Working with Kanban

Kanban is a visual system for managing work as it moves through a process. Kanban visualizes both the process (the workflow) and the actual work passing through that process. Projects, activities, deliverables, and milestones are shown as cards and organized in columns in order of status.

Note: Kanban is one of three Workplan views. You can switch between Table, Kanban, and Gantt chart views using the view selector in the Workplan toolbar.

Board
Cards
Card Interactions
Update Card Status
Create New Items
Project Filtering

Board with Status Workflow

The board represents the workflow with each step in your process of accomplishing the item, from beginning (left) to end (right). For example, "In Planning", "Not Started", "In Progress", "Completed", etc. A column is displayed in your board for each status in your workflow.

Tip: You can customize the workflow and status by clicking Customize Status on the top right, leading you to Settings > Customization. Drag to reorder, delete or edit a current status by clicking the Edit icon to the right of the status, or add a new status by clicking + Add Status at the bottom.

Cards

The scheduled projects, activities, deliverables, and milestones are represented as cards, and are organized in columns in order of status on the board. Each column lists all projects, activities, deliverables, and milestones that are currently in this status - ordered by their hierarchical order in the work plan. Items marked as favorites are listed at the top of the column.

Hovering over a project, activity, deliverable, or milestone shows an enlarged card with further details and status information: ID, name, duration, leader, charts on budget/expenses for effort and costs, and completion in percentage with status.

Card Interactions

Each card provides several interaction options:

Click a Card / Edit Icon - opens the project, activity, deliverable, or milestone in the sidebar
Drag and drop handler - allows you to grab the card and drop it into a new status column
Check box - allows you to mark the card for mass-editing operations
Star icon - allows you to mark the card as favorite (see "Mark and unmark an element as favourite")
Option menu - provides additional actions and options

Update a Card's Status

To update a project's, activity's, deliverable's, or milestone's status, drag and drop the card into the relevant status column.

This will open the project, activity, deliverable, or milestone sidebar in the Update tab.

Then confirm the new status by clicking Save Update. To discard the update, close the sidebar with the "X" icon.

Create New Items

You can create new projects, activities, deliverables, and milestones directly from the Kanban view using the toolbar actions:

Click + Activity to create a new project or activity
Click + Deliverable or + Milestone to create new deliverables or milestones

This opens the creation form in the sidebar, allowing you to define the new item's properties and status.

Project Filtering

You can filter the Kanban board to show only items from specific projects using the filtering options. Click the Filter button in the Kanban toolbar to access filtering controls:

Project Filter: Select specific projects to display only their cards on the board
Leader Filter: Filter by project leader to see items assigned to specific team members
Status Filter: Show or hide specific status columns on the board
Type Filter: Filter by item type (projects, activities, deliverables, milestones)
Favorite Filter: Show only items marked as favorites

The board will update dynamically as you apply filters. Use Clear All Filters to return to the full view showing all items.

Export: You can export Kanban data using the export button in the toolbar. Export is available in Excel (.xlsx) or CSV format.