To decide which fields will appear on your Kanban cards, you can edit your Kanban card template by going to board Settings
Then go to Card template
and tick all the fields that you'd like to be using and please remember to save the changes
at the bottom of the page.
Task ID, priority, comments, tags, external link, due date, to-do list, task difficulty points
are the properties that can show up on your Kanban card.
Which properties will be visible on a card depends on your chosen Kanban card template
You can edit your Kanban card template view in "Settings
" - "Card template
". Please remember to always save changes at the bottom of the page.
The most convenient way of getting a card moved is with the use of drag-and-drop
You can also use a card's dropdown menu
. Just right-click on s card and select "Move
If you have a number of tasks that need to be moved from one column to another, just right-click in any empty space within a column and select "Move all
It is quickest to use the filter
or global search
, accessible from any Kanban board.
Just type in @ + user initials (i.e. @XY) in either of the 2 and hit enter. All the tasks assigned to the searched user will be highlighted - filtering results are limited to the 1 board you're on, while global search results span across all the boards you have access to. Using the search does not highlight the assignments, but gives a list of all tasks and checklist items.
Learn more about Kanban Tool filters here
You can show the number of days remaining to the task's completion due date on a Kanban card.
The date itself is visible when you hover over the calendar icon
of a card.
To enable the due date option for your board, while on a board, please go to "Settings
" tab, then "Card Template
" and select the "Due date
" field to be active on your cards.
Please remember to save the changes at the bottom of the page.
Blocking a card means visualizing that something disables the team from performing the task.
The idea behind the card blocking feature is to not be able to move the blocked card until the problem is resolved. Usually, when you block a task, it cannot be moved at all.
Kanban Tool allows moving cards that are blocked but only by using the right-click menu.
Customizable priority fields on Kanban Tool cards are available through use of a custom field card template option.
You can customize the way your card looks in "Settings
" - "Card Template
To enable a custom field, check "Custom field 1
" and change the label to e.g. "Priority
", then select the "Dropdown with options
" and set to e.g. "Very high, high, normal, low, very low
The difference between a standard Priority field and customizable one is that unfortunately you will not see the icon on the front of the card
There are 3 easy ways to link Kanban cards:
You can use tags
to link 2 or more cards. To do it you need to create cards and use the same tag (eg. "design") with 2 or more cards. Then, when searching for tasks using the search option in top right corner of the board view, you will be able to search for this tag
and tasks that have been tagged with it will get highlighted.
You can also try another solution - each card in Kanban Tool has a unique URL
. You can copy this URL and paste it in another card's external link field
To enable external link fields, please go to "Settings
" - "Card Template
". This way, when opening a card, you can switch to a linked card by just one click in the far right corner of the external link field.
Also, you can successfully utilize the Web Attachments
to link one card to another. The Web Attachment Power-Up allows for linking anything with a URL (so any web content) to a Kanban Tool card. Web Attachments can be enabled in "Settings
" - "Power-Ups
At the moment, you can only assign a task to one user at a time.
You can, however, use a checklist to create subtasks and assign them to other users.
Email notifications are sent on checklist item assignments - also - individual users are able to search all boards simultaneously for their assigned work - both tasks and checklist items - so there is no risk of anyone not finding their assigned work.
To find all your assignments, just type @XY (your initials) into the search:
Please try this solution.
Sub-tasks can be added to a card via the checklist function
When opening a task, you can add your sub-tasks (checklist items) at the top - using the "+ checklist
Each of the items can be assigned
to a specific, different user. Users will receive notifications on checklist item assignment.
Unfortunately, right now it is not possible to set custom templates for specific card colors.
This feature is currently in our internal backlog for future implementation.
To make creating similar cards easier - please consider using the Checklist Templates
and the Recurring Tasks
You can view card specific stats through the Lead and Cycle Time diagram
Lead & Cycle diagram will provide you with a start time, an end time and a cycle time statistics for each task.
Another good piece of card-specific information is the Time log
, available from the task itself. It lists the amount of time users have spent working on this task.
Similar information on specific card time entries can be read from the Summary View of Time Report, after grouping entries by task
and by user
Note: the Time Log and Time Report are only available on the Enterprise plan.
The links should be automatically recognized by the description field editor.
To open a link, please click on it and choose the first available icon:
Adding links to Kanban cards is also very effective with use of the Web Attachments
or an External Link field
Also, links are supported in the checklist function - they work perfectly (one-click open). Please try it.
It's possible that you have entered an unsupported sign in your Task Difficulty field.
The Task Difficulty will only show a number on the front of a card - no letters nor any special characters.
You can add descriptions to different Task Difficulties in a drop-down menu, but only the numerical value of this description will be shown on the front of a card.
The due date format cannot be changed at the moment.
The default date format displayed is YYYY-MM-DD.
It is highly suggested that you utilize the external link field or custom fields with external link type to store your links and gain easy access to them.
You may also add links directly to your description of a card - they will be automatically recognized and highlighted by the editor.
To open this link, just click on it and choose the first available icon - Open Link.
A very good alternative to using description field links is using either the External Link field or utilizing the Web Attachments Power-Up. Both of them facilitate changing links to one-click accessed buttons - much more time-saving!
A good way of enlarging the due date is increasing the card font size. This way all the information is more visible.
To enable larger fonts on your cards, please go to Settings - Power-Ups - Developer Tools and open the blue link to scripts on Github.
From there, please choose the Large Font Script, copy its link and paste it back in the Developer Tools dialogue box. Just click the plus icon, paste the link and Save Changes.
Now all your card information is more visible.
With use of the Estimated time
fields you can get a visual clue on how much time is spent on tasks with regards to your own time estimates about it.
To do this, please activate the Estimated Time
field in Settings - Card Template.
Once done, please add your estimation of how long you think the task will or should take.
The Estimated time
field is set to work in hours
. For instance, you can write:
" for 6 hours
" for half an hour
" for 25 minutes
When you start working on a previously estimated task, there will be a pale green progress bar displayed at the bottom of the card, notifying you of the running time being within the estimate:
If it happens that you work on this task for longer than estimated, a new progress bar will be displayed - this time in pale red, showing how far over the estimate you're going:
After work on the task is done, this little progress bar will be a remaining information on the task card, showing whether you've completed the work within or outside of the estimates time:
Yes, this is possible. Please enable Checklist Templates
to make this possible on your board.
You may also want to consider using Recurring Tasks
, as it is a great way to work on identical tasks in regular periods of time.
To find out more, visit this page
The simplest way to make the card fronts text larger is to use the Custom Theme
It allows an easy choice of 3 font sizes: Default, Large and Extra Large.
There is also another way to enlarge font size on the fronts of cards.
Please go to the board's Settings
- Developer Tools
and add the Large Font Script
to one of the empty slots of your Developer Tools.
You can find out more about the Developer Tools here
Alternatively, you can simply zoom in
on the board with the browser's zoom - normally accessible by simultaneous clicking of CTRL and +
on the keyboard.
To enable the full screen mode for a card description, please focus your mouse cursor on the description field (start editing). You will see a stretch arrow in the top corner of the description field, with which full screen view is activated. To get back to regular view, just hit the ESC button.
To save an image of your card, please open the task and choose Save as image
from the context menu.
The image will be saved to your browser's default download folder.
From there on, you can print the image using your operating system settings or any graphics program.
For extra speed, instead of using the built-in text formatting icons, you're welcome to use the following shortcuts within the description field of a card:
CTRL + b bold
CTRL + s strike-through
CTRL + i italics
CTRL + k hyperlink
CTRL + u underline
CTRL + p image insert
CTRL + a select all
CTRL + x cut out
CTRL + v paste
CTRL + x delete selected
CTRL + z undo last action
For completed work we recommend archiving
tasks, as this builds the grounds for your account Analytics
, and leaves you with a record of what work you've done. The delete
option should be reserved for tasks created by mistake or about doing which you've changed your mind.
If, however, someone happens to delete a valid task by mistake, it should be available to be brought back, for as long as it is still within our database.
Only users with an Account Admin or Owner
can restore deleted tasks. They also need to ensure that they have active access to the boards tasks had been deleted from.
To do that, an Account Owner or Admin needs to open the search
window from any board and type in:
- to see all deleted tasks available for recovery or, for example:
- to see all task deleted up until a given date.
All that needs to be done now is to use the Restore