1. Setting up a Deadline on the Card
To set up a deadline -> open the card -> go to the Deadline field of the card and select a date, using the date picker -> click on Update card to save your changes.
2. How to make the deadline visible at the closed card view?
If you want to make the deadline visible at the initial card view –> use the Grid Menu icon at the upper right corner of your Board interface -> select Configure Card View → tick off Show Deadline -> click on Save card view.
Note: You have to Refresh your browser in order to see the deadlines reflected on your cards.
3. How to make use of the Deadline Calendar?
All of the deadlines are visualized in the Calendar integrated with Kanbanize.
To open it → go to the Grid Menu in the upper right corner of your Board interface -> select Calendar.
From the calendar, you can monitor all your datе-related information.
The default value is: Deadline. Upon selection of a specific date in the calendar, the system searches across all projects and boards and generates a list of all cards, which have a Deadline that day.
In the example below (Imаgе. 1), the selected date is 22nd of January and the system has generated a list of 3 tasks having this deadline. Moreover, it shows the Board names where cards are located and the current state of the tasks (Requested, In Progress, Done).
Imаgе. 1
If you click on the Deadline at the top left side of the Calendar, you will be able to replace the Deadline with one of the following regular fields:
- Created at
- Last Modified
- First Blocked Date
- Last Blocked Date
If you choose one of the regular fields (for example: Created at) and select a specific date from the Calender, the system will generate for you a list of all cards that have been created that day. The same logic refers to the rest of the fields.
3. The Calendar Filter
3.1 Calendar View filter
You can use the filter to narrow down your search and monitor specific boards and certain cards that match your requirements.
To filter your data –> use the filter icon at the top right side of the panel. (Imаgе 2 - p.1)
For Example:
- Filter cards assigned to "User X" only –> select the pill "Assignee"-> define the user -> Apply the Filter.
- Filter cards of a certain priority -> select the pill "Priority"-> define the priority -> Apply the Filter.
- Filter cards from a specific board -> select the pill "Board"-> define the Board -> Apply the Filter.
In addition to the Regular Fields which you can use to filter your Calendar view, you can also specify the custom fields you have already made across your boards.
3. 2 Due Date Filter
You can also add an additional filter from the Due Date Link (Imаге 2 - p.2) to show the cards which expire by day, week, or month.
(Imаgе. 2)
