Besides the classic list, you can see your tasks as a Kanban board - columns of task cards that you can move around with drag and drop. Group the board by Status, Priority, Assignee or Current assignee, and dragging a card to another column updates the task for you - in either direction, so you can also move a task back to an earlier status. Most everyday changes (status, priority, deadline, assignees, timer) can be made right on the card, without opening the task.
Switching to the board view
The board is available on every task page: All tasks, My tasks, My current tasks, My created tasks, Starred, Pinned, Watched and the Tasks tab inside a project.
Open any task page.
At the right end of the toolbar, click the Board view icon (the grid icon next to the list icon).
To go back, click the List view icon.
Allfred remembers your last choice in your browser, so the next time you open tasks you'll land in the same view.
đĄ Anyone who can see tasks today can use the board - no extra permission or setting is needed.
The board toolbar
The toolbar above the board gives you everything you need to organize what you see:
Control | What it does |
Search | Find tasks by project or task name. |
Group by | Decides what the columns are: Status, Priority, Assignee or Current assignee. |
Sort | Orders the cards inside each column: Manual, Deadline, Name, Priority or Created at. |
Select | Turns on checkboxes on cards so you can use bulk actions. |
Hidden columns | Shows which columns you've hidden and lets you bring them back. |
Filters | The same filters as in the List of Tasks (Client/Brand, Project, Budget item, Team, Task status, Priority, People, Position and more). |
Show done tasks | Shows or hides tasks in a done status. |
List / Board icons | Switch between the list and the board. |
Learn more about search and filters in How to use List of Tasks.
Columns: grouping your tasks
Choosing how to group
Click Group by in the toolbar and choose how the columns should be split. Dragging a card to another column changes that value on the task.
Group by | Columns | Dragging a card to another column⌠|
Status (default) | One column per status in your workspace. All done statuses share one column at the end. | changes the task status |
Priority | From the lowest priority up to Urgent, plus "None". | changes the priority |
Assignee | One column per person (people with the most tasks first), plus "Unassigned". | hands the person's position on the task over to the other person |
Current assignee | One column per person, plus "Unassigned". Only available when your workspace uses current assignee. | sets the current assignee |
If a task has several assignees, it appears in each of their columns.
Moving tasks forward and back
Cards can move in both directions. You're not limited to pushing a task forward through your workflow - if the work needs it, simply drag the card back to an earlier column.
For example, when grouped by Status:
a task in In review needs changes â drag it back to In progress
a task was approved too early â drag it back from Approved to In review
The task's status updates as soon as you drop the card.
â ď¸ Moving cards between people (Group by: Assignee)
A card can't be moved out of a person's column if that person has already tracked hours on the task, or has more than one position on it. In that case, change the assignee in the task detail instead. You also can't drop a card onto a person who is already assigned to the task.
Column header
Each column header shows:
the number of tasks in the column
spent / planned hours for all tasks in the column (h:mm)
From the column header you can also:
click + to add a new task at the top of the column - it's pre-filled with the column's value (e.g. the status or the person)
click + Add task at the bottom of the column to add a task at the end
open the column menu (âŽ) to collapse the column into a narrow strip or hide it
Hidden columns are listed under Hidden columns (n) in the toolbar, where you can show them again one by one or click Show all columns.
Task cards
What you see on a card
project code and name
task name and budget item
status
assignees
tracked vs. planned hours with a progress bar (red when the task is over budget)
priority
deadline
Click anywhere else on the card to open the task detail.
Quick edits right on the card
You don't need to open the task for the most common changes:
Rename: click the task name.
Status, priority, deadline: click the value and pick a new one. The deadline must fall between the task's start and end date.
Assignees: click + next to the avatars to add a person, or change the current assignee.
Star: hover over the card and click the â to add the task to your Starred tab.
Timer: hover over the card to start or stop time tracking (see below).
Card menu (â˘â˘â˘)
Click the three dots in the top-right corner of a card to open its menu:
Move to top / Move up / Move down / Move to bottom: change the card's position within its column. Options that don't apply (e.g. Move up for the first card) are greyed out.
Edit: open the full edit form of the task.
Duplicate: create a copy of the task.
Move: move the task to another project. Learn more in Move and Duplicate Tasks Across Projects.
Copy link: copy a direct link to the task.
Delete: delete the task.
Tracking time from the board
Hover over a card to see the timer button and +Time button. You can start the timer or report time only if you have a position on the task and time tracking is turned on for its budget item.
While the timer is running, the card shows a live green timer and stays pinned at the top of its column, so you always know what you're working on.
Stopping the timer
When you stop the timer, Allfred opens a short Stop timer? window and asks What did you work on? - so you can describe your work right away, while it's still fresh.
Click the pause button on the running card.
Optionally, write a note about what you worked on.
Click Save and stop. If you clicked by mistake, choose Keep tracking and the timer keeps running.
Switching the timer to another task
If a timer is already running and you start it on a different card, Allfred shows a Switch timer? window. The timer on the first task stops and a new one starts on the task you clicked.
Optionally, write what you worked on in the previous task.
Click Save and switch - or Keep current timer if you want to stay on the original task.
đĄ The note is optional, but a short description makes your time entries much easier to understand later - for you, your project manager and in reports.
Can't see the timer on a card? Check Why am I unable to track hours for some tasks?
Sorting and reordering cards
Sort options
Click Sort in the toolbar to choose how cards are ordered in each column:
Manual (default) - your own order, set by dragging cards
Deadline
Name
Priority
Created at
Click the active option again to flip the direction (e.g. earliest vs. latest deadline first).
When can I drag cards?
You can drag cards only when all of these are true:
Sort is set to Manual
no search is active
no filters are active
If dragging is turned off, you'll see an orange crossed-out move icon in the toolbar. Hover over it to see why, and fix it with one click: Switch to Manual, Clear search or Clear filters.
đĄ Even while searching, you can still use Move to top and Move to bottom from the card menu.
â ď¸ The manual order of cards is shared with your colleagues. If you move a card up or down, everyone who views the same page with the same grouping sees the new order.
Selecting multiple cards (bulk actions)
Click Select in the toolbar - checkboxes appear on the cards.
Click the cards you want to select. Hold Shift and click to select a range of cards within one column.
Use the bulk bar at the bottom to edit, duplicate, move, star or delete the selected tasks - the same actions as in the list view.
Click Done or press Esc to leave select mode.
Learn more in How to use bulk actions for tasks.
Done tasks
Done tasks are hidden by default. Turn on Show done tasks in the toolbar to see them.
When grouped by Status, the done column stays visible with a Show done tasks button.
In other groupings, done cards are simply left out until you turn the toggle on.
What Allfred remembers
Setting | Where it's saved |
List / Board view and Group by | In your browser. A new browser or device starts on the List view grouped by Status. |
Sort, collapsed columns and hidden columns | In your user account, separately for each task page and each grouping - so e.g. "My tasks by Priority" can look different from "All tasks by Status". |
Manual order of cards | On the task itself, for each page and grouping - shared with everyone. |
FAQ
Can I move a task back to a previous status?
Yes. Just drag the card back to the earlier column - for example from In review back to In progress. The status changes as soon as you drop it.
Why can't I drag cards?
Sort isn't set to Manual, a search is typed, or a filter is active. Hover over the orange crossed-out move icon in the toolbar - it tells you the reason and lets you fix it with one click.
Why can't I move a card to another person's column?
When grouped by Assignee, a card can't leave a person's column if that person already tracked hours on the task or has more than one position on it. Make the change in the task detail instead. You also can't drop a card onto someone who is already assigned to the task.
Why don't I see the Current assignee grouping or the My current tasks tab?
Both appear only when an admin turns on Current assignee in the workspace settings (Tasks section). Note that when a task is moved to a done status, its current assignee is cleared.
My done tasks disappeared from the board. Where are they?
Show done tasks is turned off. Turn it on in the toolbar, or on the Status board click Show done tasks in the done column.
Why did my column layout reset?
Sort and hidden or collapsed columns are saved separately for each task page and grouping, so switching Group by or the task tab shows a different layout. The view and grouping are saved in your browser, so a new browser or device starts on the List view grouped by Status.
I moved a card and my colleague sees it moved too. Is that right?
Yes. The manual order of cards is shared, not personal.
Why can't I start the timer from a card?
The timer only appears if you have a position on the task and time tracking is turned on for its budget item.
Do I have to write a note when I stop the timer?
No, the note is optional. You can leave the field empty and click Save and stop (or Save and switch).
Can clients use the board?
Yes. Clients see the tasks they already have access to, but without search and filters in the toolbar.