Projects

Project Types

There are two types of projects:

• Only Administrators and Application Managers can create team projects.
• Personal projects can be created by anyone.

Creating Projects

Kanboard can handle multiple projects.

Creating Projects for Multiple Users

• Only administrators and managers can create those projects
• User management is available

From the dashboard, click on the link New project:

It’s very easy: you just have to find a name for your project!

Creating a Personal Project

• Anybody can create a personal project
• There is NO user management
• Only the owner and administrators can access the project

From the dashboard, click on the link New personal project.

Creating Projects from Another Project

When you create a new project, you can choose to duplicate the properties of another project:

• Permissions
• Actions
• Swimlanes
• Categories
• Tasks

Editing Projects

Projects can be modified at any time.

To rename a project, just click on the link entitled “Edit project” on the left.

• The start date and end date are used to generate the project Gantt chart.
• The description is visible as a tooltip on the board and on the projects listing page.
• Administrators and project administrators can convert a personal project to a multiple-user project by changing the checkbox “Personal project”.
• You can also convert a multiple-user project to a personal project.

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.

Removing Projects

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.

Project Permissions

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:

• Project Manager
• Project Member
• Project Viewer

Only administrators have access to everything.

Role assignments are visible in Project Settings > Permissions:

Personal projects cannot define permissions.

Custom Project Roles

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”.

Available Restrictions

• Project Restrictions:
  • Task creation is not permitted
  • Closing or opening a task is not permitted
  • Moving a task is not permitted
• Columns Restrictions:
  • Task creation is allowed only for a specific column
  • Task creation is blocked only for a specific column
  • Closing or opening a task is allowed only for a specific column
  • Closing or opening a task is blocked only for a specific column
• Moving tasks only between specified columns

Configuration

1) Create a new custom role

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.

2) Add a restriction to the role

There are different kinds of restrictions:

• Project restrictions
• Drag and drop restrictions
• Column restrictions

You can click on the drop-down menu on the table to add a new restriction:

3) List of restrictions

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”.

4) Assign the role to someone

Go to the “permissions” section on the left menu and assign the desired role to the user.

Examples

Allow people to create tasks only in specific columns

• Users that belong to this role will be able to create new tasks only in the column “Backlog”.
• The combination of the 2 rules is important, otherwise that will not work.

Allow people to change the task status only in specific columns

• Users that belong to this role will be able to change the task status in the column “Backlog”.
• Tasks with the status open are visible on the board and tasks with the status closed is hidden by default on the board.

Do not allow people to change task status in a specific column

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.

Allow people to move tasks only between specific columns

Users that belong to this role will be able to move tasks only between the column “Ready” and “Work in progress”.

Sharing Boards and Tasks

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.

Usage examples:

• Share your board with someone outside of your organization
• Display the board on a large screen in your office

Enable Public Access

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:

• Public board view
• RSS feed subscription link
• iCalendar subscription link

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

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.

• Custom filters are stored by project and associated to the creator.
• If the creator is project manager, he can choose to share the filter with other project members.

Filter Creation

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: