How do I use the Kanban board?

Last reviewed 11 October 2026 · Part of Task management

The Board tab provides a Kanban-style view of all tasks organized by status, with drag-and-drop, inline filters, and rich cards.

Board Toolbar

A toolbar above the columns lets you slice the board without leaving the page:

Filters combine — e.g. Today + Urgent + High shows only urgent/high tasks due today.

Board Columns

Each column header shows the live count of cards currently visible (after filtering).

Task Cards

Each card displays:

• Subject (bold)
• Recurring icon (if the task is recurring) and Priority chip (Urgent/High shown explicitly; Medium/Low implicit)
• Department badge (if assigned to a department)
• Multi badge with assignee count (if assigned to multiple people)
• Due date with relative phrase, turning red when overdue
• Subtask progress bar (e.g., 4/4 subtasks)
• Assignee avatar chips — initials, color-coded; up to 3 with +N overflow

Drag-and-Drop to Change Status

To move a task to another column, drag the card and drop it on the target column. The destination column highlights while you hover, and the card animates into place on drop. The system updates your assignment status accordingly.

Note: Drag-to-change-status only works if you are assigned to the task. If not, the drop is rejected and an error message appears. You can drop a card on Open, In Progress or Completed; the Cancelled column is not a drop target.

Card Action Menu

Each card has a "⋮" button (top-right corner). The menu is purely navigational: