#1 Tradesmen digital toolbox

How to view your tasks as a Kanban board

Last modified: October 30, 2021
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  1. Login to your account
  2. Navigate using the left-hand sidebar which shows the different feature headings, and click on the heading “Work” and then click “Tasks board”.
  • You will then be presented with a calendar that shows all your tasks. You will also be able to create a task form within this view by clicking the “Task” button in the top right corner of the screen.
  • You will have the option to filter your tasks, add a column to the Knaban board or add a task category by clicking the buttons in the top section to the right of the screen.
  • You can select the “Public Task Board”, which will redirect you to the task board that you can send to your clients to view or add as a link in an email for that task board.
  • You can drag and drop tasks between different columns by clicking and dragging them.
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