Using the Kanban Board to Manage Tasks in Britixo?

Introduction:

The Kanban view in Britixo helps teams manage their tasks visually. Tasks are organised into columns based on their current status (e.g., Not Started, In Progress, Complete), allowing you to move them between stages easily. It’s ideal for keeping your workflow clear and flexible, especially in fast-paced environments.

How to Access the Kanban View

1. From the left sidebar, go to Tasks
   
   

2. At the top-right of the task list, click the Kanban icon (4 horizontal lines)
   
   

3. The Kanban board will now display tasks grouped by their status
   
   

This view is automatically sorted by the order of your task statuses, which can be customised by an admin.

How to Use the Kanban Board

Drag and Drop Tasks

• Click and hold a task card
  
  

• Drag it to another column (status)
  
  

• Release to drop it into the new status
  
  

The task’s status will update automatically. Staff or clients may be notified, depending on your notification settings.

Task Card Information

Each task card on the Kanban board shows:

• Task title
  
  

• Assigned staff avatars
  
  

• Due date (if set)
  
  

• Priority indicator (coloured flag)
  
  

• Task ID
  
  

Clicking a card opens the full task view, where you can:

• Edit task details
  
  

• Add comments
  
  

• Log time
  
  

• Attach files
  
  

• Change visibility settings
  
  

Filtering in Kanban View

At the top of the board, you’ll find filtering options:

• Customer
  
  

• Project
  
  

• Assigned Staff
  
  

• Billable / Non-billable
  
  

• Status
  
  

• Date Range
  
  

You can combine multiple filters to narrow down the displayed tasks.

Adding Tasks in Kanban View

1. Click the plus icon (+) at the bottom of any column
   
   

2. A task creation form will appear
   
   

3. Fill in task details (name, due date, assignee, etc.)
   
   

4. The new task will be automatically added under the selected status
   
   

Reordering Status Columns (Admin Only)

Admins can reorder task statuses to change the column layout by navigating to:
Setup > Settings > Tasks > Task Statuses

Drag and drop the statuses into the desired order, and the Kanban columns will update accordingly for all users.

Tips:

• Use Kanban for daily standups or sprint tracking.
  
  

• Apply filters to focus on urgent or overdue work.
  
  

• Drag completed tasks to the Complete column to update project progress automatically.