Moving Actions through the Kanban board

When to use Kanban view

Kanban view shows your Actions as cards in columns, grouped by status. It's the right view whenever you want to push work through the pipeline visually — picking up an Open Action by dragging it into In Progress, then across to Resolved when the work is done.

Open Kanban when you're:

• Running a stand-up and want a visual overview of what's in progress
• Working through a list of snags and moving each one along as you deal with it
• Keeping an eye on how many Actions are piling up in each status
• Showing a client or contracts manager where things sit at a glance

Switch to it from the layout toggle in the top-right by clicking Kanban. Your browser remembers the choice for next time.

What you'll see on the board

The board has one column per status:

• Open
• In Progress
• Resolved
• Closed
• Rejected

Each Action appears as a card in its current status column. The cards show:

• The Action number and title
• A coloured priority dot
• The Action type
• Avatars of the assignees
• The due date, if one's been set

Click any card to open the full Action detail page.

Dragging a card to change status

The fastest way to move an Action along is to grab its card and drop it into a new column.

1. 1

   Click and hold a card in its current column.

2. 2

   Drag it sideways to the column you want to move it to.

3. 3

   Release the mouse. The status changes immediately and the card settles into the new column.

Changes appear straight away. If something goes wrong, the card reverts and you'll see an error message.

Dragging into a locked status

Moving a card to Resolved, Closed, or Rejected is a bigger deal — those are locked statuses that finish the Action off. When you drop a card into one of these columns, the Close Issue dialog opens first and asks you for a closure resolution, notes, and a signature before the change is committed.

If you cancel the dialog, the card stays in its original column.

Tailoring the columns

You don't have to live with all five columns visible if some of them clutter the board.

1. 1

   Click the Manage Columns button above the board.

2. 2

   In the dialog, toggle off any columns you'd rather hide — for example, you might hide Rejected if you rarely use it.

3. 3

   Drag the remaining columns into the order you want them on the board.

4. 4

   Close the dialog. The board rearranges to match.

This is per-user customisation, so your choice only affects your own view. Everyone else sees their own preferred layout.

Real-world examples

• Daily stand-up — open Kanban, walk through the In Progress column with your site team, and drag anything that's finished across to Resolved
• Clearing snags — filter to a specific snagging type, then drag cards across as the operative sorts each one on site
• Weekly status review — use the filters to narrow to one subcontractor, and check how much of their work is sitting in Open versus In Progress

Next steps

• Filtering and sorting Actions in the table — for when you need to work with many Actions at once.
• Status workflow and closing — for what happens when you drop a card into a locked column.
• Reopening an Action — for pulling a closed Action back into the working columns.