Pathway:
Projects > Tasks
What Is the Kanban View?
The Kanban view in ClearCRM is a visual task management layout where tasks are displayed as cards sorted into vertical columns (called "tickets") based on their status. It's an intuitive way to track task progress through various stages of a project at a glance.
Default Columns (Tickets)
By default, the Kanban layout displays tasks grouped by these statuses:
Not Started
In Progress
Testing
Awaiting Feedback
Complete
Each column shows how many tasks it contains.
Kanban Cards
Each task is represented as a card that includes:
Task Title
Related To (e.g., associated Project or Lead)
Status Label
Priority Tag
Due Date
Assignee Icon
Checklist Progress, Comments, and Attachments Count
Clicking a name of the card opens the Task Details pop-up, where users can view or update task information.
Drag and Drop Functionality
You can easily drag a card from one column to another to update its status instantly — a quick way to reflect workflow changes without opening the full task view.
Why Use the Kanban View?
The Kanban view provides a real-time snapshot of your team's workload. It helps:
Quickly identify bottlenecks
Visualize task distribution and progress
Simplify status updates
Encourage collaborative project tracking