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On this page
  • Organize Your Work with a Kanban Board
  • Quick Actions for Work Items
  • Manage Columns
  • View Settings
  • Search & Filter
  • View Subtasks
  1. Projects
  2. Project Board

Kanban

Kanban

PreviousSprint TrackingNextShare Your Project Board

Last updated 1 year ago

Organize Your Work with a Kanban Board

Drag and Drop

Each column is a status in your workflow. You can drag and drop work across columns to move them through statuses as you progress.

Create Work

Add work to a column by clicking the "+ Create Work" button in that column.

Quick Actions for Work Items

Modify Fields

Click on the fields of each card to quickly modify:

  • Priority

  • Due date

  • Estimated workload (Points/Work hours)

  • Assignee

Add Subtask

Click on the "+ Add Subtask" button and write a title to add a subtask.

Mark a subtask as completed

Tick the box next to the subtask to mark it as completed.

Copy Work Link

Hover over a work item and click the "···" icon to copy the URL of that work item.

Pin, Duplicate or Delete Work

Hover over a work item and click the "···" icon to:

  • Pin the work item for future use

  • Duplicate the work item

  • Delete the work item

Manage Columns

Add Columns

Click the "+ Add Status" button to add a column. Once created, you can drag columns to re-order them.

Change the status types

Edit or delete columns

Columns must be empty before they can be deleted.

View Settings

Click on Group by in the top right corner to change views. This option allows you to change the way that cards are grouped on the board.

Grouped by Assignee

Get a more intuitive view of each member's work progress, and identify bottlenecks.

Group by Parent-child links

Get a hierarchical view of work items and their child's work items, making it easy to see how smaller, related tasks contribute to the completion of larger ones.

Search & Filter

You can search by title at the top of the board or add a filter to view specific work items.

View Subtasks

You can filter by subtasks. When subtask filtering is added, the filtered result will only show the subtasks that match your conditions.

Click on the icon to select or change status types.

>>

Click on the icon and select Edit Status or Delete Status.

Click the shortcut key on the right side of the screen to quickly expand or collapse subtasks.

💡
What is a Status Type?