Manage tasks visually with the Kanban board view.
How It Works
The Kanban board organizes tasks into columns by status:
- Not Started - Tasks waiting to begin
- In Progress - Active work
- Pending Approval - Awaiting sign-off
- Completed - Finished tasks
Moving Tasks
Drag and drop tasks between columns to update their status. The change is saved automatically.
Task Cards
Each task appears as a card showing:
- Task name
- Due date
- Assignees (avatars)
- Priority indicator
- Tags
Grouping Options
Group tasks by different criteria:
- By Status (default)
- By Calendar
- By Assignee
- By Priority
Filtering
Filter the board to focus on specific tasks:
- Select calendars
- Choose assignees
- Filter by tags
- Show/hide completed tasks
Best Practices
- Use it as your close war room — the Kanban board is the best real-time view of where each task stands during active close days
- Keep “In Progress” tight — if too many tasks are in progress simultaneously, preparers may be spreading too thin
- Review it in the daily close standup — drag tasks to their correct column at the start of each day
- Watch the “Pending Approval” column — bottlenecks here mean approvers need to act; use an update request if a task has been waiting more than a day
- Archive completed tasks — filter out Completed status to keep the board focused on open work