Projects & Tasks
Use the Kanban board effectively
Set up your columns, drag-and-drop tasks, and keep the board in sync with your team's actual flow.
Last updated 2026-04-26
Every project gets a Kanban board with customizable columns. The default set is Todo → In Progress → Testing → Done, but you can rename, add, remove, or re-order columns at the workspace level (Settings → Task Columns).
Configuring columns
A column has:
- Name - what users see on the board.
- Color - shows up as the column header accent.
- Type (optional) - one of
todo,in_progress,testing_qa,completed. Setting this lets reports and analytics know which states count as "done" or "active" without hard-coding column names.
Drag column headers in the settings page to re-order. The order applies across every project in the workspace.
Working with tasks
- Drag-and-drop moves a task between columns. The change is saved immediately and shows up in the task's audit log.
- Click a task to open the detail sheet with comments, attachments, subtasks, and the full activity history.
- Mention teammates with
@in comments to notify them. - Assign multiple people with the assignee picker - all assignees receive due-date and overdue notifications.
Keyboard shortcuts on the board
?opens the global shortcut helpg tjumps to the Tasks page from anywhere- ⌘K (or Ctrl-K) opens the command palette to find a specific task
Tips
- Limit work-in-progress per column. ClientFlow doesn't enforce WIP
limits but most teams find that a column-name suffix like
In Progress (max 3)is enough as a social signal. - Use subtasks for checklists, not for sub-projects. If a task spawns more than ~5 subtasks, it's usually a sign it should be its own task with dependencies.