TaskRox Help & User Manual
Select a topic from navigation to view one module at a time.
Topic: Kanban
General
Modules
Kanban
Kanban shows the tasks of a project or site as cards in four status columns. Use it to create, assign, move and complete day-to-day work.
On this page
Opening the board
Open Kanban from a project or a site. A site board shows the tasks of the site's own workspace.
The board has four fixed columns: To Do, In Progress, In Review and Done. Columns cannot be renamed, added or removed. Each column header shows its task count.
Each card shows: - a flag coloured by priority: Low, Medium, High or Critical - the task title - the assignee's first name - the due date - up to two labels.
A card with a red border is overdue: its due date has passed and it is not Done.
Creating a task
- Click New task in the board header, or click + in a column header to start the task in that column.
- Enter a Title. This is the only required field.
- Optionally set Status, Priority (default Medium), Due date and Description.
- Click Add task.
The new card is added to the bottom of its column. To set an assignee, a start date or labels, open the card after you create it.
Task details
Click a card to open Task details. You can edit these fields:
| Field | Notes |
|---|---|
| Title | Required |
| Status | To Do, In Progress, In Review or Done |
| Priority | Low, Medium, High or Critical |
| Assignee | Unassigned or any project member |
| Start date and Due date | Date pickers |
| Labels (comma separated) | For example: Safety, Procurement |
| Description | Plain text |
Click Save changes to save your edits. Click Mark Complete to move the task to Done. To reopen a completed task, change Status and click Save changes. Click Archive to remove the task from the board.
The sheet also shows an ITP impacts panel, a Call button and a Comments list. To comment, type in the comment box and click Post comment. Comments are plain text and are listed in time order with the author and time. When you assign a task to another person, they receive an email and an in-app notification.
Moving and sorting cards
Drag a card to another column to change its status, or within a column to change its order. The board updates at once and saves the new status and position.
Click the Kanban settings button to set personal board preferences for this project or for all projects: - Show completed tasks shows or hides the Done column. - Default sort within column is Manual (drag-drop), Priority, Due date or Created. - Default priority filter shows only the selected priorities. Leave it empty to show all tasks. - Density is Comfortable or Compact.
Use Manual (drag-drop) sorting when you reorder cards by hand. The board has no search, assignee filter or label filter.
Links from the portfolio Dashboard can open the board as Overdue tasks or Completed this week. You cannot add or drag tasks in these views. Click Clear filter to return to the full board.
Permissions
Access is set by the Kanban module permission.
| Level | Allows |
|---|---|
| View | Open the board, open task details and read comments |
| Edit | Create, edit, move and complete tasks, and post comments |
| Admin | Everything in Edit, plus Archive |
Workspace and organisation administrators have Admin access. No changes can be saved on an archived (read-only) project.