Tasks — Kanban View
Manage project tasks on a visual Kanban board. Drag cards between columns to update status, link tasks to design entities, and track the full project workflow.
Tasks — Kanban ViewThe Kanban view in the Planning workspace displays all project tasks as draggable cards arranged in four fixed status columns: Ideas, Planned, In Progress, and Done. Drag a card to a new column to instantly update its status — no menus or form saves required. Use Kanban when you want a visual at-a-glance picture of where every piece of project work stands, or when you need to quickly sweep finished tasks into Done at the end of a working session. All four planning views (Kanban, List, Gantt, Calendar) share the same task data, so a move in Kanban reflects everywhere.
Read a task card
Each task card shows:
- Task name (bold, top of card)
- Assignee avatar — the team member assigned to the task
- Due date — shown as a relative date (e.g. "Due in 3 days") or in red if overdue
- Linked entity badge — a small canvas icon appears if the task is linked to one or more entities
- Priority tag — color-coded: red = high, yellow = medium, blue = low
The card background is white by default. Overdue tasks show a red left border.
Drag cards between columns
To update a task's status, click and drag the card to the target column. A drop highlight shows where the card will land.
Dragging a card to the Done column marks the task as complete and stamps it with the completion date. Dragging a completed card back to To Do or In Progress clears the completion stamp.
Cards within a column can be reordered by dragging them up or down within the same column.
Drag completed tasks to the Done column at your end-of-day review to keep the board current — a clean board helps the whole team see what is actually in progress.
Add a new task
Click + at the top of any column to add a new task directly to that column. A quick-add card appears with a text field — type the task name and press Enter to create it.
For full task details, click the card to open the Task Detail dialog where you can set:
- Task name and description
- Assignee
- Due date
- Priority
- Linked entities (see the Task–Entity Linking article)
- Tags
Click Save to close the dialog and update the card.
Edit a task
Click any task card to open the Task Detail dialog. All fields are editable. Changes are saved automatically as you type.
From the Task Detail dialog you can also:
- Delete the task using the overflow menu (⋯) > Delete
- Duplicate the task using the overflow menu > Duplicate
- Convert to milestone — removes the duration and shows the task as a diamond in the Gantt view
- Add a linked entity — see the Task–Entity Linking article
The ⋯ menu on each card provides one-click shortcuts to Mark Completed, Won't Do, or move to any column — faster than dragging when you only need a single status change.
Create a new task
Click the + button in a column header to open the New Task dialog with that column's status pre-selected, or click New Task in the workspace header to start without a pre-set status. Enter a Task Name (required), then optionally fill in a description, parent task, status, priority, responsible person, progress percentage, start date, due date, dependencies, and linked drawing objects. Click Create to add the card to the board.
Edit a task
Click anywhere on a card to open the Edit Task dialog where every field is editable. Change the task name, description, dates, priority, progress slider, dependencies, or linked drawing objects, then click Save to apply. To delete a task, open the ⋯ menu on the card and select Delete. Like a card move or edit, a delete can be reversed with Undo (Ctrl+Z or the Undo button in the workspace header) within the same session.
Link a task to a drawing object
Inside the task dialog, scroll to the Linked Drawing Objects section and click Link Object. A searchable picker appears listing named objects from across every drawing page in the project — click one to attach it to this task. Linked objects appear as chips in this section of the dialog. Clicking the name on a chip pans and zooms the canvas to that object, switching pages if needed, so you can instantly locate what the task refers to in the design.
Linking tasks to drawing objects is especially useful for punch-list work — create a task for each item to fix, link it to the relevant shape, and navigating through tasks becomes a guided tour of the drawing.
The Kanban, List, Gantt, and Calendar views all display the same task data. A status change made by dragging a Kanban card will immediately appear in the Gantt timeline and List view — no sync or save step needed.
Use Ctrl+Z (or Cmd+Z on Mac) to undo a card move or edit. The Undo and Redo buttons are also available in the Kanban header. Undo works across drag moves and dialog edits within the same session.
Frequently Asked Questions
Can I add, rename, or reorder the Kanban columns?
No. The four columns — Ideas, Planned, In Progress, and Done — are fixed. They cannot be renamed, reordered, added to, or removed. This keeps status consistent across all planning views and ensures the Gantt and Calendar use the same statuses without configuration.
What is the difference between Completed and Won't Do in the Done column?
Both statuses land a task in the Done column. Completed means the work was finished as intended. Won't Do means the task was deliberately abandoned or descoped. Won't Do tasks are shown with strike-through text and reduced opacity so they remain visible in the record but are clearly distinct from tasks that were actually finished.
Why does an hourglass icon appear on some task cards?
The hourglass icon indicates the task has dependencies — it is waiting for one or more other tasks to be completed before it can start. Open the task to see which tasks it waits on in the Dependencies section of the Edit Task dialog.
Does clicking + in a column header create a task immediately?
No. Clicking + opens the New Task dialog with that column's status pre-selected. You must enter at least a Task Name, then click Create to add the card to the board. This prevents accidental empty tasks from cluttering the board.
Can I see tasks from other projects on the same board?
No. The Kanban board always shows tasks for the current open project only. Each project has its own independent planning board.