Using the Kanban board view

Board view gives you a visual, drag-and-drop way to manage work in progress. It is especially powerful for teams tracking tasks through stages.

Switching to board view

  1. Open any project
  2. Click the Board icon in the view switcher at the top right of the project screen
  3. Your tasks will appear as cards grouped into columns

Understanding the default columns

By default Cloviq creates four columns: To Do, In Progress, In Review, and Done. Each column represents a stage of your workflow.

Customising your columns

  1. Click Add column at the right edge of the board to add a new stage
  2. Double-click any column header to rename it
  3. Drag column headers to reorder them
  4. Click the column menu to set a WIP limit

Moving tasks between columns

Drag any task card to a different column to update its status. The status change syncs instantly across all views.

Tips

  • WIP limits help prevent bottlenecks — if In Review starts piling up it is a signal to prioritise reviewing over starting new work.
  • You can add a colour to each column from the column settings.

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