Moving tasks from a project to kanban

djm714

I am trying to find a way to move tasks from a project view to the kanban card view. I have not seen a way yet to do this. When i create a new task it adds to the project, but that is not optimal. Any suggestions?

 

Thanks,

 

Dan Melton

Jae Anderson

Make sure that one of your columns has a dropdown.  This is what the cards key off of.  So you could set up by Project status, or date, or whatever categories work for you. 

 

Hope this helps.

djm714

Thank you Jae for that. 

 

Is there a way to make the % complete status change to 100% when you move a card to complete?

Jae Anderson

Not sure yet - just started playing with cards myself.  I would think you would need to set a formula to make that change.

J. Craig Williams

If Dependencies are enabled, you can not have a formula in the % Complete column.

If they aren't then you can.

Craig