Tasks and Kanban board

The Tasks feature provides a Kanban board for managing change management activities. Track work items through their lifecycle from planning to completion.

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Kanban board

Access the Kanban board from Tasks in the sidebar.

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Columns

Tasks move through these stages:

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Moving tasks

Drag and drop tasks between columns:

1. Click and hold a task card
2. Drag to the target column
3. Drop to update status

Tasks can also be moved via the task detail view.

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Creating tasks

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Quick add

1. Click + Add Task at the top of any column
2. Enter the task title
3. Press Enter to create

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Detailed creation

1. Click New Task button
2. Fill in task details:
   • Title - What needs to be done
   • Description - Additional context
   • Project - Associated change initiative
   • Assignee - Who is responsible
   • Due date - When it should be completed
   • Priority - High, Medium, Low
   • Labels - Tags for categorization

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Task properties

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Assignee

Assign tasks to team members:

• Each task has one assignee
• Assignee receives notifications
• Filter board by assignee

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Priority

Set task urgency:

• High - Needs immediate attention
• Medium - Standard priority
• Low - Can wait if needed

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Labels

Add labels for categorization:

• Create custom labels
• Apply multiple labels per task
• Filter by label

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Due dates

Set deadlines:

• Overdue tasks highlighted in red
• Due soon highlighted in yellow
• Filter by due date range

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Filtering and views

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Filter options

Filter the board by:

• Assignee
• Project
• Priority
• Labels
• Due date range

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Search

Search tasks by title or description.

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Best practices