How do I customize attributes of the Kanban layout in the Tasks?

Updated on March 25, 2022 08:13AM by Admin

Kanban view is a feature of tasks and it provides you a bird's eye view of all the tasks. Kanban View layout can be customized as per your requirements. It lets you define the fields, which you would like to view in the Kanban card view. Initially, you will be provided with a default Kanban layout.

There are two different options with which you can create new Kanban layouts:

  • Default Layout - This displays the default Kanban layout already present. You can either go with the default one or also add more attributes based on your requirements.
  • Blank Layout - This option is like starting with a fresh page. You can design the layout completely according to your business needs.

Steps to customize attributes in Kanban Card:

  • Log in to your Apptivo account.
  • Navigate to Tasks from the left navigation panel of the home dashboard.
  • Click on the More(...) icon and select Settings located at the app header bar.
Tasks - Settings
  • On the Settings page, go to Customize app → Kanban Layout.
  • In the Kanban Layout dashboard, click on the Create → Blank Layout.
Tasks - Blank layout
  • The Create Kanban View popup will be displayed. Enter the layout Name and click on Next.
Tasks - Next
  • Now, the Create Kanban Layout page will be displayed with the drag and drop editor. In the Default Kanban section, drag and drop the Name, Due Date, and Assigned To attributes.
  • Similarly, in the Additional Field Detailed Kanban section, drag and drop the Start Date & End Date fields.
  • Click on the Save button. The customized Kanban layout will be successfully created.
Tasks - Kanban Save
  • In the default drop-down, select the above created Kanban layout.
Tasks - Default Kandan layout
  • Now go to the Tasks home page and click on the Kanban View button which is at the top right corner.
Tasks - Kanban View button
  • Now, in the Kanban card view, the fields added in the layout can be seen as shown in the image below:
Tasks - Final Kanban View
  • Click on the More… option, to view the additional attributes.
Tasks - More
  • Now the additional attributes will be displayed as shown below.
Tasks - Less