Kanban

The Kanban board shows the project schedule as cards arranged in columns. Open it from a project: go to the Schedule tab and choose the Kanban view. Whatever you change on the board is saved to the schedule straight away, so the list view and the Gantt chart show it too.

The board shows tasks and milestones that have no subtasks. Summary tasks are not displayed, because their progress and dates come from their subtasks. Kanban is available in projects only, not in project templates. If the browser window is too narrow, the application switches back to the list view.

Anyone who can edit the schedule can add and move cards. Other users see a read-only board. The exception is a task owner, who can change on their own card the fields that the project settings make available to task owners.

Adding tasks from the board

1. Click + (Add task) in the column where the task belongs.
   
2. Type the task name and press Enter.
3. The field stays open, so you can type the next task right away. Click outside the field when you are done.

A new task takes the value of the column you added it to:

• a person column makes that person the task owner,
• a due date column gives the task that column’s date, for example the nearest working day in Today,
• a status column sets progress to 0%, 50% or 100%,
• an attribute column sets that attribute value.

In the schedule, the new task is placed at the end of the list, at the top level. If it should be a subtask, move it in the list view.

Note: only users who can create schedule items can add tasks. Being a task owner is not enough.

Grouping cards

The board columns depend on the grouping you choose. Change it with the Group by button above the board. Your choice is remembered for each project and for you only — it does not change the board for other users.

• Owners (default) — one column for each person assigned to tasks, in alphabetical order, with an Unassigned column first. A task with several owners appears in each owner’s column.
• End date — the columns Expired, Today, Tomorrow, This week, Next week, Future and No dates defined. Empty columns are hidden, except No dates defined, which is always shown.
• Status — the columns Pending (0% progress), In progress and Completed (100% progress).
• A schedule attribute — every drop-down list attribute is offered as a grouping. Its values become the columns, in the order set when the attribute was defined, with an Unassigned column first for tasks that have no value. See Schedule attributes to learn how to define one.

You cannot reorder the columns by hand. To narrow down the board, use the Filter button — filters are shared by the list view, the Gantt chart and the Kanban board.

Moving cards

Drag a card to another column. The application changes the task field that the board is grouped by:

• Owners — the person in the target column becomes the task owner. Previous owners are removed, even if the task had several. Moving the card to Unassigned removes all owners. The new owner receives a notification.
• End date — the task gets the due date of the target column, for example the nearest working day in Today.
• Status — progress becomes 0% (Pending), 50% (In progress) or 100% (Completed). The progress of parent tasks is recalculated automatically.
• A schedule attribute — the task gets the value of the target column. Unassigned clears the value.

When you move a task to Completed, a work time window may open. It appears if your organization uses the Time tracking module with the reminder switched on, your licence allows time tracking, and no time has been logged on the task yet.

Some cards cannot be moved, and they snap back to their original column:

• tasks imported from Jira cannot change owner or status on the board,
• a milestone cannot go to In progress, because a milestone is either reached or not,
• nothing can be moved to the column of a user who has been deleted.

Every change made on the board is saved in the schedule history, where you can undo it.

Click a task name to open its details. The card menu (right-click or the three-dot icon) also lets you copy a link, change the item type, clone it, give the card a colour or delete it.