Opening a Kanban view
Open the Tasks page
Click Tasks in the sidebar. Pick the task category you want at the top of the page.
Board layout
Each column is one status of the active task category, in the order defined in the Task statuses modal. A column header shows:- A + button (Add a task) that opens the add form with this status preselected.
- The number of tasks in the column — displayed as
current/maxwhen the status has a Max tasks limit. - The status name. Click it to open the Task statuses modal.
- A ⋯ menu with Archive (archive every task in the column), Unarchive (restore the column’s archived tasks), Move left / Move right (reorder the column), and Delete (only available when the column holds no tasks — including archived ones — and isn’t the category’s only status).
Setting up status columns
Statuses belong to the task category — not to a project — so every category defines its own columns. Click any column’s name (or the Edit statuses gear in a task’s detail panel) to open the Task statuses modal, where you can add a status with the Add new status field, rename or recolor one, drag to reorder, set Max tasks, and delete empty statuses. The full options are described in Task statuses.Working with cards
- Create a task — Click the + button at the top of a column, or the + Add Task button in the page header. See creating a task.
- Open a task — Click its card. The detail panel opens with the task’s dates, status, owner, description, and custom fields.
- Move a card — Drag it to another column to change its status, or drop it at a different position in the same column to reorder.
- Act on a card — Hover over it and click the ⋯ menu for Duplicate, Rename, Archive, Unarchive, and Delete.
Choosing what cards display
Open the ⋯ menu on the active view tab and hover over Show to toggle the card fields: Parent, Owner, Assignee, Dates, Projects, and Tags. Each Kanban view remembers its own selection.Selecting multiple cards
- ⌘+Click (Ctrl+Click on Windows) a card to add it to or remove it from the selection.
- Shift+Click selects the whole range between two cards in a column.
- Drag any selected card to move all selected cards together to the target column.
- Press Esc to clear the selection.
WIP limits are hard limits
Set Max tasks on a status in the Task statuses modal to cap how many tasks it can hold. On the board, the column header then showscurrent/max.
The limit is enforced, not just suggested:
- Dragging cards that would push the column over its limit is rejected — the column border turns red while you hover, and dropping shows the error “[Status] is at its task limit (N)”.
- The same rule applies when changing the status from the task’s detail panel, and Beebole’s server enforces it too.
- You cannot set Max tasks below the number of tasks currently in the column.
Task descriptions
Every task has a Description panel with a rich-text editor. The toolbar offers Bold, Italic, Code, Link, Bulleted list, Numbered list, text alignment (Align left, Align center, Align right), Text color, text size, Mention (type @ to reference a teammate), Undo, Print / Save as PDF, and Attach a file — images, videos, and PDFs, which you can also paste or drop directly into the text. Edits are saved automatically. The description is part of the task, so the same content appears whether you open the task from the Kanban board or the Gantt chart.Tracking time from a card
Hover over a card and click the clock button (Add time) to log time on that task for today, without leaving the board. Once time has been logged, the card shows a pill with the logged total next to the planned time (for example4h / 8h) — click it to add more.
The button only appears on tasks whose category is selected under Record time on these task categories in Timesheet settings.
Auto Timesheet: statuses that drive time records
With Auto Timesheet, the board itself can start and end time records. In the Auto Timesheet tab of Timesheet settings, check Enable Auto Timesheet, pick a task category, then choose the Start and End statuses — the statuses that trigger a time record to start and to end. Moving a card into those columns then drives the time record for the task.Related content
Tasks
What tasks are in Beebole — creating, importing, assigning, and archiving them.
Gantt chart
Schedule the same tasks on a timeline with dependencies and a workload heatmap.
Timesheet settings
Choose which task categories accept time entries and configure Auto Timesheet.
Frequently asked questions
Can I use the Kanban board without setting up statuses first?
Can I use the Kanban board without setting up statuses first?
Yes. New Beebole accounts come with the Main plan task category and the statuses Backlog, Queue, In progress, and Done, so the board works immediately. You can rename, recolor, reorder, add, or remove statuses later in the Task statuses modal.
What happens when a column reaches its WIP limit?
What happens when a column reaches its WIP limit?
Beebole blocks the move. The column border turns red while you drag over it, and dropping shows an error saying the status is at its task limit. Raise the status’s Max tasks value, set it to 0 for unlimited, or move other tasks out first.
How do I move several cards at once?
How do I move several cards at once?
⌘+Click cards to build a selection (or Shift+Click for a range within a column), then drag any selected card — all selected cards move to the target column together, as long as the move stays within the column’s WIP limit.
Do changes on the Kanban board affect the Gantt chart?
Do changes on the Kanban board affect the Gantt chart?
Yes. The Kanban board and the Gantt chart display the same tasks from the same category. A status change, rename, or archive done on the board is immediately reflected in the Gantt view, and vice versa.
How do I archive every task in a column?
How do I archive every task in a column?
Open the column header’s ⋯ menu and click Archive. The same menu offers Unarchive to restore the column’s archived tasks — use Show Archived in the page header to see them.