Team task management with Kanban


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This is how a Kanban board is structured

Change and delete status

Meaning of the icons on the Kanban boards

This is how a Kanban board is structured

A Kanban board is read from left to right: On the far left are always the unfinished tasks or the backlog. On the right side there are always the completed tasks.

In each status column the hours of all tasks which are in the column are added up. This is handy if, for example, you only have a certain quota of hours for the project. You can quickly see the estimated effort of all tasks in the project without having to go to the dashboard for it. As soon as you move a task to another column, the number of hours in the respective status column adjusts automatically.

Change and delete status

You can customize the number and naming of the columns to suit the way you work. To do this, click Edit Status on the Edit tab. A page panel opens on the right:

Click New Status to add another column to the view. You can give the new column a name and assign it a color. Your Kanban board would now have four columns.

You can also edit one of the existing states. In the side panel, click on the state you want to change and in the dialog box, change the name and the color assigned. The color helps you to identify tasks with the same state at a glance.

You can use the arrows to control the order of the Kanban columns - the top entry in the list is the leftmost column, the bottom entry is the rightmost column. You can delete columns using the cross.

New tasks always appear first in the leftmost column. You can drag them to another column to change their status and color assignment. For example, when a team member starts working on a task, they can drag it from the Not Started column to the In Progress column. This way all team members can see who is currently working on what. Once you drag the task to the far right column, it is considered complete.

You can recognize overdue tasks by the red marking of the start and/or end time. For example, the following task should have already been started, but is in the Not Started column. 

Attention: No matter how you name and arrange the columns - in InLoox, the tasks in the leftmost column are always listed as Uncompleted and the tasks in the rightmost column are always listed as Completed.

Note: Adjustments to the Kanban board are always visible for the entire project. If you want to define a Kanban structure for all projects in the database, the InLoox administrator has to define this in the InLoox settings.

Meaning of the icons on the Kanban cards

You can see directly on the task card if the task was created from a mindmap node and if it was added to a planning process. Click on the respective icon to go directly to the corresponding mind map or planning process. You can also see from the icons how many lists, documents and notes a task has.