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.
Note: In Kanban view, overdue days are now calculated based only on working days. Weekends (Saturday–Sunday) and holidays are excluded.
Note: If a project is in multiple in-progress stages, it will appear under each stage in the Kanban view. Only the in-progress stages will be updated, the statuses of any stages in between will remain unchanged.
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.