Kanban View 

This feature is available on all plans.

The Kanban is a project management technique that helps you prioritize tasks based on their available capacity. 

In this guide, we will explore how to use Plaky’s Kanban view to organize tasks and track projects more efficiently.

Create a new Kanban view #

To start, you need to create a new Kanban view from your Board. Here’s how you can do it:

Customize Kanban view #

Once you have created the Kanban view, you can customize its settings according to your preferences. Let’s look at the settings you can change and how to do it.

Select Kanban field #

The Kanban field is used to organize columns in your Kanban view. Every column represents a particular stage in the workflow (e.g., To do, In progress, Done). When you select a Kanban field, the columns will display Items organized by labels from that Kanban field.

The Kanban view can only generate columns that represent labels from Status fields.

If the Board doesn’t have a status field, the Kanban view will be empty.

Here’s how you can select a Kanban field:

Choose fields to display #

You can select which Item fields will be displayed in the Kanban columns. This lets you organize columns according to your needs and preferences. Here’s how you can do this:

Divide by groups #

You can divide your Kanban view by Item groups on your board. This lets you see in what Item groups particular Items belong. If this option is turned off, all Items will be displayed together.

Here’s how you can turn this option on/off:

Show summary #

The Kanban summary displays the number of items in each column and the percentage of all items it represents. Moreover, clicking on a column in the summary will automatically redirect you to it.

Here’s how you can turn the Kanban summary on/off:

Include subitems #

Your Kanban view can also show subitems. If subitems are included, the Kanban summary will display the total number of subitems together with the items. Here’s how you can turn on Subitems:

Overview of Kanban features #

The Kanban view in Plaky offers several features to help optimize workflow and manage projects and tasks.

Column-based workflow #

Your workflow in the Kanban view is presented in columns. Each column displays items and Subitems grouped by labels from the Kanban status field. For example, Items with the status “To Do” will be shown in the “To Do” Kanban column.

Drag-and-drop items #

The Kanban view lets you drag and drop Items from one column to another. When you do this, the Item’s status will automatically be updated. This enables you to update Item statuses quickly and easily.

Edit Items and Subitems #

You can edit Items and Subitems directly from your Kanban view. With this, you can modify task descriptions, assignees, due dates, and more. To edit an Item or Subitem, simply click on its name, and it will open the Item card where you can change information.

Additionally, you can edit Items directly from columns. You can do this by clicking on Item fields inside the column and changing information.

Filter Items #

For a clearer view of your Kanban board, you can use filters. With this, you can choose to display only Items with specific attributes. For example, you can filter Items by due date, timeline, and more.

Here’s how you can use filters: