How to View Your Projects in Kanban View

By following these steps, your organization can easily identify projects that are falling out of SLA or at risk, using color-coded indicators in the Kanban view to efficiently monitor and manage project stages.

Step 1: Navigate to the "Projects" section from the main menu.

Step 2: Click on “Change Layout" in the top-right corner. From the dropdown menu, select “Kanban View”.

Step 3: Once in Kanban View, you will see your projects organized in colored- columns based on stages.

Step 4: The name of the project under each stage is color-coded to identify overdue information, while the number of days the project has remained in that stage is highlighted at the top of the project name.

Note: The color coding, as configured in the Stage Overdue Information, will be visible to indicate overdue status.

How to change the project stage in Kanban View?

To change the stage of a project, drag it to a different column. After dragging the project, a confirmation popup will appear. Click “Yes” to accept the change in the stage.