Boards (Kanban)

Getting Started with the Board(Kanban) Feature

Embarking on your journey with the Board feature is a breeze. In this chapter, we’ll delve into the essential elements that make up the Board: Boards, Sections, Cards, and much more. Discover the simplicity and efficiency of organizing your projects with these fundamental components.

Embracing Kanban: Your Visual Work Management Partner

Kanban is a scheduling system for lean manufacturing, also known as just-in-time manufacturing. It was developed by Taiichi Ohno, an industrial engineer at Toyota, to improve manufacturing efficiency. The term “kanban” itself comes from two Japanese words: “看” (sign) and “板” (board), which together mean “signboard” or "billboard".

In the context of project management, Kanban is an Agile management method that emphasizes continuous improvement, where work items are “pulled” from a product backlog into a steady flow of work. This framework is visualized using Kanban boards, where tasks, represented as cards, move through stages of work, represented as columns. This allows teams to see the state of every piece of work at any time and helps balance the work with the available capacity of each team member.

What is a board?

A board is a powerful tool for organizing information, especially for complex projects, teams, or workflows. You can use a board to:

  • Launch a new website

  • Track sales

  • Plan your next office party

  • And much more!

A board consists of cards that represent tasks, and lists that represent stages of the process. You can also add labels, due dates, attachments, comments, and other details to each card. The best part is that you can collaborate with your colleagues on the board, and see the progress of your work in real time.

Board setting

  1. Click + New Board button

  2. Insert title and description of the board

  3. Assign member who are involved into the board.

Only assigned members are allowed to view and manage the board, section and cards

What is a section?

Sections are a way to keep your cards, or tasks and information, organized in different stages of progress. You can use sections to:

  • Create a workflow where cards move from one step to another until they are done

  • Keep track of ideas and information in a simple and flexible way

  • Add as many lists as you need to your board, and customize their names and order

How to create sections?

You can create multiple in the board, please follow the guide below:

  1. On the board, click + Add Section button

  2. Insert section name.

  3. Choose the color of the section

  4. Click Done and save the section on the baord

You can create multiple sections in the board.

You can hide the section if you don't want to display on the board.

You can easily find the tasks you need on the board by applying filters. You can choose to see all the tasks or only the ones that are assigned to you.

What is a card?

Cards are the smallest and most detailed units of a board. They represent tasks or ideas that you want to accomplish or remember. For example, a card can be:

  • A blog post to be written

  • A company vacation policy

  • A new marketing manager to be hired

To create a new card, just click + Add Card at the bottom of any section and give it a name.

Cards can also hold various types of information, such as:

  • Card name

  • Description

  • Labels

  • Users

  • Related entities

  • Start and due dates

  • Remind date

  • Attachments

You can customize your cards by clicking on them and adding the information you need. You can also drag and drop your cards across lists to show their progress. You can add as many cards as you want to your board. In the next chapter, you will learn more about how to use cards effectively.

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