Kanban Board

Last modified on September 9th, 2021.


Creating a Kanban Board

Step 1: Navigate to ‘Charts View’, then click on ‘New Chart’.

Step 2: Choose ‘Kanban Board’ and select either the ‘Blank Board’ or ‘Project Workflow Board’ board template. The ‘Blank Board’ starts without any columns while the ‘Project Workflow Board’ adds default ‘To Do’, ‘In Progress’, ‘In Review’, and ‘Done’ columns to the board. Once you have the template selected, click ‘Next’.

Step 3: Give the root Task a name or number, then click ‘Next’, then click ‘Finish’.

Adding Columns

To add a Time entity column to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Column’ or ‘Relate Existing Column’.

If creating a new column, specify a name or number for the column and then click ‘Add’.

If adding an existing column, use the entity multiselector in the dialog to choose 1 or more columns and then click ‘Add’.

Note: Columns are sorted by number from left to right.

Adding Tasks

To add a Task entity to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Task’ or ‘Relate Existing Task’.

If creating a new Task, specify a name or number for the column, choose a column to add the Task to, and then click ‘Add’.

If adding an existing Task, choose a column to add the Task to, use the entity multiselector in the dialog to choose 1 or more Task entities, and then click ‘Add’.

Select Column/Task

Click on a column or task to select it, which will then show the ‘Metadata’, ‘Attributes’, and ‘Relationships’ tabs on the left sidebar. The ‘Remove’ button in the toolbar is also displayed.

Note: The ‘Remove’ button also includes a drop-down menu where you can select ‘Delete from Database’ or the default option of ‘Remove from Chart’.

Changing the Name, Number, Description, Due Date, Assignee, Percent Complete, or Labels on the Task entity will be reflected immediately on the Task card on the Kanban Board.

Hovering over the assignee icon lists all the users assigned to that task, if any.

Tasks that are locked will show a lock icon in the lower left-hand corner. Likewise, tasks with at least 1 unresolved comment will show a comment blurb icon. Hovering over this icon will tell you how many unresolved comments there are for that task.

Click-and-drag a task onto another column to easily move tasks between columns. The tasks will then automatically be sorted according to the Kanban Board’s task sort choice.

Kanban Board

Last modified on September 9th, 2021. 


Creating a Kanban Board

Step 1: Navigate to ‘Charts View’, then click on ‘New Chart’.

Step 2: Choose ‘Kanban Board’ and select either the ‘Blank Board’ or ‘Project Workflow Board’ board template. The ‘Blank Board’ starts without any columns while the ‘Project Workflow Board’ adds default ‘To Do’, ‘In Progress’, ‘In Review’, and ‘Done’ columns to the board. Once you have the template selected, click ‘Next’.

Step 3: Give the root Task a name or number, then click ‘Next’, then click ‘Finish’.

Adding Columns

To add a Time entity column to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Column’ or ‘Relate Existing Column’.

If creating a new column, specify a name or number for the column and then click ‘Add’.

If adding an existing column, use the entity multiselector in the dialog to choose 1 or more columns and then click ‘Add’.

Note: Columns are sorted by number from left to right.

Adding Tasks

To add a Task entity to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Task’ or ‘Relate Existing Task’.

If creating a new Task, specify a name or number for the column, choose a column to add the Task to, and then click ‘Add’.

If adding an existing Task, choose a column to add the Task to, use the entity multiselector in the dialog to choose 1 or more Task entities, and then click ‘Add’.

Select Column/Task

Click on a column or task to select it, which will then show the ‘Metadata’, ‘Attributes’, and ‘Relationships’ tabs on the left sidebar. The ‘Remove’ button in the toolbar is also displayed.

Note: The ‘Remove’ button also includes a drop-down menu where you can select ‘Delete from Database’ or the default option of ‘Remove from Chart’.

Changing the Name, Number, Description, Due Date, Assignee, Percent Complete, or Labels on the Task entity will be reflected immediately on the Task card on the Kanban Board.

Hovering over the assignee icon lists all the users assigned to that task, if any.

Tasks that are locked will show a lock icon in the lower left-hand corner. Likewise, tasks with at least 1 unresolved comment will show a comment blurb icon. Hovering over this icon will tell you how many unresolved comments there are for that task.

Click-and-drag a task onto another column to easily move tasks between columns. The tasks will then automatically be sorted according to the Kanban Board’s task sort choice.