Task Boards: Track the Details

LeanKit Task Board

The ‘Tasks’ menu option is easily accessible in every card.

LeanKit Task Boards help you break down and manage the finer details of your work. Seeing each granular task as a part of your visual flow of work promotes visibility for the whole team.

Task Board Moves

Group and Ungroup Work On the Fly

For those, “Oops, those should’ve been grouped together…” moments, cards include a ‘Move to Taskboard’ option in the drop-down. This helps you to include cards from the primary board as a taskin another card.

Cards can also be moved from a Task Board onto the primary board with ease.

Transfer Task Boards Between Projects & Teams

Change is inevitable. Team members take vacations and work scope fluctuates. Meet change head on by transferring your Task Board to a different team or project located on a separate board.  When the work needs to move, it can.

Apply Unique Task Card Types

Easily distinguish, focus on and better understand dependencies between particular tasks in a complex process. Definable task types and task type filtering allow you to customize your Task Board and its cards to address your specific kinds of work.

Card Type Settings

Indicate Progress

LeanKit Task Board Progress

Watching a progress bar move isn’t a spectator sport, but it sure is fulfilling. The indicator provides insight into Task Board content/complexity with the number of tasks and overall progress.  Lovers of proportions and ratios can also hover over the progress bar to get those valuable percentages they so desire.

Create Templates for Repeatable Processes

Task Board Template

Do you have repeatable processes that require similar deliverables? Examples might include product launches, new hire on-boarding or building out new servers or network infrastructure. You can build a model Task Board with a default set of cards and clone it each time you execute that process.

See for Yourself

If you haven’t tried using Task Boards yet, give them a go. See how visually managing the finer details of your work with a dynamic, context rich Task Board can help.

Katie St. Francis

Katie is a constant learner, Lean practitioner and product enthusiast. As a Product Manager at LeanKit, she works to help solve customer problems and help them find ways to deliver value faster. She spends her spare time crunching data to find opportunities for continuous improvement and asking “why.” Follow her on Twitter at @kstfrancis.

9 thoughts on “Task Boards: Track the Details

  1. Nice article Katie.

    When you duplicate a board or save a board as a template, the cards do not retain the task board cards. This really limits our ability to use template boards effectively.

  2. Thank you, Martin.
    The functionality to retain Task Board details upon creating Board clones and templates is in the development queue. We’re looking forward to helping you out on this – stay tuned for updates.

  3. The taskboards were better suited before when there were 4 lanes.
    Right now we’ve been left handicapped… a typical software development task has 4 stages:

    With only 3 lanes we have to use lame workarounds (tagging “Tested” on the item in the DONE column to indicate it’s not only been developed but has been also verified by Design / QA).

    It would be great if you could show some advice how to effectively work with this handicap?
    Alternatively, reinstate the 4th lane, it’s important also to other customers as you can see in your feature request board: https://leankitkanban.zendesk.com/entries/31295048-Bring-back-4-Lane-Taskboards

  4. Hi Ron, Thank you very much for your feedback. We really appreciate it. We definitely look to the feedback forum as a major source of information for guiding feature development, along with data on feature usage, support tickets, account management conversations, visits with large customers, etc. Making this change was a tough call. We had to balance flexibility for power users vs complexity that often intimidated new users. Not an easy choice and definitely something we’re keeping our eye on. We’ll be very interested to see how the request you mentioned gathers votes relative to other in-demand items. In the meantime, I would recommend using the drill-thru feature. This allows you to build a board of whatever complexity you need. All of the tasks from the main board can be on the same drill-thru board, but each person will only see their tasks when they follow the drill-thru link. Using this approach also allows you to use the calendar and analytics. Kind regards Jon

  5. Hi Katie,

    One of the problems that we’re having is that task cards appear to be invisible to searching/filtering. e.g. display any top-level cards that have a task with a given tag, or assigned to a particular person etc. Are there any plans to address this (or is there something that we’ve missed)?



  6. Hi Greg,
    You should be able to search task cards just like any card. There’s a checkbox in the search (last option under ‘Include’) that you’ll need to select in order for task cards to be included. Hope this helps.

  7. One thing that may be missing is the ability to import cards (via Excel) and have those cards automatically populated with a template task board. One of our boards tracks incoming project requests that all have similar bodies of work. These requests are imported weekly via an Excel spreadsheet. Are there any plans to build template cards with default task boards without having to Copy/Paste?


  8. Hi Brian,
    Importing tasks directly into existing cards isn’t a feature that’s on the immediate roadmap. If you’re not already using the mass select–>Move to–>Taskboard option to speed up the manual process, it would save you some manual steps in gathering tasks. You could also try including either project specific tags or custom labels in the import process, then use the board filter to manage/track the work that’s related to each project.
    Here’s a link to our feature request forum if you’d like to submit this one.

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