Create Kanban Boards

Kanban boards turn a workspace into a visual workflow. Use them for tasks, editorial calendars, research stages, or any process that moves through clear steps.

Create a board

1. Enable the Kanban extension for the workspace.
2. Select Add file, then Kanban.
3. Name and create the board.

New boards include a Status property with Backlog, To Do, In Progress, Done, and Canceled columns.

Add and move cards

Select Add Task in the toolbar, or add a card directly inside a column. Open a card to edit its title and description and review who created it and when.

Drag cards between columns to change their status, or drag within a column to reorder them. Columns can be collapsed when you need more room.

Adapt the board

Use Manage properties to add fields such as labels, people, dates, text, numbers, checkboxes, or links to other resources. For labels, add and color the options you need. Use Group by to choose how the board groups cards.

Switch to List view when you want a compact table of cards and their properties. Both views show the same tasks, so changing one updates the other.

Boards save automatically and can be edited together in cloud workspaces.