How do I use the LocalPM Kanban board?

Open Board in your project's sidebar to see four columns: To Do, In Progress, In Review, and Done. Drag a card to another column to change its status, using a mouse, touch, or the keyboard.

The Kanban board is where you track work day to day. Open your project and select Board in the sidebar.

The columns

The board has four fixed columns: To Do, In Progress, In Review, and Done. Each column header shows how many cards it holds. Columns can't be added, renamed, or removed.

Each card shows the item's type, a colored priority dot, the title, its story points, and the assignee.

Which stories appear on the board

It depends on whether the project has an active sprint. The badge next to the Board heading tells you which mode you're in:

  • With an active sprint (the badge shows the sprint's name): the board shows only stories assigned to that sprint.
  • With no active sprint (the badge reads No Active Sprint): the board shows every story in the project whose status is To Do, In Progress, In Review, or Done.

Stories with the status Backlog never appear on the board, even if they're in the active sprint. If a story is missing, open it from the Backlog view and check its Status and Sprint fields.

Moving cards

Drag a card to another column to change its status, or up and down within a column to change its order. Both the status and the order are saved straight away.

  • Mouse or trackpad: press on a card, drag it where you want it, and release.
  • Touchscreen: press and hold a card briefly until it picks up, then drag it. See How do I move cards on a touchscreen?
  • Keyboard: press Tab until a card is focused, press Space to pick it up, use the arrow keys to move it between columns or up and down within a column, then press Space to drop it. Press Escape to cancel.

Screen readers announce each step of a keyboard move.

Filtering cards

Type in the Filter cards box above the columns to show only cards whose text matches. Press / to jump to the box from anywhere on the board.

Editing a story

Click a card, or focus it and press Enter, to open the Edit Story dialog right on the board. Change what you need and select Update.

Tips

Further reading: Setting Up Your First Kanban Board in Under Two Minutes and Why WIP Limits Matter Even Without Tool Enforcement.

Still need help?