Kanban Board

Do you prefer the Kanban view and you rather see your tasks categorised in columns? In Freelo, you can create a Kanban Board, which is a board with tasks organized in columns. Each To-Do list corresponds to a column so you can name them according to the individual phases of the project such as Inbox, In progress/WIP, Done etc.

Example of a project managed in kanban boards.
Example of a kanban project.
TIP: Are you a previous user of Trello?

In case you are used to the boards view in Trello, we recommend importing your data from Trello to Freelo and using the kanban board.

Switching to Kanban in a project

You can set a kanban board as a layout for tasks when creating a new project or later on in any existing project.

When creating a new project

When creating a new project, you can set the view to be Rows, Columns, Table, Mind Map or Timeline

Example how to set a preferred view when creating a project.
Example how to set a preferred view when creating a project.

How to switch view in an existing project

In all projects, be it your own ones or those you were invited to, you can change the view from rows to columns or any other view. Go to the project detail page (house icon in the project menu) and click on the Settings icon > Project settings.

Click the settings icon on project detail and then click Project settings.
Click on the settings icon on project detail and then click on Project settings.

If you are the owner or the admin of the project, you can set rows or columns as a default task layout for other users as well. If you are an invited user, you can set the chosen layout for yourself only.

Select Rows, Columns or any other view and confirm via Save settings for this project.

Change the project view for yourself only or for your whole team.
Change the project view for yourself only or for your whole team.

You can decide if you want to switch the project to Kanban view for others.

There is an option to set the view to Kanban for all users in the project.
There is an option to set the view to Kanban board for all users in the project.

Row view

You can go back to the project detail page via clicking the name of the project on the left or the house icon in the top section when you are in any part of the project, such as Notes, Users, Reports etc.

Click the project name or the house icon to get to the Project detail page.
Click the project name or the house icon to get to the Project detail page.

You can switch back to rows from any other view in the top-right section.

How to switch views from one to another.
How to switch views from one to another.

Freelo will remember the next time you see it in the columns for the project, so you will not have to set it up anymore. You always click on the To-Do list

Move tasks between columns

Now you can start moving tasks between columns according to the current task status using drag&drop. You can even move tasks that have already been completed.

Animation how to move tasks from one To-Do list to another.
Animation how to move tasks from one To-Do list to another.

This also works when you want to reorder the tasks in your To-Do lists (move them higher or lower).

Setting the cover image of a task

On the kanban view, you can differentiate tasks using an image. The image can be a company logo or pictograms of individual activities.

Click on the three dots on the task and then choose Set the cover image. After this, you simply select the image you want to attach to the task and use as its cover photo. You have a choice of several placement options here – in the middle, at the bottom and at the top.

How to set the cover image in the kanban.
How to set a cover image in a kanban view.

Removing the cover image of a task

You can also completely remove the image from the task. By clicking on the three dots on the task and clicking on Change cover image, a modal window appears. Just click on remove cover image. The image is then fully removed from the task.
How to change the cover image.
How to remove the cover image.
Updated on 16.7.2024
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