Quick Start

Kanban is a powerful project management tool provided by GitCode, helping teams efficiently organize, track, and collaborate on project progress. This guide will help you quickly master the core features of Kanban, from creation to daily use.

提示

Before using the Kanban feature, please ensure that:

• You have created or joined an organization
• A project has been created within the organization
• You have the corresponding permissions

For more details, refer to the New Organization documentation.

1. Create a Kanban

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1. Navigate to the organization homepage, click on the "Kanban" tab in the top navigation bar to enter the Kanban list page

   

2. Click the "Create Kanban" button, and the system will automatically create a default template Kanban

   

3. A new Kanban is created

   

Limitations

Currently, the Kanban supports up to 1200 rows (1200 tasks) and 50 columns (including system fields).

When creating a Kanban, it will include the following system fields by default:

• Title, Title
• Assignees, Assignees
• Labels, Labels
• Linked pull request, Linked Pull Request
• Reviewers PR, Reviewers PR
• Repository, Repository
• Milestone, Milestone

2. Set Up Kanban

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1. You can customize your Kanban settings. Click on the "Kanban Settings" button in the top right corner to enter the Kanban settings page

   

2. Fill in the Kanban name (required), description (optional), visibility (public/private) in the settings page, then click "Update Settings" to complete the basic configuration

   

3. Return to the Kanban page to see the updated Kanban name

   

3. Create a View

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1. On the Kanban page, click "Create View" to create a new default view

   

2. Expand the "More" options for the view to rename, delete, or export data

   

3. The three buttons "Show Fields," "Sort," and "Group" are used to configure the fields displayed in the view, task sorting rules, and task grouping display rules. After configuring, click "Save Changes" to persist the configuration

   

4. Customize Fields

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1. In the Kanban settings, click "+ Add Field" to open the "Custom Field Settings" page, fill in the field name, and select the field type

   

   There are four types of fields. Here are examples of creating each type of field:

   

   

   

   

2. After configuring the display fields in the view page, you can see the following effect

   

5. Associate Tasks

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提示

Currently, the Kanban supports up to 1200 rows (1200 tasks) and 50 columns (including system fields).

1. In the view page, click the "+ Click to associate existing tasks" button to expand the task selection drawer. You can filter by project, select Issues and PRs, and click "Add" to complete the association

   

2. Back in the view page, the task is associated with the Kanban. Fill in the related columns

   

6. Modify Task Status

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In Table View:

In the view page, find the target task and click its status column, then select a new status from the drop-down menu

In Kanban View:

Find the target task card, drag the card to the target status lane, and release to complete the status update

7. Kanban Statistics

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1. In the view page, click the "Statistics" button in the top right corner to expand the statistics page

   

2. In the statistics page, you can create statistical charts, configure each chart's display (chart type, grouping method, X-axis, Y-axis). After configuring, click "Save Chart" to persist the configuration

   

With these steps, you can quickly create and set up a Kanban, add views, customize fields, associate tasks, and modify task statuses. The intuitive interface and flexible functions of the Kanban help teams collaborate efficiently, ensuring clear visibility of project progress. Start using Kanban now to make your project management more organized!