How to add new kanban columns
Your account has a kanban view for projects & tasks.
The kanban view is great for moving your projects & tasks through your workflow or simply so you can see items that fall into different categories.
The kanban columns can be based on project & task statuses or any other custom field you create. In this article we're going to show you how to add and change the kanban columns.
Projects kanban
The projects kanban shows the account level projects statuses by default. To edit these statuses hover your mouse over the + icon in any of the kanban column headers and choose "Edit kanban columns".
You'll then see a pop up where you can edit the project statuses. When you save, each status will then be displayed as a column in the kanban.
You can also set the columns to be a custom field instead of using the project statuses. To do this hover over the "Columns" button above the kanban and either change it to a different option in the list, or, create a new custom field to create some new kanban columns.
Tasks kanban - All tasks view
The all tasks kanban shows the account level task statuses by default. To edit these statuses hover your mouse over the + icon in any of the kanban column headers and choose "Edit kanban columns".
You'll then see a pop up where you can edit the task statuses. When you save, each status will then be displayed as a column in the kanban.
You can also set the columns to be a custom field instead of using the task statuses. To do this hover over the "Columns" button above the kanban and either change it to a different option in the list, or, create a new custom field to create some new kanban columns.
Tasks kanban - Single project tasks view
The kanban view for tasks when you're inside a single project works in the same way as the main tasks kanban view but with 1 difference. When you create a custom field inside a project it only applies to that project. This means you can create custom fields that apply as the kanban header columns for that project only.
This can be great if you have a project that doesn't follow the norm and you want to record different data points on it.
To do this hover over the "Columns" button above the kanban and create a new custom field to create some new kanban columns. This will let you create a new custom field for all tasks inside this project only (a project level custom field).
