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How to View Your Projects in Kanban View

Updated over 3 weeks ago

By following these steps, your organization can easily identify projects that are falling out of SLA or at risk, using color-coded indicators in the Kanban view to efficiently monitor and manage project stages.


Step 1: Navigate to “Manage Projects” and select “Projects

Step 2: Click on “Change Layout" in the top-right corner. From the dropdown menu, select “Kanban View”.

Step 3: Once in Kanban View, you will see your projects organized in colored- columns based on stages.


Step 4: The name of the project under each stage is color-coded to identify overdue information, while the number of days the project has remained in that stage is highlighted at the top of the project name.

Note: The color coding, as configured in the Stage Overdue Information, will be visible to indicate overdue status.​

How to change the project stage in Kanban View?

To change the stage of a project, drag it to a different column. After dragging the project, a confirmation popup will appear. Click “Yes” to accept the change in the stage.

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