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Tasks

The Kanban view

Written By Timothy Murenzi

The Board view (previously Kanban) shows one column per status. Each card is a task.

The Board view with To-Do, On Hold, In Progress, Done and Pending columns

Columns

The columns come from your task statuses — for example To-Do, On Hold, In Progress, Done and Pending — each with a count. You manage statuses in Settings → Studio → Library and statuses.

What's on a card

  • Task name, task type icon, and the first lines of the description

  • Due date (red when overdue), room, phase and priority

  • Product badges, such as Arrives Nov 26, Late · Nov 6 or No delivery date

  • Assignees, attachments count, and an eye icon when the client can see the task

Working on the board

  • Drag a card to another column to change its status.

  • Click + Add task in a column to add a task with that status.

  • Click a card to open the task panel.

Related articles

  • The Table view (List)

  • The Task panel (task details)