Kanban Subsystem

The Kanban Subsystem allows you to add and manage child tasks directly from a parent record. Tasks are stored in the Tasks module but displayed contextually in the record.

Add a Task

1. Open a record and go to Subsystem > Kanban.
2. Click New Task.
3. Enter the following required fields:
   • Title
   • Description
   • Assigned To
   • Due Date
   • Status
   • Status Update
   • Results
4. Optional fields: Level of Effort, Percent Complete, Date Closed, Organization.
5. Click Add to save the task.

Manage Tasks

• Drag and drop tasks between columns to change status.
• Click a task to edit details.
• All changes sync to the global Tasks module.