Table of Contents
There are two types of projects:
|Team Project||Project with user and group management|
|Personal Project||Project that belongs to only one person, there is no user management|
Kanboard can handle multiple projects.
From the dashboard, click on the link New project:
It’s very easy: you just have to find a name for your project!
From the dashboard, click on the link New personal project.
When you create a new project, you can choose to duplicate the properties of another project:
Projects can be modified at any time.
To rename a project, just click on the link entitled “Edit project” on the left.
Note: When you make a project personal, all existing users will still have access to the project. You must adjust the list of users according to your needs.
To remove a project, you must be the manager of the project or an administrator.
Go to the “Project settings”, and from the menu on the left, at the bottom, choose “Remove”.
Removing a project removes all tasks that belong to this project.
Each project is isolated from other projects. Project access must be allowed by the project owner.
Each user and each group can have a different role assigned. There are 3 types of roles for projects:
Only administrators have access to everything.
Role assignments are visible in Project Settings > Permissions:
Personal projects cannot define permissions.
You can create custom project roles to apply a set of specific restrictions on the people that belong to this role. These custom roles are defined for each project.
A custom role inherits from the project member role. For example, you may want to create a custom role to force someone to follow a process. You can have a group of people that are allowed to move tasks only from the column “Work in progress” to the column “Done”.
From the project settings, click on the left on the menu Custom Roles and at the top of the page click on Add a new custom role.
Give a name to the role and submit the form.
There are different kinds of restrictions:
You can click on the drop-down menu on the table to add a new restriction:
For example, this role is able to create tasks only in the column “Backlog” and to move tasks between the column “Ready” and “Work in progress”.
Go to the “permissions” section on the left menu and assign the desired role to the user.
Users that belong to this role won’t be able to change the task status in the column “Done”. However, it will be possible in other columns.
Users that belong to this role will be able to move tasks only between the column “Ready” and “Work in progress”.
By default, boards are private, but it’s possible to make a board public.
A public board cannot be modified: it has read-only access. Access is protected by a random token. Only people who have the correct URL can see the board.
Public boards are automatically refreshed every 60 seconds. Task details are also available in read-only mode.
Select your project, then click on “Public access” and finally click on the button “Enable public access”.
When public access is enabled, a couple of links are generated:
You can also disable public access whenever you want.
Each time you enable or disable public access, a new random token is generated. The previous links will not work anymore!
Custom filters allow you to save any search query. In this way, you can extend the default filters easily and save most used search queries.
Go to the action drop-down or in the project settings and choose custom filters:
After creating your filter, it will appear on the board next to the default filters: