Collaborating with team members

Using the KanBan Board

The KanBan board in Bimefy is a powerful tool for managing tasks, tracking progress, and organizing your project’s workflow. Here’s how to use it effectively:

1. Accessing the KanBan Board

Locate the KanBan Menu Item:
- On the left-side menu of your project dashboard, find and click on the KanBan option.
Open the KanBan Board:
- Clicking on KanBan will take you directly to the board where you can start managing your tasks.

2. Understanding the KanBan Board Layout

The KanBan board is organized into columns, each representing a different stage of your project’s workflow. Typically, you might see columns like To Do, In Progress, and Completed. Each task, represented by a card, moves across these columns as it progresses.

To Do: Tasks that need to be started.
In Progress: Tasks that are currently being worked on.
Completed: Tasks that have been finished.

3. Creating and Managing Tasks

1. Add a New Task:

To add a task, click on the “+ Add Task” button usually found at the top of the To Do column.
Enter the task’s name, description, and any relevant details such as due dates, assigned members, or priority.
Click Save to create the task.

2. Edit or Update a Task:

Click on any task card to open its details.
You can update the task’s information, change its status, reassign it to different team members, or adjust deadlines.
After making changes, click Save to update the task.

3. Move Tasks Across Columns:

As tasks progress, simply drag and drop the task cards between columns (e.g., from To Do to In Progress).
This visually tracks the status of each task within the project workflow.

4. Assigning Tasks to Team Members

1. Assign Members:

Within each task, you can assign one or more team members to be responsible for it.
This helps to clarify ownership and ensure that everyone knows what they’re working on.

2. Tracking Task Progress:

Team members can update the status of tasks as they work on them, providing real-time visibility into the project’s progress.

5. Filtering and Organizing Tasks

1. Use Filters:

You can filter tasks by criteria such as due date, assigned member, or priority. This helps you focus on what’s most important.

2. Search Functionality:

Use the search bar to quickly find specific tasks by name or keyword.

6. Collaborating on Tasks

1. Comments and Notes:

Within each task, there’s a section for adding comments or notes. This allows team members to communicate directly about the task, share updates, or discuss any issues.

2. Attachments:

You can attach files, such as documents or images, directly to tasks. This is useful for keeping all relevant materials together in one place.