Kanban Project Dashboard
- What is the Kanban Project Dashboard?
- Navigating the Kanban Project Dashboard
- Saved Project Views
- Working With Custom Statuses
What is the Kanban Project Dashboard?1. Get a pulse on every project. With CoSchedule’s Kanban Project Dashboard, you instantly know where a project stands and what needs to get done. Apply custom statuses to your Kanban workflow and always know where any project is - in real-time. 2. Pinpoint bottlenecks in your workflow. Noticing a trend of projects piling up in the “design ready” phase? Utilize your Kanban view to optimize workflows and unblock blockers before projects get out off track. 3. And holistically manage projects from (start to finish). Keep projects moving forward without getting stuck in the weeds. Focus on the crucial steps and let your team take care of the day to day minutia. Back To Top
Navigating the Kanban Project DashboardTo enable the Kanban Project Dashboard, go to Settings > Power Ups.
On the Power Ups page, click Enable Project Dashboard on the Project Dashboard tile. Inside the Kanban Project Dashboard, see all projects grouped by a label, status, or team member.
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Create Saved Project ViewsLike the calendar view, the project view will have its own saved team views. Create new saved team views by clicking Create new saved view.
Saved project views work exactly like saved calendar views, except filtering by the label, status, or team member will only show the labels added, depending on the Group By settings you have selected. This is great for creating a project view for any kind of workflow.
The Kanban Project Dashboard will also have its own specific view settings that you can manage.
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In the Kanban Project Dashboard, create a saved project view for each kanban workflow you're working with. When creating a new view, set the Group default to Status. This will cause the saved project view to default to status everytime it is opened.
If you're wanting to work with unscheduled projects or an idea bin, we recommend using the Workboard.
When filtering a saved view with custom statuses, filter by every status in your kanban pipeline. Statuses that are selected in the saved view will be the only statuses that will appear inside of the view.
Once the view is saved, you can drag each Status list to rearrange your kanban pipeline.
When finished rearranging, you're now
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