Тhe Kanban card is one of the two main components of Kanbanize together with the Kanban board. A Kanban card represents a work item and it carries information about the task, e.g. who is responsible for the task, what is to be done etc. By moving the card on the board you show the progress of the task through the work process. Working with cards also allows you to communicate easily with your team as it is always visible to anyone who is working on what and what is the current work item’s status in the process.
The main attributes of the Kanban card are as follows:
- Card ID: Every card in Kanbanize has a unique card ID which is like the serial number of the card. The card ID is the easiest way to refer to a card in the system.
- Title: Use the title of the card to give a name of your task. The title should provide a short description of the object of the task.
- Assignee: The person responsible for the task. The assignee is visible not only by the name of the person, but also by their avatar. Using avatars is the best way to visualize who is responsible for which tasks.
- Color: Using colors is an easy and quick way to make a card stand out and to categorize your work, e.g. by type or priority of your tasks.
- Priority: The priority indicates how urgent a task is. There are 4 stages of priority in Kanbanize: Low, Average, High and Critical indicated by different colors.
- Cycle Time: Indicates the time a card has spent on the board. You can configure in the board settings which columns to be included in the cycle time calculation, e.g, it is appropriate to exclude the Done column and only to calculate the time pent in the Requested and In Progress columns.
- Context Menu - it provides a shortcut to many functionalities in the software.
The Kanban card has also many additional attributes, that may become visible on the initial card view, if users configure their Card settings. To achieve that -> click on the Grid menu at the top right side of your board view and select Configure Card View. There you can switch on and off the card attributes to suit your needs and define the design of the properties - icon or full text. Only card ID, assignee and title cannot be switched off.
This is а representation of all card attributes:
- Type: Use card types to categorize your tasks by using predefined categories. Types are added at project level and are customizable to meet your requirements.
- Comments: Write comments on the card to keep important information or to communicate with your team members on the task. In the short view of the card you can see if there are any comments in the card and if there are any, you can open them directly by clicking on the icon.
- Links: You can create connections between cards using card links. There are three types of hierarchical relations – parent, child and relative. (Reference to article “Card Links”).
- Subtask: Subtasks are small action items which are part of a bigger task, like a checklist that needs to be completed in order for the task to be completed. You can see on the card the number of the subtasks and how many have been already completed.
- Tag: Using tags allows you to organize your cards and search easily for a card later.
- Size: You can use different values to indicate how big a task is, e.g. planned time to complete the task, monetary value (to track profit or costs) etc.
- External Link: Enter a link to additional information and to external Kanbanize source.
- Attachments: You can attach files in different formats from your computer or from a cloud storage.
- Custom fields: You can add your own card attributes by using custom fields. There are different values possible for a custom field: text, number, date, contributor or a dropdown menu.
- Deadline: Set a deadline for the task by using the integrated calendar. Keep in mind that in Kanban it is recommended to avoid working with deadlines, but rather to process cards as fast as possible to keep their cycle time as short as possible.
- Logged Time: Log time to keep track on how much time you have actually spent on a task.
When you open the Kanban card in Kanbanize, it has six tabs: Details, Subtasks, Comments, History, Metrics and Links.
- Details: The details tab automatically opens when you open a card. Here you can define the attributes described above and also load a template, add a watcher and change the position of the card on the board (choose different column and swimlane).
- Subtasks: In this tab you can see the detailed view of the card’s subtasks. Here you can assign the subtask to a different assignee than the one of the card, change the status of a subtask to complete, edit or delete the subtask.
- Comments: Here you can add comments to a card or if you have an email integration you can even communicate lead your communication through the card comments. If you mention a user in the comment section, they will receive an email notification.
- History: In this tab you can view the history of all activities or changes applied on the card. For each activity or change type there is information on the event, author, details and date.
- Metrics: In the Metrics tab you can get an overview of the elapsed time and the logged time for the card. The records are listed by column which provides you more precise information.
- Links: In this tab you can create a link between cards and you can also view all existing links of the card.
Card Settings Menu
Click on the gear icon at the top right of the opened card to open the card settings menu. From here you have access to following functionalities:
Permalink – copies the unique url of the card.
Log time – this icon will open up a panel where to log in working hours on the card or a subtask level.
Locate - opens the board on which the card is located in a new browser tab and flags the card to make it visible. (This functionality is very useful when you have opened a card from the advanced search or from a linked card and you want to go to the board on which the card is located).
Block – allows you to block a card and make it immobile unless being unblocked.
Delete – allows you to delete a card from the board.
Follow up – allows you to set up a reminder and follow up on the card within 5,15 or 30 minutes / 1, 2 or 4 hours/ a date from the calendar. Upon deadline expiration, a reminder pops up right on your board and additionally the system sends you an email notification.
Revisions - Note: To enable card revisions you need to activate the "Card revisions" runtime policy.
Read more about what is a Kanban card.