How do I use the Kanban view?

Switch to the Kanban view via the view toggle. You see four columns: Open, In progress, Waiting and Done.

Drag a card from one column to another to change the status. The change is saved immediately and pushed to GoHighLevel (if linked).

Ideal for daily stand-ups: at a glance you see what is moving.

Open Tasks in the sidebar. At the top you see two tabs: Workload (the active task list or kanban) and Overview (aggregat…

Click + New task in the top-right. Fill in: - Title (required) - Client — link the task to an active client - Owner — t…

At the top is the deadline-filter strip: Overdue, Today, This week, This month and No deadline. The badge next to each f…

Next to the deadline filters are two dropdowns: Client and Employee. Pick one or more values to update the list instantl…

List — flat sortable table, quick to scroll, ideal for bulk actions. Kanban — columns per status (Open, In progress, Wa…

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