Workflo

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Kanban View

Introduction to Kanban View

Kanban View in Workflo is a visual workflow management tool that represents tasks as cards moving through stages. It is especially effective for agile project management, helping teams visualize progress, identify bottlenecks, and improve efficiency.

Features

  • Columns: Represent different stages of a workflow, such as ‘To Do’, ‘In Progress’, and ‘Completed’.
  • Drag-and-Drop: Move task cards across columns to reflect their current status.
  • Card Details: Click on cards to view full information, attachments, and comments.
  • Work In Progress Limits: Limit the number of tasks per column to prevent overload.

Using Kanban View

  1. Select ‘Kanban View’ in your project workspace.
  2. Create columns that match your workflow stages.
  3. Add tasks as cards in the appropriate starting column.
  4. Drag cards as tasks progress to different stages.
  5. Use color labels and tags to categorize tasks and priorities.
  6. Monitor workflow efficiency and adjust stages or WIP limits as needed.

Use Cases

  • Software Development: Track features, bugs, and releases in agile sprints.
  • Marketing Campaigns: Visualize tasks from content creation to publication.
  • Operations: Manage internal processes and approvals efficiently.

Workflow Example

In a product development project, tasks start in the ‘Backlog’ column. As the team prioritizes, they move items to ‘In Progress’, assign them to developers, and track dependencies. Completed tasks move to ‘Done’. Kanban provides instant visibility of bottlenecks, helping managers reallocate resources and keep the project on schedule.

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