Tasks and projects
How to use Kanban and list view
Reach for list view when you want control and overview, and Kanban when you want to follow tasks visually through each phase.
Step by step
- Use list view
List view gives an overview of tasks, deadlines, employees and status.
- Use Kanban
Kanban shows tasks in status columns and makes the workflow visual.
- Move tasks
Move tasks between statuses as the work changes phase.
- Filter as needed
Use filters for employee, customer, project or status.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.