🔧 Assigning Tasks Quickly Using the Kanban View

If you're looking to assign team members to tasks more efficiently in Plannerly's Verify module, the Kanban view offers a visual and flexible way to do so.

Why Use Kanban View for Assignment?

The Kanban view enables you to effortlessly drag and drop tasks between team members, teams, and statuses. This streamlined functionality makes task management faster, more intuitive, and highly efficient.

How To Assign Tasks by Drag and Drop

  1. Open the Verify Module
  2. Select the Kanban View
  3. Click the Column Grouping button at the top
  4. Choose between team members, teams, and statusesto organize columns.
    • This depends on your preferred workflow when making updates
  5. Drag tasks between columns to assign or reassign

Filter and Track Progress Easily

  • Use the Filter options to narrow down tasks by Model, Scope, Milestone, Team, or other properties
  • The completion percentage bar at the bottom automatically updates to reflect the filtered view, giving you real-time insights into progress

Pro Tips

  • Use Team Member view to balance workloads
  • Switch to Status view to focus on task progress instead of ownership
  • Combine filters and views for tailored reporting and planning sessions