Kanban cards are an easy, dynamic way to create and visualize your workflows. Projects and tasks are visually arranged, so that every team member knows what’s required to be done at any time.

Add a task

1. Select the desired project.
   
2. Click Tasks in the left panel and then click Kanban view.
   

3. Click   in the upper-right corner of a Task List.
   

4. Enter the task name and click More fields to add other task details.
   
5. Click Save to add your task.
   

You can view attachments in Kanban view. Files from documents section linked to a task will be shown there.

Edit a task

1. Select the desired project.
   
2. Click Tasks in the left panel and then click Kanban view.
   
3. Click to open the required task.
   
   
   
4. Modify the task details as required.
   
   • Your changes will be updated immediately in the Classic view.
     
5. Close the task.
   

You can navigate to the next Task or Task lists.

Delete a task

1. Select the desired project.
   
2. Click Tasks in the left panel and then click Kanban view.
   
3. Click on the task to be deleted from the kanban card.
   

4. Click   in the upper right corner of the details page.
   

This deletes the tasks along with the associated timesheet entries and delinks the set dependencies (if any).

Add task status

1. Select the desired project.
   
2. Click Tasks in the left panel.
   
3. Click Kanban View and select Status from the drop-down next to it. 
   
4. Click on the Add status kanban card to add a new task status.
   
   • If there are more kanban cards, scroll through till the last card to find the Add Status kanban card.
     
     
     
5. Give a status name.
   
   • Click on the drop-down to the left of the status name to assign a color.
     
     
     
6. Set the status type.
   
   • A new status will fall under either Open or Closed status types. 
     
   • Default Status can't be deleted and there should be at least one open & one closed status.
     
7. Click Save to add the status.
   

Reorder task within status

Tasks can be reordered within a status. Simply drag the card and place it in the appropriate location within the status. Reordering tasks here will only affect the Kanban status view. Other views will not change.

Subtasks in Kanban task list view

You can now view subtasks in the Kanban task list view. Click on  and check if Collapse Subtask option is enabled. Disable this option to view subtasks.

• Drag and drop subtasks within the task list to change its parent or reorder.
  
• Drag and drop subtasks to another task list to add it as a parent task.
  
• Click  to expand or collapse subtasks.
  

More about Kanban cards

You can view Kanban cards based on Status (default) Task lists, Priority and Percentage.

In the Task list view, you can drag and drop the Kanban cards to:

• Reorder the task lists
  
• Move a task from one task list to another
  
• Reorder tasks in the same task list
  

In the Priority view, you can drag and drop the Kanban cards to move a task from one priority to another. In the Percentage view, you can drag and drop the Kanban cards to move a task from one percentage to another based on its completion.