How to use Kanban Zone

Once you’re logged in to Kanban Zone, you’ll see your first board.

Let’s see how you can navigate around Kanban Zone. In less than five minutes, you’ll be ready to visualize your work!

Kanban Board

The Kanban board area is located right below the toolbar. This is where you’ll do most of your work.

If Kanban is a river, the Kanban board is the river bed. The cards are the boats, and the tasks inside the cards are the manifests. When you’re doing your work, you will move the cards from one column to the next, until you reach the Done column.

Every board will include an Archive column on the right. All the other columns can be customized by the Administrator (read more about user roles and access levels and how to edit your board). When you’re doing your work, you will move the cards from one column to the next, until you reach the Done column.

Columns

Boards are composed of columns to hold the cards. At the top/left of each column is an option to collapse or expand the number of cards in the column. The picture above has four columns: Backlog, To Do, In Progress, and Done.

If you’re the administrator of your board, you can customize the columns on your board.

Cards

Every card you see on the board can be opened to edit the card by clicking on the card. Cards are displayed on the board using color labels set by an Administrator.

Tasks

You can create tasks under a card to provide explicit instructions to complete the card. If a card has tasks, a progress bar will appear on the card when viewing the board.

Navigation

Next, access everything you need in Kanban Zone by using the top and the left navigation.

Top Navigation

The top navigation is specific to the zone you select. We will describe here the elements of the Kanban zone, but you can browse the other zones that we list below to see how their top navigation differs.

1. Zone Selector – Using this menu, you can switch from one view, called zones, to the other. To see what each zone looks like, click on the links below.

1. My Zone – View all your cards, tasks, and boards in one place. Learn more about My Zone.
2. Kanban – View a single board using the Kanban method. Learn more about the Kanban zone.
3. List – View a single board in a List and perform bulk actions. Learn more about the List zone.
4. Forecast. Predict the future (forecast) based on actual historical data from a board in Kanban Zone and the Monte Carlo simulation. Learn more about the Forecast Zone.
5. Summary – View multiple boards in a Summary view that shows only the column states. Learn more about the Summary zone.
6. Table – View multiple boards in a Table that offers all the functions of a spreadsheet so you can analyze your data. Learn more about the Table zone.
7. Calendar – View multiple boards in a Calendar for cards and tasks with due dates. Learn more about the  Calendar zone.

2. Board Selector – Use this to switch between boards.

• For single-board zones like Kanban, List, and Forecast, you can only select a single board.
• For multiple board zones like Summary, Table, and Calendar, you will see check boxes next to each board to select one or more boards.
  

3. Zoom – Click to change the appearance of the cards.

• 1x – only shows the color of the label.
• 2x – only shows the label’s color and the card’s title.
• 4x – shows the color of the label, the title, and additional visible fields.

4. Quick Filter – You can search within the cards currently displayed on the board. As you type into the search box, only the cards matching your search will show.

5. Board Settings – Click to access all the settings related to the current board. You can import/export cards, edit card labels, add card templates, etc.

6. Board Designer – Click to edit the board.

7. Zone Options – Manage all the visual options of the board. These settings will only affect how you view the board, not the content of the board.

8. Metrics – Access your metrics to measure your performance and responsiveness and find ways to improve the way you work.

Left Navigation