Team task management with Kanban

Video tutorial: Task management with Kanban »

This is how a Kanban board is structured

Tasks are divided into three categories that are displayed on a three-column board:

• To Do
• In Progress
• Done

The status of tasks and competences are always clear. In the classic Kanban method, tasks are not scheduled, but in InLoox you have the option to create tasks with and without a deadline.  

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.

Change, add and delete status (=kanban column)

You can customize the number and naming of the columns to suit the way you work.

• To do this, click on the three vertical dots on the right side of a status. Here you have the option to rename the status, add a new status to the left/right of it, or delete the status. Alternatively, you can click directly on the status name to rename it and change it.

• You can change the order of the Kanban columns - using drag and drop you can easily move a column to the left or right.
• To change the color of the status, click on the bar and select a new color from the color palette.

New tasks & change status of a task

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 To Do 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.

• If a task is added to a planning item in the Gantt chart, the Gantt-icon appears in the Kanban task card. The task will automatically get the start-/end-dates of the planning item. This date is also on the Kanban task card.

• For particularly large tasks that have a planned effort of two working days or more, a blue warning flash appears.

• If you color-code your tasks, the color is also displayed in the Kanban task card under the ressource.

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.