Features

Mapping out Kanban Tool's standout properties, including email notifications, board archives, process automation, global search, bulk task updates, file attachments, and options for scaling and filtering your board view.

How to archive tasks on a Kanban board?

Archiving tasks in Kanban Tool is simple and keeps your board clutter-free!
Here’s how you can do it:

Archive a single task

Right-click on a task and select the Archive option from the dropdown menu.

Archiving a task

Archive tasks from any column

By default, archiving is only enabled in the last column. To make it available elsewhere:

  • Go to Settings → Board Editor
  • Click the pencil icon under your chosen column’s name
  • Check Allow tasks to be archived here
Enabling a task archive in a column

Archive all tasks in a column

To archive an entire column’s tasks at once, either:

  • Right-click the column header, or
  • Click an empty space in the column, then choose Archive all
Archiving all tasks in a column

Accessing & searching the archive

Click the folder icon at the top of your archive-supporting column to enter the archive.

Accessing the archive with the folder icon

You’ll see a list of archived tasks for that column, but you can also:

  • Search through tasks archived across all boards, swimlanes, or columns
  • Use the magnifying glass icon for advanced search queries
    (you can use the same syntax as for the board’s global search)

Searching through the task archive

Automate archiving

Want tasks to archive themselves? Set up auto-archiving for an even smoother workflow!

How to restore a task from the archive?

Need to bring an archived task back to your board? It’s easy!

Access the archive

Click the folder icon at the top of any column where archiving is enabled.

Accessing the archive via the folder icon

Restore a single task

Once in the archive, right-click the task you want to restore and select Put back on the board. Restoring an archived task

Restore multiple tasks at once

To select multiple tasks, hold the CTRL key while clicking each task, then restore them all at once.

Related tip: Looking to recover a deleted task? Find out when this is possible.

Are there options for mass task creation?

Besides the regular on-board task creating methods, there are also ways specifically designed for adding multiple tasks at once:

When do I get email notifications about task status changes?

You’ll receive an email when:

  • Someone assigns a task to you
  • Someone assigns a checklist item to you
  • Someone adds a comment to a task and tags you for notification.

Managing task assignment notifications

If you prefer not to receive emails about task & checklist assignments, you can disable them:

  • Go to My Profile → Edit my details
  • Uncheck Notify me by email when tasks are assigned to me

Comment notifications cannot be disabled. In order not to receive an email about a new comment, your name has to be removed from the comment’s recipient list.

Optional email notifications

Kanban Tool also offers additional, optional email updates to keep you informed:

  • Work Summary – A daily overview sent at the end of each day. Learn how to manage it here.
  • Due Date Reminder – Notifies you on the morning of a task’s due date or the evening before. You can also set reminders on individual tasks only. Read more about both these reminder types here.
  • Fully custom notifications (Enterprise plan only) – Automated alerts based on board or card events. Learn how to set them up through Process Automation.

How to enable email notifications?

To enable email notifications about task assignments, please go to
My profile → Edit my details and check the Notify me by email when tasks are assigned to me option.

Want to keep tabs on other project status changes too? Check out the other emails you can turn on!

Do you offer RSS feeds?

Yes, however, please note that this feature is gradually being phased out due to its limitations in today’s privacy-focused web environment.

To generate an RSS link, from the board view, go to Tools → Subscribe to RSS.
The URL feed is generated for each user individually for security reasons, to protect access to your cards, boards, and projects. Your URL should include surl= + a number.

Can I filter the board by specific criteria?

Absolutely! You can quickly refine your view using built-in filters or create custom queries to find exactly what you need.

Built-in filters

Want a quick way to find specific tasks? Click the funnel icon next to the filter box and choose from a range of preset filters. You can apply one or multiple filters at once to narrow down your results.

Filtering the board by preset criteria

Custom filters

Looking for something more specific? Instead of using preset options, type your query directly into the filter box. With the flexible search syntax, you can filter by nearly any card parameter.

Filtering the board by custom criteria

Need to find a task but don’t remember which board it’s on? No problem! Use the all-boards search—located under the magnifying glass icon—to apply the same filtering queries across every board you have access to.

Searching through all boards for custom task criteria

While filtering is limited to the current board view, searching spans across all your boards.

Sticky filtering

Have a board where only certain tasks matter to you? Save your filter settings so they automatically apply every time you enter that board—no need to set them manually every time!

Saving custom board filters to automatically apply upon entering the board

Can I set email alerts for new jobs and due dates?

Want to make sure you never miss an important update? Kanban Tool’s email notifications help keep you in the loop!

You’ll automatically get alerts when a task or checklist item is assigned to you, or when someone leaves a new comment for you. Plus, you can opt in to receive a daily summary of all your tasks due today—so you’re always prepared.

Managing notification preferences is easy—each user can turn them on or off under My Profile → Edit my details.

If you’re on the Enterprise service plan, you get even more flexibility with fully customizable notifications set up with process automation.

Can I delete all tasks in a column?

The simplest way to do this is to select all tasks in the column, right click the selection and hit Delete.

Deleting all tasks with multiple selection

If mass-deletion is a regular part of your process, you can also enable the Delete All function using the Developer Tools power-up.

Deleting all tasks with a Developer Tools script

To activate it:

  • Go to Settings → Power-Ups and enable Developer Tools.
  • In the Developer Tools dialogue window, add this link:
    /scripts/delete-all/delete-all.js
  • This will allow you to delete all tasks in any column, by right-clicking an empty area inside it and choosing Delete all.

Please note that instead of deleting tasks, we strongly recommend archiving them. Archived tasks stay available for process analysis without cluttering your board, whereas deleted tasks will be gone for good.

How can I create and access online Kanban Tool notes?

Kanban Tool used to offer online notes to go with the Kanban boards, but the feature is hidden at the moment. You can activate it by following these steps:

  • Go to your account dashboard and add /addons at the end of your account’s URL. For example:
    https://accountname.kanbantool.com/addons
  • Then, click on Notes and activate them by pressing the green Add to your account box.

You will now be able to use notes for collaborative writing.

Is there a calendar view in Kanban Tool?

Yes! Kanban Tool offers a calendar view to help you stay on top of deadlines.

To enable it, make sure your board has the Calendar Widget activated. You can do this by going to Settings → Power-Ups. Once enabled, a small calendar will appear in the side panel, highlighting days with due tasks.

The Calendar Widget on a Kanban Tool board

For a larger and more interactive view, simply click the magnifying glass icon above the calendar.

Enter the large calendar with magnifying glass

This will open a full monthly task overview, where you can:

  • See all tasks with due dates, start dates, custom dates, timelines (the time span from start to due date), and the upcoming recurring and postponed tasks.
  • Open and edit tasks directly.
  • Drag and drop tasks to different days to update due dates instantly.

The large interactive calendar view in Kanban Tool

Use this view to plan your workflow more efficiently and get a clear picture of your week and month.

Need extra reminders? Consider enabling Task Reminders to get custom alerts about your due dates.

How can I quickly see what my team is up to?

Stay up to date with your team’s activity using these handy features:

  • Live Team Activity feed
    Enable the Team Activity Widget in your board’s Power-Ups to get a real-time feed of your team’s actions on a board.
  • Task Filters
    Use filters to focus on recently updated items and see the most relevant changes at a glance. Filtering for tasks updated today
  • Work Summary emails
    Get a daily recap of your team’s activity across all boards you have access to—perfect for staying in the loop without constantly checking in.

Why can't I add files to my cards?

File attachments are available only on Team and Enterprise plans—they’re not included in the Free plan.

If you’d like to upgrade, head to Account Administration → Plan & Billing Details. Feel free to explore the differences between Team and Enterprise plans here.

Free plan users can still attach files using cloud storage services like Google Drive, Box, Dropbox or OneDrive. Just activate the integration in Settings → Power-Ups, and you’ll be able to link your files directly to your Kanban cards.

How to create repetitive tasks?

To make a one-time copy, feel free to right-click a task and Duplicate it.
To automate cyclical creation of the same work item, please use the Recurring Tasks power-up. Just enable it in board Settings → Power-Ups, and you’re good to go!
Please view this entry for more details on how it works.

How to quickly change location of a Kanban card?

If you’re working with a large Kanban board, and need to move a task across multiple columns in a snap, we’ve got that covered.
Instead of dragging it step by step, you can:

  • Use the tasks' location display to select which column, swimlane and board the task should be moved to: Move task from the location display
  • Enable one of these handy scripts in Developer Tools to speed things up:
    • Save and Done – Adds an open card menu option that lets you send a task straight to the Done column. The Save and Done devtools script
    • Change Column – Adds a Change Column option to the right-click menu of closed cards, making it easy to move tasks any stage of the board. The Change Column devtools script

I want to change how my board looks

Not a fan of white backgrounds? Make your board truly yours!

With the Board Background option under Settings, you can completely change the look of your Kanban Tool board. Browse the entire Unsplash image library, upload your own background, and select a color theme to match—Default, Dark, or minimalist Lite.

While you’re at it, feel free to adjust the board scale using the magnifying glass icons to fit your screen perfectly.

Board Background options

Note: Board settings are only available to board owners and account admins. A missing “Settings” link at the top-right corner of the board view means you lack the access permissions necessary to modify it.

Kanban Tool board design example A Kanban Tool board design example B Kanban Tool board design example C

How to search through my boards?

Finding tasks quickly

Looking for a specific task card? The global search feature makes it easy! Just click the magnifying glass icon or press the / key to open the search bar.

The global search - magnifying glass icon

You can search for tasks using their name or External ID#—just type at least three characters to start.
The results appear instantly, along with helpful hints about the values you searched for. For example, if you’re looking for .png files, the file names will be listed under the matching tasks.
Note: Search results are limited to 500 tasks per query.

Searching all boards by an attachment type

Searching by task name

Not sure where a task is located? No problem! Just enter its name in the search bar.

Searching all boards by a phrase

Searching by task details

Need a more advanced search? You can refine your results using specific criteria, for example who created or was assigned to a task. Here’s how:

  • Find all tasks created by a user:
    created_by:@SD - finds all tasks created by the user with “SD” initials,
  • Find tasks with attachments:
    attachment:? - finds tasks with attachments.

Finding work assigned to you

To see everything assigned to you—tasks and checklist items—just type your initials with an @, like this:
@XY or @xy.
Your assigned tasks will appear with your initials in a small square, while checklist items will be marked with a smaller checklist box.

Searching all boards by user assignment

Understanding search criteria & values

Each search uses a criteria (LVAL) and a value (RVAL),
connected by an operator—usually “:”.

EXAMPLE   assigned_to:@AB
searches for all tasks assigned to AB
EXAMPLE   attachment:.doc
searches for all tasks with .doc attachments.

A query such as
Description:’this is a task in which’
searches for all tasks that have the phrase this is a task in which in their description.
In this example, description is the criteria (LVAL), ‘this is a task which’ is the value (RVAL), and the : is the operator.

Supported criteria (LVAL) types:

  • 1: User initials (LVAL)

    • The required formatting is: @XY or @xy
    • The @ cannot be omitted
  • 2: Special criteria (LVAL):

    • assigned_to - finds task assignments - checklist assignment is not included
      EXAMPLE   assigned_to:@am
    • created_by - finds tasks created by particular user
      EXAMPLE   created_by:@zp
    • type - finds tasks of a specific card type, using card type names as you've named them yourself
      EXAMPLE   type:invoices
    • board - searches for tasks from a specific board
      EXAMPLE   board:"Project X" - this will list all tasks from board named Project X (first 500 of them).
      Note: this query is much more useful when used as 1st criteria of many:
      EXAMPLE   board:"Project X" attachment:x1.png

      Please note, how for any criteria or value that uses more than 1 word, quotation marks or apostrophes are being used.
    • swimlane - searches for tasks in a named swimlane
      EXAMPLE   swimlane:"Project 209"
    • stage - searches by column name - as you have named them
      EXAMPLE   stage:done Invoices
      EXAMPLE   stage:'to do' Task 1
      To call out a sub-column "to do", nested under "backlog" parent column, please use:
      EXAMPLE   stage:'backlog / to do'
    • checklist - searches through checklist items only
      EXAMPLE   checklist:deploy
    • attachment - searches by attachment name
      EXAMPLE   attachment:invoice
    • checklist_for - searches for tasks with checklist items assigned to the indicated person
      EXAMPLE   @AM checklist_for:?
      Searching all boards by a checklist assignment
      You can also check if there are any tasks with checklist assignments, by typing:
      EXAMPLE   checklist_for:?
  • 3: Task attributes (LVAL):

    • id - task ID, can be read from an open task URL
      EXAMPLE   id:11877513
      EXAMPLE   id=11877513
    • board_id - board ID, can be read from an open board URL
      EXAMPLE   board_id=150238)
    • recurring_schedule - searches through tasks that are due to recur in a specified time-frame
      EXAMPLE   recurring_schedule:2017-03
      EXAMPLE   recurring_schedule:2017-03-20 type:invoices
    • description - searches through task descriptions
      EXAMPLE   description:XYZ
      EXAMPLE   @AM description:xyz
      Note, how when wanting to search through tasks assigned to specific user, their initials need to go before any other criteria and value.
    • name - looks through task names (titles) only
      EXAMPLE   name:XYZ
    • priority - defines what task priority to look for. Note, that Kanban Tool sees priorities as:
      0 [normal], 1 [high] and -1 [low]
      EXAMPLE   priority:-1 xyz
      EXAMPLE   @am priority:1 description:"do it urgently"
    • tags - searches by tags found in tasks
      EXAMPLE   tags:urgent
      EXAMPLE   @XY tags:urgent tags:"external work"
      Note, how when looking for multiple values of the same criteria found in one task, the criteria name needs to be re-entered.
    • external_id - searches by tasks's external id
      EXAMPLE   external_id:673409
      Searching for the id# alone (e.g., 673409) will find a task using the value for external id too, but the query will not be limited to external id values only. Using external_id:673409 is more specific.
    • created_at, updated_at, due_date - these all refer to the time-frame in which a task was either created, updated or for when its due date was set
      EXAMPLE   created_at:2017-02-27
      EXAMPLE   @AM created_at:2016-05 tags:urgent priority:1
      EXAMPLE   due_date:<2017-03-17 (lists tasks with due dates up until 17th of March)
      EXAMPLE   due_date:2017-02-18 (lists tasks with due date exactly on Feb 18th)
      EXAMPLE   due_date:>2017-03-01 (lists tasks with due dates further than or on March 1st)
      EXAMPLE   due_date:>2017-03 (lists tasks with due dates further than or in March)
    • comments_count - searches by the number of comments posted for a task
      EXAMPLE   comments_count>10 tags:urgent (all tasks with more than 10 comments and with the "urgent" tag) EXAMPLE   @AM comments_count<3
      EXAMPLE   comments_count=0 (searches for tasks that have no comments made on them)
      EXAMPLE   comments_count:? priority:1 (looks at how many comments are in each card with high priority)
    • size_estimate - refers to and searches by the Task Difficulty field
      EXAMPLE   size_estimate>=2 board:'Jake LK Board'
    • subtasks_count - checks for the number of checklist items
      EXAMPLE   subtasks_count>3 board:"KBL project" priority:1
    • subtasks_completed_count - this query only looks at the checklist items that have been completed
      EXAMPLE   subtasks_completed_count=1 board:"Jameson Bard And Co."
    • attachments_count - searches by the number of files attached to the found cards
      EXAMPLE   attachments_count>=8 board:"Purchasing Department"
      EXAMPLE   attachments_count<20 attachments_count>15 (this will find cards with attached between 15 and 20 files)
    • custom_field_1 - (and "custom_field_2" down to "custom_field_15")
      - this search looks for cards with specified values in custom fields.
      EXAMPLE   custom_field_1:XYZ
      EXAMPLE   custom_field_1=30
      Note, that for as long as you know the name that was given to a specific custom field, you can use that name instead of "custom_field_1". For instance: If a "custom_field_1" was called Number of People Invited, you could ask for -
      EXAMPLE   "Number of People Invited">=30
    • external_link - a text-based search through the links added to cards
      EXAMPLE   external_link:docs.google (will search for all cards that have an external link to Google Drive)
    • block_reason - searching through the reasons why tasks are blocked, so refers to blocked tasks only. Of course, what you'd be looking for here are the blocking reasons accepted and most used by your team.
      EXAMPLE   block_reason:"Needs more information"
      EXAMPLE   block_reason:2
      EXAMPLE   block_reason:? - this will list all of the blocked tasks
    • time_estimate - searches by the amount of time that was set as in the Estimated Time field.
      EXAMPLE   time_estimate>10:12 (searches for tasks with time estimate over 10 hrs. 12 minutes)
      EXAMPLE   time_estimate=02:00
      Please note, that this time format is required: HH:MM and using other values may result in finding incorrect information.
    • timers_total - will list tasks for time worked via Time Tracking for an amount specified by value
      EXAMPLE   board:Orders timers_total>02:30
      EXAMPLE   timers_total>06:00 timers_total<08:30
      Please note, "timers_total" value will be 100% accurate only for tasks that are not timed at the time of making the query.
    • timers_active_count - searches by how many team members are currently running Time Tracking timers for each task
      EXAMPLE   board:"Project GHY" timers_active_count>=1 (will find all tasks on which more than 1 person is currently running a timer)
      EXAMPLE   timers_active_count>=3 (will show all tasks on your account, on which there are 3 or more people working at the time of querying)
  • 4: Field name (LVAL)

    You are welcome to make queries by the field names that you find in a translated version of Kanban Tool:
    EXAMPLE  Beschreibung:'Das is'
    EXAMPLE  Prioridad:1

As you can see - the global search does have some serious superpowers.
It’s been shown by what criteria you can search boards - let’s sum up the values and operators (what relates criteria to values) that are supported.

Supported values (RVAL):

As shown in the examples above, values can take form of:

  • A number
  • Number of minutes, hours, days, weeks, months or years, as in: 20.minutes, 3.hours, 7.days, 3.weeks, 2.months, 2.years.
    For singular numbers, you can also use minute, hour etc.
    • EXAMPLE   time_estimate:>15.minutes
    • EXAMPLE   created_at:>2.hours
    • EXAMPLE   due_date:=3.days
    • Note, that for some queries, you may want to use an additional indicator to specify whether to look in the future or past time, as in:
      EXAMPLE   due_date:>2.days.from_now
      vs.
      EXAMPLE   due_date:>2.days.ago
  • A date - this is the supported format: 2015-01-02
  • Time - this is the supported format: HH:MM
  • User initials - @XY or @xy
      Please note: user initials as RVAL (value for your chosen criteria) are supported for queries such as:
    • assigned_to
      EXAMPLE   assigned_to:@DC
    • checklist_for
      EXAMPLE   @DC checklist_for:?
    • created_by
      EXAMPLE   created_by:@DC
    • In any other case, you can preface any query with @ user initials to limit the search results to tasks assigned to this person only
      EXAMPLE   @DC description:"XYZ" due_date:2017-03-04 priority:1

Supported search operators—what to put between LVAL & RVAL:

  • matching value
    EXAMPLE   description:"Do you know"
  • :=  an exactly equal value
    EXAMPLE   custom_field_1:=3453
  • :?  shows all tasks that have any value in the given criteria
    EXAMPLE   checklist_for:? (will list all tasks that have checklist items assigned to anyone)
  • :!  does not include
    EXAMPLE   priority:!1 (will show all tasks that have a priority other than high)
  • :!?  is an empty field
    EXAMPLE   checklist:!? (finds tasks that have no checklist items added)
    EXAMPLE   due_date:!? (finds tasks with no due date set)
    EXAMPLE   assigned_to:!? (finds unassigned tasks)
  • :<  date-related only earlier than (a date)
    EXAMPLE   due_date:<2017-03-17 (will list tasks with due dates before 17 March 2017)
  • :>  date-related only later than (a date)
    EXAMPLE   due_date:>2017-02-18 (will list tasks with dates past 18 Feb 2017)
  • for numerical values only equal to
    EXAMPLE   size_estimate=6 (lists tasks with Difficulty set to 6)
  • for numerical values only larger than
    EXAMPLE   time_estimate>10:00
  • for numerical values only less than
    EXAMPLE   time_estimate<02:00
  • <=  for numerical values only less than or equal to
    EXAMPLE   subtasks_count<=4
  • >=  for numerical values only larger than or equal to
    EXAMPLE   subtasks_count>=4

Navigating the search results

After clicking a task from the search results, you can view and edit it on the screen without loading the original board that the card is on.

The narrow bar below the card title shows the task’s current location (board, column, swimlane).

When you’ve opened a task from the search results, using the left/right arrows on the sides of the card lets you navigate through the results list, as opposed to navigating through the neighbouring tasks on the board - which is how these arrows work when you click a card from the board view and not from search results.

Final notes

Please note, there should be no spaces used between the criteria, operator and value, like so: LVAL:RVAL

With multi-critria queries, simply list one criteria after another, separating by space, like so:
LVAL:RVAL LVAL>RVAL LVAL=RVAL
EXAMPLE   @DV board:”Project D” description:”Casey Toners” due_date>2024-03-20 priority:1
EXAMPLE   @HG checklist_for:? priority:1 due_date<=2024-03-01

As demonstrated in the above examples, any value that you are searching by (RVAL) that is made of more than 1 word, needs to be placed in quotation marks or apostrophes.

Search in comments and lists

The global search can also be used to reference a specific task inside a comment message window or within an individual checklists item. Just type # to open the search window.

Reference other tasks inside a comment

Opening global search from a checklist item

In case you have any problems with using the global search functionality, feel free to for help.

Can I save a filtered view of my board?

Want to keep a set of filters active on your board? You can! Just use the Remember this filter option in the filter menu.

Saving custom board filters

A saved filter will stay applied even if you reload the board or close your browser. When you return, you’ll be reminded that the filter is active.

Saving a filtered view of a board

To clear the filter, use one of the following:

  • Click the Clear filter option in the filter menu.
  • Click Click here to clear filter in the filtering notice.
  • Click the X button in the filters box.

Is there a due date reminder functionality?

Kanban Tool makes it easy to never miss a deadline with two types of due date reminders: automatic daily emails and customizable individual task alerts.

Automatic daily reminders

Want a quick overview of your upcoming deadlines? Kanban Tool can send you a daily email listing all your due tasks across multiple boards. You can choose when to receive it:

  • In the morning, for tasks due today
  • In the evening, for tasks due tomorrow

The email includes tasks assigned to you, or those you created and left unassigned—so you always know what’s on your plate.
You can set up the reminder from My Profile → Edit My Details.
If you’d rather not receive these emails, simply select Never from the email arrival time dropdown.

Custom reminders

Need to create an alert for a specific task before it’s due? The Task Reminders power-up lets you:

  • Set custom email notifications for any date and time
  • Notify multiple team members at once
  • Choose alternative reminders: move a task to the top of a column, change its color, assignment, or priority

Creating a custom task reminder

This way, you’re not just reminded—you’re set up for action in a manner that suits you best.

Not sure how to get started? View this guide on using due dates in Kanban Tool.

Is it possible to mass update tasks?

Yes! You can update multiple tasks at once in two simple ways:

Manual selection & editing

Hold CTRL while clicking on multiple tasks to highlight them. Then, right-click any selected task and choose Edit # tasks to update them all at once.

Edit several tasks at once

Curious about other keyboard shortcuts? Please view this guide.

Bulk updates via import

For large-scale changes, use the import feature. If you include the IDs of existing tasks, the imported data will overwrite their current details—making it an efficient way to manage updates across multiple tasks in one go.

Streamline your workflow with process automation

Process automation lets you set up actions on your Kanban board that trigger automatic reactions—saving you time and keeping your workflow efficient.

With automation, you can, for instance:

  • Have tasks of a certain type (color) assigned to a specific team member
  • Adjust task priority based on due dates
  • Move tasks to the next stage when a specific custom field is populated
  • Send custom email notifications when a task meets chosen criteria, e.g., position in a column or swimlane
    …and much more!

How to set up automation?

Navigate to board Settings → Process Automation and use the provided widget. You’ll find some predefined examples to get you started, but you can also create rules tailored to your unique workflow.

Who can use automation?

Automation rules can be created and modified by:

Automation examples

1. Event-triggered actions

  • When a task is created in swimlane Project DYN, assign it to Francois: Automation Rules
  • When a task is moved to the Today column, change assignment to Rick, add a due date for today, and make it high priority: Automation Rules
  • When a task receives a time estimate exceeding 20 hrs, send a notification to Aksel: Automation Rules
  • When a task is moved to Monitoring, change the card type to financial analysis.
    This is fantastic help especially, for when you have set up different card templates for different card colors: Automation Rules
  • When any task on the board is updated in any way, send a notification to Jónsi.
    Note, that leaving a field blank is also recognized as a selection criteria, just like in this example: Automation Rules
  • When a task is moved to Done, clear its due date field: Automation Rules

2. Cyclically occurring automation

You can also create rules that run at regular time intervals, rather than triggering based on specific events. For example:

  • Archive red tasks in the Done column that haven't been updated for 7 days. Automation Rules
  • Notify me of high priority tasks that are due in 2 days. Automation Rules
  • Notify Daria when there are tasks that have been worked on (timed) for over 8 hours. Automation Rules

3. Automation buttons

It’s also possible to create automation rule trigger buttons, clicking which will cause a specified set of changes to apply, either to one task—when using task buttons and menu options, or to all tasks—when using board buttons.

  • Create a board button clicking which will check for overdue tasks in the Production column, and send a notification about them to set users.
    An automation button like this will be added to the board's side panel, under Process automation.
    On-board automation button
    Automation Rules
  • Create an in-task button clicking which will send the task to Production, and change multiple task details—assignment, due date, type, custom field selection.
    On-task automation button
    Automation Rules
  • Add an extra task menu option letting you move a task straight to Completed.
    In-task automation button
    Automation Rules

How to compose unique board triggers?

For detailed information on the syntax needed for own automation rules creation, please view this page. Should you get stuck, or come across any issues, feel free to .


Process automation limitations

Kanban Tool subscribers can use process automation with the following limitations:

  • 10 rules per board, for accounts with up to 5 members
  • Twice as many rules, as the number of users, for accounts with more than 5 members
    (e.g., 20 rules per board for a 10-user account, 100 rules per board for a 50-user account)

During the free trial period you can define up to 5 automation rules on each board.

Note that process automation is only available to the Enterprise plan subscribers.
You can change your service plan any time from Account Administration → Plan & Billing details.

Can I use file attachments?

Yes! If you’re on the Team or Enterprise plan, you can attach files directly to your task cards. There’s no limit to the number of attachments per card, but an individual file cannot exceed 20 MB.

If you’re using the Free plan, direct file attachments aren’t supported.
However, you can still link to files stored on services like Google Drive, Box, Dropbox, or OneDrive.

This way, you can keep all your important documents easily accessible, no matter which plan you’re on!

Can I move tasks from one board to another?

You can easily transfer tasks across the boards within your account. Here’s how:

  • Right-click menu:
    Simply right-click a task and select Move to to send it to another board. You can either move the original task, or copy it onto another board.
Moving a task with the Move To option
  • Card location menu:
    When viewing an open task, use the location menu to move it to a different board effortlessly.
    Move task from the location display

What keyboard shortcuts does Kanban Tool support?

If you're looking to speed up your board and tasks navigation, there's a bunch of keyboard shortcuts to take advantage of:

In the board view:

  • Ctrl++ zoom in
  • Ctrl+- zoom out
  • Space start or pause your last active task timer (for the Enterprise plan subscribers)
  • / search for tasks across all boards
  • Shift+/ apply a filter to the board
  • X disable any applied board filters

On a selection of tasks, or when pointing at a task:

  • E archive selected tasks
  • Del delete selected tasks
  • , move the selected tasks to the previous stage (to the left)
  • . move the selected tasks to the next stage (to the right) Use keyboard shortcuts on selected tasks
  • M assign selected tasks to yourself
  • Enter open the selected task
  • Ctrl+C copy selected tasks
  • Ctrl+V paste copied tasks, or turn text from your clipboard into the board as tasks
  • Ctrl+X cut selected tasks
  • Menu / Apps open the context menu

In the open task view:

  • Esc to close the task, or exit the fullscreen view
  • Tab to navigate between all of the task's inner fields
  • There is also a number of shortcuts for use in the Description field text formatting

When adding a new task:

  • Ctrl+Enter create and close the new task
  • Ctrl+Shift+Enter create, close and add another task

When deleting or archiving tasks:

  • Ctrl+Z undo action
  • Ctrl+Y redo action

How can I visualize my project timeline?

  • Kanban Board: Displays tasks in stages, helping you track progress at a glance.
    Kanban makes it easy to see your project’s progress by organizing tasks into columns based on their completion stages. That’s why we recommend using Kanban Tool to keep everything clear and structured.
    How can I visualize my project timeline — Kanban board
  • Calendar View: Shows your tasks’ start and due dates for a clear timeline overview.
    To visually track the project timeline, you can use task due dates and start dates. A combination of the two will allow you to preview the tasks’ timeline in the interactive calendar.
    How can I visualize my project timeline — Calendar view

By combining these views, you get the best of both worlds—a Kanban board for workflow clarity and a calendar to keep your deadlines in check!