Using Kanbans for Project Management
Organize tasks and workflows with visual kanban boards.
Accessing Kanbans
Desktop
- Click Kanbans in the left sidebar
- View your boards
- Create and manage cards
Mobile
- Tap Kanbans in navigation
- Horizontal scrolling boards
- Touch-optimized interface
Desktop Kanban View
Board Layout
- Columns represent stages
- Cards move between columns
- Drag and drop interaction
Card Details
- Click card to open details
- Side panel shows full info
- Edit inline or in modal
Actions
- Drag cards between columns
- Right-click for context menu
- Keyboard shortcuts available
Mobile Kanban View
Horizontal Scrolling
- Swipe left/right between columns
- Columns stack horizontally
- Current column highlighted
Card Interactions
- Tap: Open card details
- Long Press: Move mode
- Drag: Move to new column
Mobile-Optimized Features
- Larger touch targets
- Swipe gestures
- Floating action button
Creating Cards
Desktop
- Click Add Card in column
- Enter card title
- Press Enter or click Save
- Click to add details
Mobile
- Tap + in column or floating button
- Enter title
- Tap Save
- Tap card to add details
Moving Cards
Desktop
Drag and drop:
- Click and hold card
- Drag to target column
- Release to drop
Mobile
- Long press card
- Drag to column
- Or use move menu option
Card Details
Information
- Title and description
- Assigned members
- Due date
- Labels/tags
- Attachments
- Comments
Editing
- Desktop: Click fields to edit
- Mobile: Tap edit icon or fields
Kanban Automations
Set up automatic actions:
- Move card triggers action
- Send notifications
- Update status
- Create tasks
Works same on all devices—set up once, works everywhere.
