A kanban board lays your tasks out as cards in columns, one column per status. It is a fast, visual way to see where everything stands and to move work along without opening each task. Here is how to use it.
From the CRMit menu, under Tasks, open the Weekly Tasks Kanban board. Your tasks appear as cards laid out across the board.
Each column is a status, so you can see at a glance what is still to start, what is in progress and what is done. This gives you the whole picture in one screen.
To update a task's status, drag its card into the column you want. The status changes as soon as you drop it, so there is no need to open the task first.
Click any card to open the full task. From there you can check the detail, edit it, or reassign it if needed.
Move cards as work happens through the day. A board that reflects reality keeps everyone on the same page.
Tip: A quick drag beats opening each task. Nudge cards along as you go and the board stays useful all day.
The board works best alongside a planned week and tasks that sit against the right job.
Book a quick demo and we will show you how CRMit keeps your team's tasks moving.