The kanban board gives you a visual overview of your tasks organised by status. Drag and drop cards between columns to update their progress without opening each task individually.

Switching to kanban view

Navigate to Tasks

In the Dashboard, click Tasks in the sidebar. By default, tasks are displayed in a table view.

Click the Board view toggle

In the toolbar area, find the view toggle with two icons — a list icon for table view and a columns icon for board view. Click the columns icon to switch to the kanban board.

The view toggle buttons showing table and board icons — Click the columns icon to switch to the kanban board

Understanding the kanban columns

The board is divided into three columns representing task statuses:

| Column | Description | |--------|-------------| | To Do | Tasks that have not been started yet | | In Progress | Tasks currently being worked on | | Done | Completed tasks |

The kanban board showing three columns: To Do, In Progress, and Done, each containing task cards — Tasks are organised into columns by their current status

Each column header displays the column name and the number of tasks in that status.

Reading a kanban card

Each card on the board shows key information at a glance:

Title — the task name
Priority badge — colour-coded indicator (Urgent, High, Medium, or Low)
Due date — shown with a calendar icon; turns red if overdue
Assignee — an avatar with the assignee's initials
Tags — coloured badges if tags have been applied
Checklist progress — if the task has a checklist, a progress indicator shows completed versus total items
Drag handle — a grip icon appears when you hover, indicating the card can be dragged

Screenshot

Cards show the most important task details at a glance

Working with the board

Drag and drop

To change a task's status, click and hold a card, then drag it to a different column. Release the card to drop it in the new column. The task's status updates automatically.

A card being dragged from the To Do column to the In Progress column — Drag cards between columns to quickly update task status

Reordering within a column

You can also drag cards within the same column to change their order. This is useful for prioritising tasks — drag the most important ones to the top.

Opening task details

Click a card (without dragging) to navigate to the full task detail page where you can edit all fields, add descriptions, and view the activity history.

Creating tasks from a column

Click the + button at the top of any column to create a new task with that column's status pre-set. For example, clicking + in the "In Progress" column opens the creation sheet with the status already set to In Progress.

When to use board vs table view

| Use the board when... | Use the table when... | |-----------------------|----------------------| | You want a visual overview of task progress | You need to see detailed information like dates and assignees | | You are moving multiple tasks between statuses | You need to sort by priority, due date, or creation date | | You prefer a Kanban-style workflow | You need to search for specific tasks | | You are running a team standup or status review | You are working with a large number of tasks |

What to do next

Create and manage tasks for the full guide on task features
Set up task tags to categorise tasks on your board

Keep moving

Next steps

Manage Task Tags

Continue through this topic with the next guide in the sequence.

Browse Tasks

Jump back to the topic hub if you need a wider view of the tasks in this area.

Explore further

Related Guides

Create and Manage Tasks

Create, filter, and manage compliance tasks in the Dashboard