The best way to create a kanban board in Todoist

kanban board is likely one of the greatest methods to effectively handle your tasks. Jack Wallen reveals you how one can add a kanban view to your Todoist tasks.

Picture: Elnur/Shutterstock

I like a superb kanban board. I’ve discovered them to be an distinctive methodology of serving to me preserve monitor of my quite a few writing tasks, in addition to different areas of my private {and professional} life. If you end up having bother managing numerous tasks, you need to most likely think about including a kanban board or two into the combination to see in the event that they might help refine and outline your workflow.

SEE: Hiring equipment: Undertaking supervisor (TechRepublic Premium)

I’ve just lately found that Todoist additionally features a kanban possibility that’s actually fairly good. Factor is, making a kanban board in Todoist isn’t precisely essentially the most intuitive process. In reality, the kanban possibility is sort of properly tucked away. Thankfully, I’ve uncovered the key and am right here to go it alongside to you.

With that mentioned, let’s get our kanban on with Todoist.

What you’ll want

To make this work, you’ll want an account with Todoist. You should utilize the free account (which is what I exploit), however you’ll be restricted to 5 tasks and 5 collaborators per challenge. You should buy one of many paid plans:

  • Professional–$4/consumer/month for as much as 300 energetic tasks and 25 collaborators.
  • Enterprise–$6/consumer/month for as much as 500 energetic tasks and 50 collaborators.

Should you’ve by no means used Todoist earlier than, begin with the free plan to see if it’s a service you’d prefer to develop on.

When you’ve created your account, you can begin constructing your kanban board.

The best way to create a challenge in Todoist

The very first thing we’ll do is create a challenge. To do this, log into your Todoist account and hover your cursor over the Tasks entry (Determine A).

Determine A

The Projects entry in the sidebar is where it all begins.
The Tasks entry within the sidebar is the place all of it begins in Todoist.

Click on + after which, within the ensuing window (Determine B), fill out the small print for the brand new challenge and ensure to pick Board as the kind of View you need.

Determine B

Creating a new Todoist Project.
Creating a brand new Todoist Undertaking.

When completed, click on Add. You’ll then be introduced along with your new Undertaking board (Determine C).

Determine C

Our new Tech Articles board in Todoist.
Our new Tech Articles board in Todoist.

Give the primary part a reputation and click on Add Part. You need to then see a brand new Add part button on to the precise of the part you’ve simply named (Determine D).

Determine D

We've named our first section and can now create more.
We’ve named our first part in Todioist and might now create extra.

Hold constructing out sections till you have got your kanban board full. Begin including duties to your sections, and also you’ve constructed a full-blown kanban board (Determine E).

Determine E

Our brand new kanban board in Todoist.
Our model new kanban board in Todoist.

That every one appears very easy and fairly apparent. So, the place’s the less-than-intuitive problem I spoke about earlier?

Let’s say you’ve already created tasks on Todoist that weren’t of a kanban nature. By default, these will all be displayed as lists. Thankfully, Todoist makes it doable to change between Record and kanban views. Right here’s how:

  • Log into Todoist.
  • Click on on the Undertaking in query.
  • Click on the View button after which click on the View as drop-down (Determine F).
  • Choose Board.

Determine F

Changing the view of a project from List to Board.
Altering the view of a challenge from Record to Board in Todoist.

OK, it’s not terribly troublesome to determine, however till the place to look, you’re caught with the record view, and that’s not almost as environment friendly because the board view.

Congratulations, you’ve simply shifted Todoist right into a extra strong, trendy device that can assist you preserve monitor of your duties and tasks.

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