How to work on Kanban boards?

Using a Creately Kanban board, you can visually organize and track the progress of any type of project or collaborative work.

The range of flexible Kanban templates available in Creately, allows teams to easily adapt their workflows, based on their needs. These can be located from our in-app template folder, shapes or even on our website.

Kanban Board Templates

Create Your Kanban Board

While Creately provides many features that simplify creating a Kanban board, it is important to understand the basics of a Kanban board before you create one. This article will help you understand how our App can help you to achieve these basic functionalities.

A basic Kanban board is divided into columns and each column represents a task stage in your Project. Based on the nature of your project, you or your team members can include additional columns by using the contextual toolbar above the board when selected.

Adding & Removing Columns on a Kanban Board

Creating Tasks

Ideally, tasks on Kanban boards are listed by priority from top to bottom. Tasks can be created using a shape or by creating a card as shown below.

Creating a task

You can also style the layout and design of your cards by using the contextual toolbar above the card when selected, or even from the Shape properties on the top right corner of the App.

Styling the task card

Assigning Roles

When working on a Kanban board in Creately, you can use real-time collaboration to interact and work together with your clients or team members productively. You can assign roles for your tasks to specific team members, set limitations as to who can view these tasks, set due dates and much more! For easy accessibility, the assignee can view and manage all assigned tasks from their My Task panel.

Assigning Roles

Task Panel

In order to remove a task, you can either unassign yourself from the task by removing your name from the Task Role or even deleting the Task from the Kanban board itself if not needed.

Shape Data for Kanban Boards

Creately’s Shape Data features provide an ample amount of options when working on your Kanban board. The best part is that you can include as much data as you want about your project or task in one simple shape and yet make it look so simplified.

Refer to the GIF below to see some of the available features in our Shape Data Panel.

Shape Data Features

Shape Data Features

Shape Data Features

Shape Data Features

Task Progress

In order to update the progress of your task, you may simply move your task manually by dragging the task card or shape into the relevant column. Alternatively, you may change the status of your task by going into the data section in the Shape Data panel.

Change the progress of your task

As you can see, there are many features that Creately offers to make working with Kanban board so effective, yet simple. 

We encourage our users to try out these features for themselves, as you will then get a better understanding of what works best for your project needs. 

If you require any further assistance, or simply want to evaluate our features in more depth, please reach out to our support team at support@creately.com.