Schedule board (Kanban)

The kanban board view of the project schedule is a view that shows the schedule elements as cards. The board shows all non-parent tasks and all milestones defined in the project. You can customize the view of the table by choosing how to group and filter the displayed schedule items. The kanban board allows you to easily edit the values of project schedule items by moving items between columns.

Default grouping options

Default properties can group the Kanban board: Owners, End date, and Status.

Changing grouping properties

1. Click the Grouping button in the schedule board’s schedule tab.
   A list of available grouping options has expanded.
2. Select and click the desired grouping property from the list of available options.
   The property by which schedule items are grouped has changed.

Grouping by Owner property

Grouping the Kanban board by the Owner’s property divides the board into columns corresponding to users assigned to schedule elements in the selected project. The columns contain task and milestone cards whose sole or one owner is a specific employee. In addition to the user columns, you can also see the Unassigned column, which contains schedule items without assigned owners.

Grouping by an End Date property

Grouping the Kanban board by the End date property divides the table into columns corresponding to the end date assigned to the schedule element. Sticky notes representing schedule items are assigned to a column:

• Expired – if the end date is earlier than today
• Today – if the end date is today’s date
• Tomorrow — if the end date is tomorrow’s date
• Current week — If the end date is later than tomorrow’s date but within the current week
• Next week — If the end date is in the next week range
• Future — If the end date is later than the following week range
• No date – if no end date has been specified

Grouping by the Status property

Grouping the Kanban board by the Status property divides the board into columns corresponding to the progress value of a given schedule element. Sticky notes representing schedule items are assigned to a column:

• Not Completed – Progress = 0%
• In Progress – Progress has a value between [1, 99]
• Completed – Progress = 100%

Custom grouping options

The Kanban board can be grouped by drop-down list type scheduling fields enabled on the project. Grouping a Kanban board by individually added properties divides the board into columns corresponding to the values in the drop-down list. In addition to the columns specified for the list corresponding to its values, you can also see the Unassigned column, which contains schedule items without assigned values for the selected list.

Learn more about Schedule Fields Extend tasks with custom attributes

Actions on the board view

Adding a new task

1. On the schedule board, click the + icon in the header of the selected column. Alternatively, hover over the selected column and click the Add task option at the end of the column.
   A sticky note appeared at the top of the column with an empty, highlighted name field.
2. Enter a task name and confirm by clicking outside the Name field, or click ENTER to confirm the entered task name.
3. A task card with the entered name is visible in the selected column. The task properties match the column in which the new task was added.

Moving cards between columns

1. On the schedule board, hover over and grab the note you want to move to another column.
2. Drag the sticky note to the desired column and drop. If the column you want to drag the sticky note too is off-screen, drag the sticky note to the edge of the screen to move the view of the board.
   The dragged note is visible in a new column. The properties of the schedule item have been changed to match the column in which the note is located.

Change the status of a schedule item.
On the schedule board, tasks are marked with a circle icon, and milestones are marked with a rotated square icon.

1. On the schedule board, click the icon of the selected schedule item.
   The status of the schedule item has been changed. A card representing a schedule item whose status has been changed is displayed at the appropriate place in the column: non-executed items are at the top, and executed items are at the bottom.

Edit the Start/End date on the schedule item card.

1. On the schedule board, click the Start/End box on the card of the selected schedule item.
   A calendar has opened for date selection.
2. Select a date by clicking on the desired day in the calendar

Ownership management on the schedule element card

1. On the schedule table, click the ‘Owner’ field on the selected item’s card. If no owners are assigned, you’ll see a blank avatar. If there are owners, you’ll see their avatars.
2. Select the person you want to assign to the task by clicking on the selected user’s name.
   The selected user is visible in the Owner field. In the same way, it is possible to add more owners.