Kanban Boards

Accessing Kanban Boards

1. Navigate to the desired project from the main "Projects" page.
2. On the "View Project" page, click the "Boards" tab.
3. You will see a list of Kanban boards created for this project.
4. Click on a board name to open the Kanban view.

Understanding the Board

• Lists (Columns): Represent stages in your workflow (e.g., To Do, In Progress, Done).
• Cards: Represent individual tasks or work items within a list.
• Add List: A button or area usually on the far right allows users with edit permissions to add new lists (columns) to the board.

Managing Lists

(Requires Editor, Admin, or Owner role)

• Adding a List: Click the "Add list" button/area, enter a name for the new list/column, and click "Add List".

  

• Renaming a List: Click the three-dots icon () at the top of a list column and select "Rename List". Enter the new name and save.
• Deleting a List: Click the three-dots icon () and select "Delete This List". Warning: Deleting a list will also permanently delete all cards within that list. You will be asked to confirm.
• Reordering Lists: Click and drag the list header horizontally to reorder the columns on the board. The new order is saved automatically.

Managing Cards

(Adding/Moving requires Editor, Admin, or Owner role. Viewing requires any member role.)

• Adding a Card: Click the "+ Add card" button at the bottom of a list. Enter a title for the card and click "Add Card".

  

• Moving Cards: Click and drag a card to a different position within the same list or drag it to a different list. The new position and list association are saved automatically.
• Viewing Card Details: Click anywhere on a card (except the edit button) to open the Card Details modal.

  

• Editing Card Details:
  • Quick Edit: Hover over a card and click the pencil icon () that appears, or click the card itself to open the modal.
  • Title: In the modal, click the pencil icon next to the title to edit it inline. Press Enter to save or Esc to cancel.

    

  • Description: Click the pencil icon next to the "Description" label to open a rich text editor. Make changes and click "Save".

    

  • Members (Assignees): Use the "Members" button/dropdown in the sidebar to select or deselect users assigned to the card. Click "Save Assignees".

    

  • Labels: Use the "Labels" button/dropdown. Check/uncheck labels. You can also manage project-wide labels from here (if permission allows). Click "Save Labels".

    

  • Dates: Use the "Dates" button/dropdown to set or clear Start and Due dates/times. Click "Save Dates".

    

  • Link Task: Use the "Link Task" button/dropdown to associate an existing project task with this card. Select a task and click "Add Link". Linked tasks appear in the sidebar, where they can be unlinked using the (x) button.

    

  • Attachments: Click the "Attachment" button to add files. Existing attachments are displayed as thumbnails; hover over one and click the (x) to delete it (if permission allows).

    

  • Comments: Add comments/updates in the "Activity" section at the bottom of the main panel.

    

• Deleting a Card: Open the Card Details modal and use the "Delete Card" button in the sidebar actions (requires edit permission). This action is permanent.