Board View (Kanban)

The Board View displays your tasks as cards on a Kanban-style board, grouped by status, phase, assignee, or risk level. It includes a Morning Brief summary that highlights what needs attention right now.

Accessing the Board

  1. Click the Board tab in the main titlebar (next to Gantt, Calendar, etc.).

Grouping Modes

Use the Group By dropdown at the top of the board to organise cards by:

ModeColumns
StatusNot Started, In Progress, On Hold, Completed, Cancelled
PhaseOne column per summary/parent task
AssigneeOne column per assigned resource, plus an Unassigned column
Risk LevelCritical, At-Risk, Watch, On Track, None

Task Cards

Each card shows:

Morning Brief

When you open the Board View, a Morning Brief summary appears at the top if any tasks need attention. It shows:

The brief disappears automatically if there is nothing to flag.

The Board View respects your current filters — if you have a tag or assignee filter active in the Gantt View, the Board shows only matching tasks.

Risk Tiers on the Board

When grouped by Risk Level, tasks are classified into these tiers:

TierMeaning
CriticalTask is on the critical path and has a blocker, risk trigger, or major slippage
At-RiskSchedule or cost variance detected — needs attention soon
WatchMinor variance or approaching a threshold
On TrackNo issues detected
NoneInsufficient data to assess risk