Cacoo 101: Kanban board

Add a Kanban board to your sheet for convenient task management.

Who can use this feature?

The Kanban feature is available for all plans.

Basic Usage

Add a Kanban Board

To add a Kanban board to your sheet:

1. Click Kanban on the toolbar.
2. Select Board from the panel that appears.
3. A board will be added to your sheet.
4. Click Add board title and enter a title for your board.

You can customize the number of columns, titles, and colors to fit your needs. For more details, see the section on Editing a Board.

Add a Card to the Board

To add a card:

1. Click + Add Card in the row of the board where you'd like to add a card. A new card will be added at the bottom of the column.
2. Edit the following card details:
   • Card Title: Double-click Add card title to enter a name.
   • Card Details: Double-click Add card details to include further information.
   • Assignees: Click Add assignee at the bottom left and choose from your organization’s members.
     

You can also adjust these details in the action menu that appears when selecting the card:

• Color: Change the card’s border color via the Color option.
• Expiry Date: Set an expiry date from the action menu. When the date passes, the card's expiry date will turn red.
• Link: Add a URL or Cacoo sheet link via Link in the action menu. URL links display in the card details, while sheet links show a thumbnail.
  

To minimize the card’s details, click Shrink Card at the bottom right. To expand it again, click Enlarge Card.

Edit a Board

Customize your board's style to manage tasks efficiently.

Edit the Entire Board

Select the board to bring up an action menu where you can:

• Add Section: Add a new section to further categorize tasks.
• Add Column: Insert a new column to the far right.
• Collapse Board: Hide all card details. Click Expand Cards to view them again.
• Fill: Change the board's border color.
  

Edit a Section

To edit a section, click the three dots next to the section title and choose from the following:

• Add Section: Insert a new section below the selected one.
• Change Title: Edit the section's title. Only uppercase letters are allowed.
• Delete: Remove the section.
• Move Up/Down: Rearrange the section’s position.
  

Edit a Column

Hover over the number of cards in a column to reveal a three-dot button. Click it for options to:

• Add Column: Insert a new column to the right.
• Change Title: Edit the column title.
• Delete: Remove the column.
• Move Left/Right: Adjust the column’s position.
  

You can also change the column’s color by clicking on the colored part at the top.

Additional Methods to Add Cards

Add a Card from the Toolbar

To add a card directly from the toolbar:

1. Click Kanban on the toolbar.
2. Select Card from the panel that appears. A card will be added to your sheet.
3. Drag and drop it into the desired column on the board.

Convert Basic Shapes and Sticky Notes into Cards

You can also convert basic shapes and sticky notes into Kanban cards.

Converting Basic Shapes

1. Select a basic shape.
2. Click Switch Shape in the action menu.
3. Choose Card. The shape will be converted into a card.
   

Converting Sticky Notes

1. Select the sticky note.
2. Click Convert to card from the action menu. The sticky note will be converted into a card.