Working with Kanban
The Kanban view shows your projects, activities, deliverables and milestones as cards on a board, with one column per status. It is the quickest way to see where each piece of work stands and to move it forward, for example in a team meeting. Kanban is one of the three Workplan views: switch between Table, Kanban and Gantt at the top left of the Workplan (see How to use the Workplan).
The board
- Each column is a status of your status workflow, from the first (left) to the last (right). Scroll sideways to see all columns.
- No Selection is the first column. It contains items for which no status update has been reported yet.
- Within a column, cards are listed in the order of the Workplan.
- Admins and Managers can click Customize Status at the top right to add, rename, recolour or reorder statuses; the columns change accordingly.
Cards
Each card shows:
- a coloured line at the top: the colour of the item's activity type (events use the type of their activity),
- the path and ID of the item (for example ISLEGRID / WP 2) and its activity type, with an icon for deliverables and milestones,
- the assignees and the name,
- a lock icon if the item is locked.
When you hover over a card, more controls appear at the top: a handle to drag the card, a checkbox to select several cards and edit or delete them together, a star to mark the item as a favourite, and the … button. A small arrow appears at the bottom of the card.
Hover over the arrow to see the card's details: the Duration (actual start and end, with project months) of an activity or the Expected Date of an event, the Leader (lead participant), and the completion bar with the current status.
The … button offers the same actions as in the Table view: Edit, Add Sub-Activity, Add Event, Duplicate, Lock, Update Status, Track Time, Add Budget, Report Expense and Delete.
Click a card to open the item in the sidebar on its Updates tab, with its progress and status history.
Changing the status by dragging a card
- Drag the card to the column of the new status. Columns you can drop on are outlined.
- When you drop the card, the Update sidebar opens with the new status preselected and the other values taken from the latest update. Adjust the completion, dates or description if needed.
- Click Save Update. The card stays in the new column. If you close the sidebar without saving, the card moves back.
💡 Note: Moving a card creates a status update, so you need Edit rights to the item, reporting must be on, and you must be viewing the active plan version. Cards cannot be moved back to No Selection. Press Esc to cancel a drag.
Finding cards
- Search: type part of a name, ID or description in the search field at the top right.
- Filter: show only cards of certain projects, participants, activity types, participant types or tags, or only locked items.
New items are created with the + Add Project, + Add Activity and + Add Event buttons at the bottom, as in the other Workplan views.