The Kanban view helps you manage items visually and intuitively. It provides a clear, drag-and-drop interface that makes it easier to monitor progress, identify bottlenecks, and take quick action.
Benefits of Kanban
Visual clarity: Instantly see the status of items across different stages.
Simple updates: Move items between columns with drag and drop.
Better focus: Apply filters to display only the items that matter most.
Time-saving actions: Select multiple items at once and apply bulk actions, so you can update or manage many items in a single step.
Lanes and Statuses
In Tuqqi kanban, each lane in the Kanban board represents a status.
Color coding: Each status has its own color, making it easier to visually identify where items stand.
Configuration: You can create and customize statuses directly from the Kanban view or through Group Settings.
Flexibility: This allows every group to design its workflow according to the team’s unique process, whether simple or complex.
Actions in the Lane
Each lane in the Kanban board has a three-dot menu that lets you configure how items are displayed and managed. The options include:
Sort By: Organize the items inside the lane.
Date created (newest first)
Date created (oldest first)
Due date (closest first)
Due date (farthest first)
Name (alphabetically)
Rating (highest first)
Set lane color: Assign a color to the lane (status). This makes it easier to identify stages visually across the board.
Incoming Rules: Define what happens when the item is moved to this lane.
Delete: Remove the lane (status) from the board. When doing this, all the items will be moved to the first lane (the most left one)
Creating an Item in the Kanban Card
There are two main ways to create a new item in Kanban:
From a Lane (+ button)
Click the “+” button at the bottom of any lane.
This will open the item creation form.
Fill in the details and save to add the item directly into that lane (status).
From the Navigation Bar (Create button)
Use the Create button in the top navigation bar.
Choose the form you want to use (if multiple forms are available).
Complete the form and save the item.
Fast Item Creation (⚡)
If your group is configured with only one form allowed, you will see a lightning icon (⚡) instead of the full form option.
Click the icon, type the item’s title, and press Enter.
The item will be created instantly, without opening the full form.
This allows you to add items quickly while staying focused on your workflow.
For more details, see Fast Item Creation.
Kanban Cards
Each item in the Kanban board is displayed as a card, giving you a quick overview of key details:
Creation date: See when the item was created.
Checklists: Displays the number of checklists and progress inside the item.
Linked items: Shows how many items are connected to this one.
Comments: Indicates how many comments have been added.
Labels: Displays the labels assigned to the item.
Actions on a Card
When you hover over a card, additional actions appear:
Watch / Unwatch: Start or stop following the item.
Bulk select: Mark the card to include it in bulk actions.
Three-dot menu: Access more management options:
Move: Change the group or status of the item.
Labels: Add or remove labels.
Assignees: Manage the item’s assignees.
Watchers: Manage who is watching the item.
Chat: Open the item’s chat.
Full view: Open the complete item view for full details.
Delete: Move the item to the recycle bin.
Clicking anywhere on the card will open the full view of the item
Drag & Drop
Cards can also be moved freely between columns by drag and drop—updating the status of the item instantly.
Searching and Filtering in Kanban
Kanban gives you powerful ways to find and organize the items you need:
Search: Type directly in the search field to find items by keyword in the title or anywhere inside the item.
Quick filters: Use the options at the top of the board to instantly filter by predefined categories.
Advanced filter modal: Click to open the advanced filter modal, where you can apply multiple filters simultaneously.
When filtering by a specific form, you can also filter by the custom fields that belong to that form.
This combination allows you to quickly focus on exactly the items you want to see.
Saving and Managing Reports
Once you’ve customized your view with filters or sorting you can save it as a report. This allows you to quickly return to the same view without reapplying settings.
Saving a Report
Apply filters, sorting, grouping, and select the columns you want to display.
Click the “New left” button in the top-right corner of the screen (next to the “Save” button).
Define a title and description for your report.
Click Save.
Your report is now stored and will appear in the list of saved reports at the top-right for easy access.
Managing Reports
Editing: Open a saved report, adjust its settings, and click Save Changes to Report to update it.
Deleting: Removes the custom display layout, but the items themselves remain intact.
Sharing: Group admins can share a saved report so that the layout is visible to everyone in the group.
Bulk Actions in Kanban
Kanban supports bulk actions, making it easier to manage multiple items at once.
When you select more than one item, an action bar appears at the bottom of the screen. From there, you can:
Assign or reassign items.
Move items to a different stage or group.
Duplicate items.
Delete items.
This feature is especially useful when handling large projects, as it helps you save time and keep your board organized. For more details, see One action in many items at once
✅ With Kanban, you not only get a clear visual overview of your work—you also gain the power to filter, save, and act on items more efficiently.