Team task management with Kanban | InLoox 9 for Outlook

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Kanban overview

Read the Kanban board from left to right: On the outer left side, there are always the tasks that yet need to be done, also known as the Backlog. On the outer right side, there are always the completed tasks. You can customize the names and the number of columns to suit your needs.

Click on the Edit tab on Edit Status in the ribbon. This will open a side panel on the right:

Customize Kanban board

Click on New Status to add another column to the view. You can now name the new column and assign a color. Your Kanban board now would have four columns.

You can also edit the already existing columns/status. In the side panel, click on the status that you want to edit and change the name and the color in the dialog. The color helps you to identify tasks with the same status.

New task status

Use the arrows Pfeil: Anordnen, runter  Pfeil: Anordnen, hoch to change the order of the Kanban columns – the highest entry is the outer left column, the lowest entry is the outer right column. Use the cross Kreuz: Löschen to delete columns.

New tasks always appear in the outer left column. You can drag them with your mouse in another column to change their status and their color. If for example a team member starts to work on a task, he or she can drag the task from the To Do column into the In Progress column. This helps the entire team to see who is currently working on which task. As soon as you drag the task into the outer right column, it is marked as done.

Overdue tasks are displayed with a red start and/or end date. The following task should have already been started, but is still in the To Do column.

Task delayed

Warning No matter how you name and arrange the columns – in InLoox, the tasks in the outer left column are always filed as undone and the tasks in the outer right column are always filed as done.

Note Adjustments to the Kanban board are always visible for the entire project. If you want to determine a Kanban structure for the entire project platform (across projects), the InLoox Administrator has to change the settings in the InLoox options

You can see directly on the task card, whether a task has been added from a mind map node and/or if it has been assigned to an activity in the project schedule. 

Icons task

Click on the regarding icon to get directly to the mind map or to the related planning activity.

Please see the following articles for more information: