All documentation Kanban Board logo

Kanban Board User Guide

Projects and boards, drag-and-drop lanes, stories, tasks, epics, comments with mentions, and the admin pages for users, settings and file types.

Everyday use

  1. 1 Roles There are two layers of access. 1 min read
  2. 2 Signing in Open the board's address, enter your Email address and Password and click Sign In. The eye icon shows or hides the password. You stay signed in on that browser for 30 days. Logout is at the bottom of... 1 min read
  3. 3 Getting around Sidebar. Dashboard, Projects, Stories, Epics, Comments and Pulse. Admins also see an ADMIN group with Users, Settings, Resources and File Types. On small screens the sidebar hides behind the menu butt... 1 min read
  4. 4 Dashboard Your personal view of the work assigned to you. 1 min read
  5. 5 Projects The Projects page lists every project you can see as cards with a banner image, name, number, description and counts of backlog and active stories. Star a card to add it to Favorites. 2 min read
  6. 6 The board Open a project to see its board. 2 min read
  7. 7 Swim lanes Lanes are the columns of a board. Manage Swim Lanes is available to Admins, the project creator, and project owners and admins. 1 min read
  8. 8 Stories A story is a card: a piece of work with a type, priority, status, assignee and due date. 2 min read
  9. 9 Tasks, comments and attachments A simple checklist on each story. Add Task asks for a title and an optional description; Enter submits. Click the circle to mark a task complete or incomplete; completed tasks turn green and are struc... 1 min read
  10. 10 Epics An epic is a story that groups other stories and tracks their progress. 1 min read
  11. 11 Project members Manage Members on the board (Admins and project admins) opens the Members page. 1 min read
  12. 12 Searching: Stories, Epics and Comments Stories searches every project you can see. The search covers titles, descriptions, comment text, attachment names and task titles. Narrow by project, status, priority, type and assignee, choose how m... 1 min read
  13. 13 Pulse Pulse is the activity log for automated agents working on the board, such as AI assistants. Each run shows its timestamp, agent, activity, the stories it touched, a status (Success, Warning or Error)... 1 min read
  14. 14 My Profile and notifications Profile Information shows your name and email. They are changed by an admin, not here. 1 min read

Admin

  1. 15 Users User Management lists every account with role, number of project memberships and status. Edit changes an account; Deactivate disables it (you cannot deactivate yourself). 1 min read
  2. 16 Settings Click Save Settings. 1 min read
  3. 17 Resources A read-only picture of storage: the database size and table count, the Pod Space used and file count, and a breakdown across attachments, avatars and project images. 1 min read
  4. 18 File Types Controls which file types people may attach to stories and comments, and it drives the "Accepted" hints they see. 1 min read
  5. 19 Reference Story types. Coding, Bug, Research, Design, Documentation, DevOps, Testing. 1 min read