Kanban card configuration¶

After creating a project, you can customize its settings directly from the Kanban card by clicking the drop-down toggle button (⋮) on the top-right corner of the card.

Card settings menu¶

The card menu provides four main sections:

View: access linked components including Tasks, Milestones, and Project Updates. When the Documents app is enabled, the Documents item allows direct access to project attachments;
Reporting: analyze progress, costs, and profitability through visual charts;
Color: assign a distinctive color strip on the left side of the card for easy identification;
Settings: configure detailed parameters:
- Name of the project;
- Name of the tasks displayed under this project;
- Associated Customer;
- Tags for search filters;
- Responsible Company;
- Employee designated as Project Manager;
- Planned Date for start and completion;
- Total Allocated Hours for the project.

Detailed configuration¶

Additionally, click the star icon to mark the project as a Favorite, allowing quick filtering through the My Favorites filter.