{"id":5557,"date":"2024-03-12T09:18:44","date_gmt":"2024-03-12T09:18:44","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=5557"},"modified":"2026-03-05T14:10:27","modified_gmt":"2026-03-05T14:10:27","slug":"kanban-view","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/manage-project-in-plaky\/board-views\/kanban-view\/","title":{"rendered":"Kanban View\u00a0"},"content":{"rendered":"\n
Who can use this feature?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Org Owner, Admins, Members<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Available on all plans<\/span><\/div><\/div><\/div>\n\n\n\n

The Kanban is a project management technique that helps you prioritize tasks based on their available capacity. <\/p>\n\n\n\n

In this guide, we will explore how to use Plaky’s Kanban view to organize tasks and track projects more efficiently.<\/p>\n\n\n\n

Create a new Kanban view<\/h2>\n\n\n\n

To start, you need to create a new Kanban view from your Board. Here\u2019s how you can do it:<\/p>\n\n\n

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  1. Click on the +<\/strong> button<\/li>\n\n\n\n
  2. Select Kanban<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n<\/div>
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    1. Tap on Board settings<\/strong> in the top right corner<\/li>\n\n\n\n
    2. Tap on Views<\/strong><\/li>\n\n\n\n
    3. Tap on + New view<\/strong><\/li>\n\n\n\n
    4. Select Kanban<\/strong> under Choose view type<\/li>\n\n\n\n
    5. Enter the view name<\/li>\n\n\n\n
    6. Tap on Create<\/strong><\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n<\/div>
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      1. Tap on the three dots<\/strong> in the right corner<\/li>\n\n\n\n
      2. Tap on Add view<\/strong><\/li>\n\n\n\n
      3. Choose Kanban<\/strong> in the View type section<\/li>\n\n\n\n
      4. Enter the view name<\/li>\n\n\n\n
      5. Click Create<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

        Customize Kanban view<\/h2>\n\n\n\n

        Once you have created the Kanban view, you can customize its settings according to your preferences. Let\u2019s look at the settings you can change and how to do it.<\/p>\n\n\n\n

        Select Kanban field<\/h3>\n\n\n\n

        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.<\/p>\n\n\n\n

        <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
        \n

        The Kanban view can only generate columns that represent labels from Status fields.<\/p>\n<\/div><\/div>\n\n\n\n

        <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
        \n

        If the Board doesn\u2019t have a status field, the Kanban view will be empty.<\/p>\n<\/div><\/div>\n\n\n\n

        Here\u2019s how you can select a Kanban field:<\/p>\n\n\n

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        1. Click on the gear icon<\/strong><\/li>\n\n\n\n
        2. Click on the Kanban field<\/strong>\u00a0<\/li>\n\n\n\n
        3. Select the Kanban field<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n<\/div>
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          1. Tap on Board view configuration<\/strong><\/li>\n\n\n\n
          2. Tap on Settings<\/strong><\/li>\n\n\n\n
          3. Tap on Kanban field<\/strong><\/li>\n\n\n\n
          4. Select the Kanban field<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n<\/div>
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            1. Tap on three dots\u00a0<\/strong><\/li>\n\n\n\n
            2. Tap on View configuration<\/strong><\/li>\n\n\n\n
            3. Tap on Kanban field<\/strong><\/li>\n\n\n\n
            4. Select the Kanban field<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

              Choose fields to display<\/h3>\n\n\n\n

              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\u2019s how you can do this:<\/p>\n\n\n

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              1. Click on the gear icon<\/strong><\/li>\n\n\n\n
              2. Scroll to the Card fields<\/strong> section<\/li>\n\n\n\n
              3. Check the fields you want to display<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n<\/div>
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                1. Tap on Board view configuration<\/strong><\/li>\n\n\n\n
                2. Tap on Show\/hide fields<\/strong><\/li>\n\n\n\n
                3. Check the fields you want to display<\/li>\n\n\n\n
                4. Tap Save<\/strong> to finish the action<\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n<\/div>
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                  1. Tap on three dots\u00a0<\/strong><\/li>\n\n\n\n
                  2. Tap on View configuration<\/strong><\/li>\n\n\n\n
                  3. Scroll to the Card fields<\/strong> section<\/li>\n\n\n\n
                  4. Check the fields you want to display<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                    Divide by groups<\/h3>\n\n\n\n

                    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. <\/p>\n\n\n\n

                    Here\u2019s how you can turn this option on\/off:<\/p>\n\n\n

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                    1. Click on the gear icon<\/strong><\/li>\n\n\n\n
                    2. Scroll to the Divide by groups<\/strong> section<\/li>\n\n\n\n
                    3. Toggle the Divide<\/strong> button on\/off<\/li>\n<\/ol>\n\n\n\n
                      \"\"<\/figure>\n\n<\/div>
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                      1. Tap on Board view configuration<\/strong><\/li>\n\n\n\n
                      2. Tap on Settings<\/strong><\/li>\n\n\n\n
                      3. Toggle the Divide by groups <\/strong>button on\/off<\/li>\n<\/ol>\n\n\n\n
                        \"\"<\/figure>\n\n<\/div>
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                        1. Tap on three dots\u00a0<\/strong><\/li>\n\n\n\n
                        2. Tap on View configuration<\/strong><\/li>\n\n\n\n
                        3. Scroll to the Divide by groups<\/strong> section<\/li>\n\n\n\n
                        4. Toggle the Divide by groups<\/strong> button on\/off<\/li>\n<\/ol>\n\n\n\n
                          \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                          Show summary<\/h3>\n\n\n\n

                          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.<\/p>\n\n\n\n

                          \"\"<\/figure>\n\n\n\n

                          Here\u2019s how you can turn the Kanban summary on\/off:<\/p>\n\n\n

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                          1. Click on the gear icon<\/strong><\/li>\n\n\n\n
                          2. Scroll to the Kanban summary <\/strong>section<\/li>\n\n\n\n
                          3. Toggle the Show summary<\/strong> button on\/off<\/li>\n<\/ol>\n\n\n\n
                            \"\"<\/figure>\n\n<\/div>
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                            1. Tap on Board view configuration<\/strong><\/li>\n\n\n\n
                            2. Tap on Settings<\/strong><\/li>\n\n\n\n
                            3. Toggle Show summary <\/strong>button on\/off<\/li>\n<\/ol>\n\n\n\n
                              \"\"<\/figure>\n\n<\/div>
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                              COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                              Include subitems<\/h3>\n\n\n\n

                              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\u2019s how you can turn on Subitems:<\/p>\n\n\n

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                              1. Click on the gear icon<\/strong><\/li>\n\n\n\n
                              2. Scroll to the Kanban summary<\/strong> section<\/li>\n\n\n\n
                              3. Toggle the Include subitems<\/strong> button on\/off<\/li>\n<\/ol>\n\n\n\n
                                \"\"<\/figure>\n\n<\/div>
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                                COMING SOON<\/p>\n\n<\/div>

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                                COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                Overview of Kanban features<\/h2>\n\n\n\n

                                The Kanban view in Plaky offers several features to help optimize workflow and manage projects and tasks.<\/p>\n\n\n\n

                                Column-based workflow<\/h3>\n\n\n\n

                                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 \u201cTo Do\u201d will be shown in the \u201cTo Do\u201d Kanban column.<\/p>\n\n\n\n

                                \"\"<\/figure>\n\n\n\n

                                Drag-and-drop items<\/h3>\n\n\n\n

                                The Kanban view lets you drag and drop Items from one column to another. When you do this, the Item\u2019s status will automatically be updated. This enables you to update Item statuses quickly and easily.<\/p>\n\n\n\n

                                \"\"<\/figure>\n\n\n\n

                                Edit Items and Subitems<\/h3>\n\n\n\n

                                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.<\/p>\n\n\n\n

                                \"\"<\/figure>\n\n\n\n

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

                                \"\"<\/figure>\n\n\n\n

                                Filter Items<\/h3>\n\n\n\n

                                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.<\/p>\n\n\n\n

                                Here\u2019s how you can use filters:<\/p>\n\n\n

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                                1. Click on the Filter<\/strong> button\u00a0<\/li>\n\n\n\n
                                2. Choose filters<\/li>\n\n\n\n
                                3. Click Save in this view<\/strong><\/li>\n<\/ol>\n\n\n\n
                                  \"\"<\/figure>\n\n<\/div>
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                                  1. Tap on Board view configuration<\/strong><\/li>\n\n\n\n
                                  2. Tap on Filters<\/strong><\/li>\n\n\n\n
                                  3. Select filters<\/li>\n\n\n\n
                                  4. Tap Save<\/strong><\/li>\n<\/ol>\n\n\n\n
                                    \"\"<\/figure>\n\n<\/div>
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                                    1. Tap on the filter icon<\/strong> next to the three dots<\/li>\n\n\n\n
                                    2. Select filters<\/li>\n\n\n\n
                                    3. Tap Save<\/strong><\/li>\n<\/ol>\n\n\n\n
                                      \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n
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