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Opening the Kanban board

You can view all actions within a channel or across channels in Kanban board view.

To open the Kanban board:

  1. In the right panel, click the Action tab.
  2. Click the Fullscreen icon.


    Kanban view opens. 

Toggling between grid and list views

To toggle between grid and list views, click the list  view and grid view icons above the channels.

Viewing and sorting in the Kanban board

The three drop-down lists at the top of the Actions screen enable you to view and sort actions in multiple ways:

Status

Options:

  • All Actions - Display all actions in the channel selected in Channels.
  • Completed - Display completed actions in the channel selected in Channels.
  • Open - Display open (incomplete) actions in the channel selected in Channels

Channels

Options

  • Current channel
  • Any channel you have access to
  • All channels you have access to

Sort by

Options:

  • Channels  - Sorts tasks by channel in ascending alphabetical order.
  • Channels (Descending) - Sorts tasks by channel in descending alphabetical order.
  • Name - Sorts task by name in ascending order.
  • Name (Descending) - Sorts task by name in descending order.
  • Due Date - Sorts task by due date in ascending order.
  • Due Date (Descending) - Sorts task by due date in descending order.

Searching in the Kanban board

To search for an action in the Kanban board, enter the search term in the search box. AirSend will only search through actions displayed by the current settings in the drop-down lists.

Add actions and subactions in list view or grid view the same way you add them in the Actions tab in the right panel. See Processing actions in a channel.

Processing actions in the Kanban board

Most actions in the Kanban board are processed the same way that actions are processed in the Action panel.

In grid view, to access the icons for performing actions, hover over the action card.


In list view, to access the same icons, hover over the row for the action in the list:

Rearranging actions and subactions in the Kanban board

To rearrange an action or a subaction in the Kanban board's grid view, click its grab bar and drag it to the new location.

To change the position of an action in the grid:

To move an action and make it a subaction

To move a subaction and make it an action





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