Function Point is excited to offer a new way to manage your tasks: the Kanban board view! Whether you're a project manager or a creative, FP's Kanban board is a powerful tool to help you visualize and manage tasks better. Keep reading to learn how to access your Kanban board and how to get the most out of it.
Navigating to Kanban
To access your Kanban board, hover over Tasks in the main navigation bar, then select Tasks / To Dos.
You’ll be brought to the list view of your Tasks / To Dos panel. From this page, click on the Display dropdown list, and select Board.
Welcome to your Kanban board! The default view is tasks organized by status, but you can choose to show tasks by due date instead.
Choose Due Date from the Sort By dropdown list.
If you expect to be using the Kanban board view more frequently than the standard list view, you can set it as your default Tasks / To Dos screen. To do so, click on the settings gear icon, choose View Settings, and choose either the Task Status View (to see a Kanban board organized by task status) or the Due Date View (to see the board organized by due date).
Filters and Viewing Options
You can customize your Kanban board to your needs by adding filters. Click on the Show Filters button to see your options. To see only your tasks, select your name from the Staff dropdown.
You can also choose which columns are visible in the Kanban board by clicking the settings gear icon, clicking Column Settings and deselecting columns you don’t need to see. From the Task Status view, you might not want to see draft or confirmed tasks, and from the Due Date view you might want to avoid seeing tasks due more than two weeks from now.
Tasks in the Kanban board look a bit different that you might be used to in FP and have been designed this way to give you all the information you need at a glance.
- Task Title
- Time Clock: click this button to create a timesheet for this task.
- Due Date: if this text is in red, this task if overdue.
- Priority: this icon indicates whether a task is low, medium, high priority, or a custom priority status.
- Assignee/s: this icon shows who this task is assigned to.
- Comments: this icon shows how many comments are attached to this task.
- Dependencies: this icon shows how many other tasks are dependent on this one.
- Attachments: this icon shows how many files are attached to this task.
- Colour bar: this indicates how much time has been tracked to this task compared to the estimated amount. A gray bar means no time was estimated. A teal bar means less time has been tracked that estimated. A red bar means more time has been tracked than estimated.
Adding a Task
To add a new task to your Kanban board, click the New Task button.
Fill in all relevant fields and click Add when you’re ready.
The task will now appear on your Kanban board under the appropriate column.
You can change a task’s status from the Task Status view in your Kanban board by dragging it from one column to another.
Note: dragging tasks is not possible in the Due Date view.
Just like in your main FP system, you can only track time to tasks that are set as In Progress. Click on the timeclock icon of a task that is In Progress.
This will open up a window where you can enter your timesheet details. Enter your hours and click Submit when you’re done.
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at firstname.lastname@example.org with any questions, concerns, or comments. We're happy to help.