View Project Tasks in Kanban View

The kanban view is an organized, billboard view that groups tasks in each project based on task owner, status, and priority. This view is designed to provide detailed information about the workload of a project. You can track the progress of several tasks, monitor overdue tasks, and view the summary of each task on a single window.

Each task is displayed as a card, categorized, and grouped into columns. These columns are called kanban columns.

Role Required: Project Admin or Project Member

To view project-associated tasks within your scope in kanban view, go to the project details page and click the Kanban View icon.

 

 

In this document, we will focus on the following topics to provide you a comprehensive idea on how you can use the kanban view to manage your tasks:

 

Filter Tasks 

You can filter the tasks in the kanban view based on:

Task Status: You can view all tasks involved in the project or just the tasks assigned to you by applying the relevant filter. You can also filter the tasks to view your pending/completed tasks.

Milestones: Generally, the milestone of each task is shown on its kanban card, right above the task title. You can filter the tasks to view only the tasks assigned to a specific milestone as well.

Created Time: Using the time filter, you can view tasks created within the selected period. You can apply the time filter by clicking the  icon.

Group Tasks

You can group tasks based on the owner, status, and priority using the Group By drop-down. Based on the selected criteria, tasks will be categorized and displayed in kanban columns.

You can also choose the display density of the data on each card:

Manage Grouping Criteria 

You can sort the kanban columns by clicking the icon beside the Group By drop-down. In the Manage [Grouping Criteria] menu that opens up, you can pin columns, reorder them and view the number of tasks under each criteria.

 

 

You can pin the Manage [Grouping Criteria] menu as a panel on the kanban view page by clicking the pin icon on the menu.

 

Sort Tasks 

You can also sort the kanban boards in each column using the Sort by icon . Select the criteria to sort the kanban boards and click the up/down arrow beside each criteria name to sort the boards in ascending/descending order.

Reassign Tasks to Different Category 

You can update the owner, status, or the priority of a task instantly by using drag-and-drop functionality. Click the task you want to move, drag it to the desired kanban column, and drop it.

 

 

You can also drag-and-drop tasks to the required owner, status, or priority on the Manage [Grouping Criteria] drop-down after pinning it as a panel.

 

 

 

Kanban Column Actions 

Refresh: Mouse over the kanban column header and click the refresh icon to refresh the tasks under the column. You can also refresh the entire kanban view using global refresh present on the top-right corner of the window.

View the number of tasks in each column: The number of tasks under each category is displayed on their respective kanban column header.

Pin/Unpin Columns: You can pin frequently used kanban columns on your screen by clicking the pin icon on the column header. The pinned columns shift to the left side of the screen. Click the pin icon again to unpin them.

 

 

 

 

Kanban Card Actions 

View Task Summary: Click the task title to open the task summary as a pop-up window. You can view the complete task details by clicking the View Details in the pop-up.

 

Monitor Due By Date: The due by date of each task will be displayed on its card. If the due by date is violated, it will be highlighted in red. In comfort display mode, you can also view the number of days delayed since the due by date was violated.

Compact Display Density:

 

 

Comfort Mode Display Density:

View Task Dependency: Click the task dependency icon on a card to view the associated tasks and their dependencies.

Track Progress: You can track the percentage of task completed on its card.

Manage Tasks from Kanban  Cards

Edit task: You can edit a task from its kanban card.

  1. Mouse over the card and click the icon.
  2. Select Edit. The Edit Task window pops-up.
  3. Make the necessary modifications and click Save.

Close task: You can close tasks directly from its kanban card upon completion.

  1. Mouse over the card and click the icon.

  2. Select Close.

  3. Click Yes to confirm.

Trigger task: You can notify the owner to start working on the task. If the task is dependent on another task, it will be triggered only after the parent task is closed.

  1. Mouse over the card and click the icon.

  2. Select Trigger.

  3. Click Yes to confirm.

Delete task: You can delete tasks from its kanban card.

  1. Mouse over the card and click the icon.
  2. Select Delete.
  3. Click Confirm.

Navigate through Kanban Columns    

To navigate to other columns, click the Next and Previous arrows present on either side of the windows. To navigate to other pages, click Next Page and Previous Page arrows.

Pinned boards will remain static on the screen as you navigate through the kanban columns.