Kanban Task Overview

• How to get kanban
• Display and function Drag & Drop
• Use Drag & Drop in Kanban
• Personal Kanban Items
• More information
  • Gantt schedule
  • Task overview
  • Information protection in kanban

A clear view of your, your team's, project's or region's tasks

How to get kanban

You can get kanban view by clicking on the task bar on the main table or in the project. You can also see function (by clicking from the task overview).

Display and function Drag & Drop

A Kanban view groups tasks according to different criteria – who does it or what state they are in. This gives you a perfect overview of the progress of your work through different types of Kanban views. In addition, by positioning tasks between blocks, you can quickly react to agreements on who has what task to do or, for example, delay minor tasks.

The system offers you several types of Kanban views, for different types of activities:

• Personal Kanban – an overview of one worker's tasks. Everyone can view their personal Kanban, managers can view the Kanban for each of their team.
• Project Kanban – an overview of project tasks displays tasks in a project. You can view it by people or by task's status.
• Kanban Requests – A Kanban view displaying requests is particularly useful for development activities. It allows you to plan and check the status of requests comfortably without having a task for each.

Use Drag & Drop in Kanban

Kanban allows you to easily update the status of tasks with Drag & Drop. Drag a task into another field to easily change the status of its processing.

To change who is processing the task, open a separate kanban and project desk (Dashboard) in a separate window. Drag a task to a worker in a team overview to change who is processing the task or request.

Personal Kanban Items

A personal kanban shows you tasks sorted into groups. (Within the description, we always refer to your personal kanban. When you view someone else's kanban, it will be tasks related to them.)

• Unstarted Tasks: Tasks that can already be worked on but have not yet started. Includes tasks that have been activated in a project or area, or tasks that have already been worked on but have been newly handed over to you for further processing.
• Active tasks: are those that you are currently working on – they have already started.
• Scheduled: In scheduled tasks, you see tasks that should start within the next 7 days, according to the set deadlines.
• Pending are tasks that have already been processed but have been suspended for something. You see not only your tasks, but also the tasks of the people you are responsible for (you are their line manager) Among those waiting, you see tasks from your people's projects
• Completed: Shows tasks completed in the last 10 days
• Track: Shows tasks that you are responsible for, but someone else handles them
• Long-term: Long-term tasks are those that are assigned to you for a long time – typically education, project supervision, etc. You see all of them in this folder. Remember that long-term tasks are not on your main desk
• Problems: Shows an overview of open problems that are assigned to you to solve. (If a separate task was based on solving a problem, you will probably not only have a problem in the problem overview, but also a current task.)

More information

Gantt schedule

While Kanban is suitable for everyday management, e.g. stand-up meetings, it is more suitable for task scheduling Gantt diagram.

Task overview

Editing individual task details is likely to be easier directly in the project task list.

Information protection in kanban

Depending on the rights set, you can see other workers' tasks in kanban. However, the ability to see them is very limited, so no one can see other people's agendas without checking them. The rights that control the settings are:

• The regular user can only see their own tasks
• A worker with high rights (tsk@tskPowerUser) has the right to see the tasks of people on their team (those for whom they are the line manager's supervisor – this option only works with the Human Resources module active).
• A worker with full reading rights (tsk@fullread) can view the work tasks of any other worker. Permission is for top management of the organization only.