Task management on a kanban board

Managing tasks on a board is easy and rewarding, as it very clearly visualises the status of the project and provides full insight into who’s doing what.

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Task management with cards

Each card on the kanban board represents a task that needs doing. You can assign cards to a team member responsible for performing a task. As the work progresses, the assigned project member can simply drag and drop his/her card between the columns on the board, where each column represents a step in your project workflow.

Example of task management with cards:
Project Manager Lisa gathers all the tasks that need to be done in a column on the board which she has named “Planned”. During a planning meeting, Lisa and her team prioritise the cards by dragging and dropping them into the right order.

When team member John starts working on one of the tasks, he drags his card to the second column – in this case the column is named “Working on”. When the task is done, John can drag it to the “Done” column, or if it requires a review or test, it can be placed in a “Test” column.

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One task – one card

By gathering all the necessary information to complete a task on a card, the person responsible for it doesn’t have to waste time searching for information elsewhere. For example, tasks can be discussed directly on the card, and can refer to team members you wish to notify. You can also securely attach related files for easy access, either from your desktop, the document archive in Projectplace, or from Dropbox and Google Drive.

Some examples of information a card might contain:

  • title and description
  • person responsible
  • estimated work effort
  • due date
  • coloured labels
  • the activity the task is connected to
  • documents and other files
  • comments and communication
Task management on a Kanban board
Details of a task shown on a card

Benefits of task management on a board

The kanban board visualises the work that needs to be done to achieve your project goals. Associating each task to the correlating activity in the Gantt chart tool gives you a direct connection between the project plan and the actual work being done. This gives you a fast, accurate overview of the effort required to achieve a specific goal.

Projectplace offers a social way of embracing project collaboration, where you and your team can benefit from a variety of possible ways to interact. Task management on a kanban board reinforces team spirit and good behaviour, as the transparency allows everyone to see who did what and the social features encourage feedback to your team.

The board itself can also provide notifications on particular occasions. For example, when a due date has been added to a card, an email reminder will be sent to the assigned person on the day by which the task is supposed to be completed.

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@-ref your team members

Ask for help, give feedback and inform your team members.

Divide work tasks on cards

Assign to the person most suitable for the task and get a clear overview of everyone’s progress.

Drag and drop cards

As work progresses, simply drag and drop your card between the columns.

Use colour labels

Use colour and text to label and categorise cards. Adjust your labels under Settings.

Change name on columns

Change name of the columns to represent your teams workflow

Specify card details

Connect a card to an activity on the gantt chart, estimate work effort, comment, attach files, and set due dates.

Start your 30-day free trial

  • Get things done with Gantt charts and Kanban boards
  • Stay in control and track progress in real time
  • End email chaos and keep work and discussions in one place

Looking for version controlled document management, advanced project control and reporting? Try this and lots of other perks in the free trial of Projectplace Enterprise.

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