Manage tasks and projects using Kanban boards.

Tim Tietz avatar
Written by Tim Tietz
Updated over a week ago

This feature allows you to create Kanban boards in your mobile app. It’s a highly versatile plugin that can be used to manage and track any linear project, workflow, or list of tasks.

Here’s an overview of how the feature works.

Organizing and Viewing Projects

All of your projects can be viewed and managed from this screen:

To view or edit a project, simply select the project from the “My Projects” menu.

This will bring you to the respective Kanban-style board, showcasing columns with different status designations for your tasks.

If you have multiple projects, you can also view all of your tasks for each project on a Global Board.

In the example above, you can see that there are two tasks in the “In Progress” column on the Global Board—Task 34 and Epic 1.2.

The Global Board segments each task by the project. So Task 34 belongs to the “Ajla Story 2” project, and Epic 1.2 belongs to the “Story” project.

Creating New Projects

To create a new project, simply click the “+” icon on the bottom right corner of the screen.

From here, you’ll be prompted to name your new project. Then you’ll have the ability to create:

  • Epics — Larger bodies of work that can be broken down into smaller stories

  • Stories — Smaller segments of a project within an Epic

You can customize the names and assign due dates for all of your epics and stories.

Each story will have its own Kanban board. A common Kanban flow would have columns for things like:

  • To do

  • In Progress

  • Done

But you can edit, add, remove, or organize these based on your unique needs. Here’s an example of a blank board showing columns for:

  • Backlog

  • Next Actions

  • In Progress

Creating New Tasks

From within a Kanban board, you can create new tasks by clicking the “+” icon. Then you’ll be prompted to give the task a name.

You’ll also have the ability to assign due tasks to each task and provide a description of the task—although these two fields are optional.

Managing Kanban Tasks

Once you’ve added tasks to your Kanban boards, you can easily manage their status by moving them through each stage on the board.

This works using drag-and-drop functionality. It’s as simple as clicking on the task you want to move and dragging it to the next column.

In the example above, you can see that Task 2 is being moved from Backlog to Next Actions.

By default, you cannot have more than three tasks in the In Progress column. If you try to overload this column, you’ll see the following message:

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