Moving Work Packages along on the Kanban board

When to use Kanban view

Kanban view turns your Work Packages into cards on a board, sorted into columns. It's the right view when you want to see where every job sits in the workflow and move things along as work progresses.

Reach for it when:

• You're running a daily stand-up and want a quick visual of what's where
• You want to drag a card from Ready to In Progress rather than opening it and using the dropdown
• You're scanning for anything stuck in Blocked that needs chasing
• You're reviewing a portfolio and want to see how many Work Packages are running on each project at once

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

Choosing how to group the board

Kanban gives you three different ways to lay out the columns. Use the Board Type selector above the board to switch between them.

• Status — columns for Backlog, Ready, Allocated, In Progress, Blocked, and Complete. This is the default and the one you'll use most.
• Type — columns for Work Package, Task, Milestone, and Phase. Useful when you want to see all your milestones together at a glance.
• Project — one column per project, on the company-wide view only. Useful when you're stepping back to look at the whole portfolio.

What's on a card

Each card gives you the headline information from its Work Package without you needing to open it:

• The number and name
• A coloured dot and label showing the type, if it isn't a standard Work Package
• The parent project's badge
• The total number of sub-packages inside
• The start and end dates
• A progress bar if there's any progress, otherwise the avatar of whoever is accountable

Click anywhere on a card to open the full Work Package detail page.

Dragging cards between columns

The drag-and-drop is what makes Kanban feel quick.

1. 1

   Find the card you want to move.

2. 2

   Click and hold on it, then drag it across to the column you want.

3. 3

   Drop it. The change saves straight away and a confirmation appears.

What happens depends on which board you're on:

• On the Status board, dragging a card updates its status (so dragging from Ready to In Progress changes the status accordingly)
• On the Type board, dragging a card changes its type
• On the Project board, dragging a card moves the Work Package — and everything inside it — to a different project

If something goes wrong, the card snaps back to where it was and you'll see an error message.

Hiding columns you don't need

If your board has too many columns to fit on screen, click Manage Columns above the board to show or hide them. You might hide Backlog and Complete to focus on active work, for example. Your choice is remembered for next time you visit.

Searching the board

A search bar above the board lets you find a specific card by name or number across every column. Type a few letters and the matching cards stay visible while everything else fades out.

Real-world examples

A few situations where the board earns its keep:

• Site progress meeting — group by status and walk through each column from Allocated to Complete, dragging cards as you go
• Tracking handover milestones — group by type and use the Milestone column as a checklist for the project's key dates
• Portfolio review with the directors — group by project and see at a glance which jobs are heaviest right now

Next steps

• Table view — for filtering and bulk actions.
• Gantt view — for timeline planning.
• Getting started with Work Packages — for the full status workflow and type glossary.