Manage Tasks on the Kanban Board
The Kanban board gives a visual overview of all tasks by status — Open, In Progress, and Completed. Instead of scanning a list, you drag task cards between columns. It is especially useful for offices with several collaborators working across cases at once.
Tasks sit in three columns:
- Open — not yet started.
- In Progress — currently being worked on.
- Completed — finished.
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Note: If you cannot see this option, you may not have the required permissions. Contact your office administrator.
Open the Kanban board
- In the main menu, click Kanban.
All tasks you created, plus tasks on which you are a collaborator, are displayed.
[ Screenshot — Kanban view ]
Review tasks by status
Each card shows the task name, assigned collaborators, and the planned completion date and time.
[ Screenshot — Kanban columns ]
Change a task's status
- Find the task you want to update.
- Click and hold the task card.
- Drag it to the desired column.
- Release the card.
The status updates automatically.
Tip: Move a task from Open to In Progress when you begin work, and to Completed when everything is finished.
[ Screenshot — Moving a task ]
Filter and search tasks
My tasks — with administrator permissions, click My tasks to show only the tasks assigned to you.
Search — click the Search tasks field, enter a name or part of a name, and review the results.
[ Screenshot — Filters and search ]
Note: Keeping task statuses up to date helps everyone keep an accurate view of progress.
