Kanban Board

Agile task management with drag-and-drop columns. Organize work visually and move tasks through workflow stages.

What is the Kanban Board?

visual workflow: Columns represent workflow stages (e.g., Backlog, In Progress, Review, Done).
drag-and-drop: Move cards between columns to reflect progress.
shared tasks: Work with the same tasks as Plan Builder, in a board view.
task details: Double-click a card to open the Task Details popup for full editing.

Core Concepts

columns: Workflow stages for a specific project + objective.
cards: Individual tasks displayed as cards in columns.
project scope: Each project has a Kanban board; you select which project to view.
objective scope: Within a project, each objective can have its own board.
data sources: Boards can use native Kanban tasks or transform Plan Builder tasks into a board view.

Columns

customizable: Add, rename, and reorder columns to match your workflow.
ordering: Columns are ordered left-to-right; drag or use controls to reorder.
card colors: Columns can define a card color to visually differentiate work.
hide vs. archive:
- hidden columns: Temporarily remove columns from the board while keeping them available in the Hidden / archived menu.
- archived columns: Move rarely used columns out of the main board; restore them from the same menu.
defaults: Common starting columns include Backlog, Not Started, In Progress, and Completed/Done.

Cards

drag-and-drop: Drag cards between columns to update their state.
double-click: Open the Task Details popup to edit the full task.
displayed info: Cards show key fields such as task name and progress; details live in the Task Details popup.
progress: Track percent complete (0–100%) and keep it consistent with Plan Builder.
read-only roles: Watchers can see cards and columns but cannot add, move, or edit them.

Task Details

For full field behavior, see the dedicated Task Details page. Key fields that affect the board:

state: Current column; changing state moves the card between columns.
health status: On Track, At Risk, or Blocked; independent from the column.
percent complete: Numeric progress used by both Kanban and Plan Builder.
dates: Start/target dates for scheduling and reporting.

Board Controls

project selector: Choose which project’s board to open.
objective selector: Within that project, choose an objective to focus the board.
focus mode: Expand the board height to concentrate on cards and columns.
hidden / archived menu: Review and restore hidden or archived columns.
import tasks: Bulk-add tasks into a column from a simple textual list.

Moving Cards

drag to column: Moving a card to another column updates its state.
status mapping: Columns labeled with terms like In Progress, Review, or Done map to corresponding progress statuses.
plan sync: When a task exists in both views, Kanban status updates sync back to Plan Builder.

Use Cases

agile sprints: Track sprint work across Backlog → In Progress → Review → Done.
bug tracking: Move issues through triage, in progress, review, and done.
feature development: Follow features through design, build, test, and deploy stages.
content workflow: Manage content from draft to review to publish.

Tips

customize columns: Align column names with how your team actually works.
use colors: Use column colors to quickly spot types of work or urgency.
assign owners: Ensure every important card has a clear owner in Task Details.
set dates: Use start/target dates to understand delivery risk alongside Plan Builder.

FAQ

Can I have multiple Kanban boards per project?

No, each project has one Kanban board.

How do I customize columns?

Use column actions to add, remove, rename, reorder, hide, or archive columns. Restore hidden or archived columns from the Hidden / archived menu in the board header.

What happens when I move a card?

Moving a card updates its state based on the target column. If the task also lives in Plan Builder, its status and progress are kept in sync.

Cards display key info (like name and basic status), but editing task fields happens in the Task Details popup.

Last updated: 2025-11-17

Kanban Board

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