Skip to main content
How do I add a to-do in the Kanban board?

Create to-dos in the kanban board

Updated over a week ago

Edition: Enterprise

User-level: Project Manager, Director, Assistant Administrator, System Administrator

Previous steps: Kanban Overview


You can add to-do's from both the general Kanban and the project specific Kanban, in this article we'll go through both options.


Adding to-dos from the general Kanban Board

  1. Organisation drop down > Planning board > Kanban board.

  2. Ensure the kanban view is 'By project'.

  3. Select a project, stage and task from the dropdown menus at the top of the screen.

  4. Click on '+ to do'.

  5. Type the name of the to-do.

  6. Press enter.

Add to-dos from the project specific Kanban Board

  1. Project menu > Plan > Kanban board.

  2. Select a stage and task from the dropdown menus the top of the screen.

  3. Click on '+ to do'.

  4. Type the name of the to-do.

  5. Press enter.


Tips!

  • You won't be able to create a to-do on the Kanban Board unless it is assigned to a project, stage and task


Where to next?

What other features does this relate to?

Kanban Overview

Did this answer your question?