Sorting your Kanban board

Your Kanban board organizes your work items in easy-to-manage columns, giving you a birds-eye view of your overall workflow. You can choose the Kanban mode from the icon in the top right.

Select_work_view_mode.png

Using the same menu, you can select what columns you would like to sort your work by. Your options include:

  • Due date: columns represent a time period to indicate when work items are due
  • Completed date: columns represent a time period in the past to indicate when work items were completed
  • Assignee: columns represent a different person, showing the work assigned to them
  • Status: columns represents a different workflow status to show where everything stands across your firm
  • Start date: columns represent a time period to indicate when work items are scheduled to begin

Select_columns_in_kanban_mode.png

 

Work filters allow you to customize your view so that you only see the work that needs your attention. From the top left, you can choose what filters you want to apply, and select the criteria for the work items you want to view. 

As you add more filters, you will create a view that hones in and shows you only the work items on your Kanban board that are relevant to you.

 

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