Kanban, Plan and Workflow

How it fits together

Goal, then Kanban board, then stages, then tasks. Press K on a goal, or open Kanban from the rail and choose a goal in the empty state, then choose Create Kanban.

Stages in Plan

Stages are dated phases of a goal. You create them in Plan (press P, or choose View Plan).

1. Click anywhere on the timeline, or choose Start stage 1. A faint + New stage marker follows your pointer. Shaded areas are blocked.
2. Click Click to edit stage name and type a name.
3. Drag the start and end handles to set dates, or open the date picker.

• Stages run one after another. A stage can start on the day the previous one ends, but not earlier.
• A stage that has tasks cannot be deleted. Move or delete its tasks first.

Add and move tasks

1. Press N to add a task to the current stage. Type the name and press Enter. Esc cancels.
2. Press @ to schedule it. The date must fall inside the stage dates.
3. Press Cmd/Ctrl + Enter to add a note.

Every stage shows four columns: Todo, Doing, Wait and Complete. Drag a card between columns, or select it, press / and choose a status with 1 (Todo), 2 (Doing), 3 (Wait) or 4 (Complete). Press Delete or Backspace to delete a card, and Undo if you change your mind. Press Cmd/Ctrl + F to search the board.

Press V (or the button next to Search) for the compact view. Each stage sits in one band, a column shows up to 5 tasks, and Show N more reveals the rest. Hover the thin line under a stage and choose Task or Workflow to add there.

Workflows

A workflow is a named template of steps, for example Launch a feature. Press W to open it.

1. Choose Add new, give the workflow a name and write one step per line.
2. Choose Save workflow. Drag a step card to reorder, or edit a step in place.
3. Hover the thin line under a stage, choose Workflow and pick one. Each step becomes one task in that stage.

Switch, archive and delete boards

• Press S to switch to another Kanban board.
• Press , (comma) for the Kanban menu: Archive, Archived and Delete.
• Archived boards stay in Archived Kanban boards, where you can choose Restore.
• Delete removes the board and its tasks permanently.

Press C to open a calendar drawer with your scheduled tasks.

Shortcuts

N

New task

Arrow keys

Move between cards and columns

Enter

Edit the title

Cmd/Ctrl + Enter

Note

/

Status menu (then 1 to 4)

@

Schedule

Delete or Backspace

Delete the task

Cmd/Ctrl + F

Search

P / K

Plan view / Kanban view

V

Compact view (hide stages)

W

Workflow

S

Switch Kanban board

C

Calendar drawer

,

Kanban menu

Free plan limit

Personal allows 3 Kanban boards. The status bar shows how many you use, for example Kanban 2/3. At the limit you cannot create another until you delete a board or move to Pro.