Kanban

The Kanban tab is your visual action board. It displays all actions from your accessible plans and committees, organized into status columns that you can manage with drag-and-drop.

Status Columns

The Kanban board has four columns representing the action lifecycle:

Column	Description
Pending	New actions not yet started (default for new actions)
In Progress	Actions currently being worked on
Blocked	Actions waiting on a dependency or external input
Completed	Finished actions

Moving Actions

Drag and drop an action card from one column to another to update its status. For example, drag an action from “Pending” to “In Progress” when you start working on it.

Tip

When you archive an action from the Kanban board, a brief toast notification appears with an Undo button. You have a few seconds to reverse the action before it moves to the Archived tab.

Action Status Workflow

Actions have five possible statuses:

Status	Trigger	Behavior
Pending	Default for new actions	Shown in Pending column
In Progress	Manual move or completion 1–99%	Active work
Blocked	Manual move only	Requires a blocked reason
Completed	Manual move or completion reaches 100%	Sets completion timestamp
Cancelled	Manual action only	Terminal state, not shown on board

Auto-Status Updates

The system automatically adjusts status based on completion percentage:

• 100% completion → Automatically moves to Completed
• 1–99% completion → Automatically moves to In Progress
• 0% completion → Automatically moves to Pending

Note

Auto-status updates are skipped for actions in Blocked or Cancelled status. These are explicit states that can only be changed manually.

Filtering Actions

The filter bar at the top of the Kanban board lets you focus on specific actions:

Filter	Description
Plan	Filter by source plan (multi-select)
Committee	Filter by originating committee (multi-select)
User	Filter by assigned user (multi-select)
Search	Text search matching action title or description

Use the Clear all button to reset all filters at once.

Action Details

Click on any action card to open the action details modal. From here you can:

Core Information

• Title and description — What the action is about
• Status — Current status with manual override
• Completion percentage — Progress slider (0–100%)
• Due date — Deadline for the action
• Assigned user — Who is responsible
• Priority — High, Medium, or Low

Links and Context

• Objectives — Link the action to strategic objectives directly or through key results
• Key Results — Connect the action to a specific key result for OKR tracking
• Source — See which plan or committee meeting created the action

Tags

Actions can have up to 3 tags from your organization’s tag library. Tags help categorize and filter actions across the board.

Comments and Progression

• Add comments to discuss progress or share updates
• Track completion percentage changes over time
• View the action’s history

Tip

Actions that cross their due date without being completed are flagged as overdue in the dashboard statistics.

Creating Actions

You can create new actions directly from the Kanban board using the filter bar’s create button. New actions require:

1. Enter a title — A clear description of what needs to be done

2. Assign the action — Choose a responsible user

3. Set a due date — When the action should be completed

4. Choose a priority — High, Medium, or Low

Actions can also be created from:

• Meetings — During agenda discussions in the Prepare tab
• Plans — When defining actions under objectives in the Plan module
• Committees — Through the Organize module

Cross-Module Tracking

The Kanban board aggregates actions from multiple sources:

• From Plans — Actions tied to plan objectives and orientations
• From Committees — Actions created during committee meetings
• Direct — Actions created directly on the Kanban board

All actions appear on the same board regardless of their source, giving you a unified view of your work.

Next Steps

• Dashboard & Archives — View statistics and archived actions
• Prepare — Create actions during meetings
• Objectives & Actions — Plan-level action management