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Managing cards and lists on the board

The Kanban tab shows the project as a board: each list is a status, each card is a task. You drag and drop cards and lists to organise them, quickly add cards from the bottom of a list, scroll and zoom the board.

  • Project administrator (everything including lists)
  • Project member (cards)
  • Watcher and customer (view only)

How to manage cards and lists on the board?

The Kanban tab displays the project as a board: each list is a status, each card is a task. Who can do what: Project manager (everything including lists); Project member (cards); Viewer and customer (view only). The card's status and order are saved; changes appear immediately on everyone's board who has the project open.

Moving a card

  1. Open the project's Kanban tab.

  2. Drag the card to another list or to a different position within the same list 1. A blank card slot opens where you release it; the board scrolls automatically when you approach its edge.

  3. Release the card. On touch screens, press and hold the card briefly before dragging.

demo screen (with demo data)
  1. 1Drag the card
Result The card's status and order are saved; changes appear immediately on everyone's board who has the project open. Tasks dropped into the list marked 'Done' are considered completed.

Adding a card and list

  • Click Add Card at the bottom of the list, type the title and press Enter. The box stays open so you can add cards consecutively. Press Esc to close it.

  • Create a new list using Add another list at the end of the board (project manager).

  • Edit the title directly from the board by clicking the pencil icon on the card.

Editing lists

  • Change the list order by dragging its title left or right.

  • Rename the list by clicking its name.

  • From the … menu in the list header, sort cards by due date, name, or recency; move all cards to another list or archive them; mark the list as 'Done'; delete empty lists.

Quickly editing a card and shortcuts

  • Click the pencil icon that appears on hover over the card (or press e): the card expands in place, allowing you to edit the title and use the adjacent buttons to assign labels, members, cover, dates, move, copy, and archive without leaving the board 2.

  • While hovering over a card with the mouse, press l for labels, m for members, d for dates; Space adds or removes you from the card, c archives the card, Enter opens the card.

  • n adds a card to the list under the cursor, q shows only cards assigned to you, f opens the filter, x clears the filter. ? shows all shortcuts.

demo screen (with demo data)
  1. 2Quick editor

Board title, lists and archive

  • Rename the board by clicking its name; pin it to the top of the homepage and menu with a star; add people to the team via Share.

  • Collapse the list into a thin strip using the collapse button in the list header; click the strip to expand it again. You can copy or archive the list from the … menu.

  • View archived cards and lists in Archived items in the board menu, and send them back to the board. Activity shows all movements on the board, newest first.

Scrolling, zooming and filtering the board

  • Pan horizontally and vertically by holding and dragging an empty area of the board.

  • Zoom in using the − and + buttons in the bottom right, or while holding Ctrl (Cmd on Mac) and scrolling the mouse wheel; clicking the percentage resets to 100%. The selected zoom level is remembered per project.

  • Filter cards by keyword, member, label, priority, or due date (overdue, due tomorrow, within 7 days, no date) using Filter; the filter also applies to the Table and Calendar tabs and can be saved.

  • Clicking card labels shows or hides label names. You can change the background colour and view archived cards from the board menu.

Tip Badges on the card provide at-a-glance information: due date (green: completed, yellow: approaching, red: overdue), description, comment and file count, checklist progress, sub-task count, and customer approval.

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