Projects

Creating Projects

Projects help you organize related tasks and track progress visually using Kanban boards.

  1. Navigate to the Projects page
  2. Click
    New Project
  3. Enter a project name and description
  4. Assign users or groups to the project
  5. Click
    Create

Kanban Board

Each project has a Kanban board with customizable lanes (columns) for organizing tasks.

  • Drag and drop tasks between lanes to update their status
  • Click on a task card to view details and edit
  • Add new tasks directly to any lane
  • Reorder tasks within lanes by dragging

Managing Lanes

Customize your project workflow by adding, editing, or reordering lanes:

  • Open project settings to manage lanes
  • Add new lanes for custom workflow stages
  • Set lane colors for visual organization
  • Reorder lanes to match your process

Common Scenarios

Scenario 1

Setting Up a New Client Project

You've onboarded a new client and need to organize all related work.

  1. Create a new project with the client name and description.
  2. Add custom lanes to match your workflow (e.g., Backlog, In Progress, Review, Done).
  3. Assign the relevant team members or groups to the project.
  4. Create initial tasks and drag them into the appropriate lanes.
  5. Share the project board link with stakeholders for visibility.
Scenario 2

Running a Weekly Review

Your team plans work week by week and reviews progress each Friday.

  1. Open the project Kanban board to see current task distribution.
  2. Review tasks in the 'Done' lane — these were completed this week.
  3. Move any incomplete tasks back to 'Backlog' or 'In Progress'.
  4. Add new tasks for next week and assign them to team members.
  5. Archive the project if the engagement is complete, or continue iterating.
Scenario 3

Reorganizing a Project's Workflow

Your process has changed and the existing lanes no longer match your workflow.

  1. Open Project Settings from the project detail page.
  2. Add new lanes that match your updated workflow stages.
  3. Reorder lanes by dragging them into the correct sequence.
  4. Move existing tasks to the appropriate new lanes.
  5. Remove or rename old lanes that are no longer needed.

Need more help? Contact us at support@finitu.app