Customize Kanban layout

PowerTable provides various options to customize the Kanban layout.

Stack by different column#

After you create the Kanban layout, use the Stack By dropdown to instantly change the column by which tasks are grouped.

The following image shows the layout stacked by the Priority field.

Group tasks#

Select Group By, and then select the column by which you want to group similar tasks within the stack. This feature groups the tasks into sections, making related tasks easier to identify and manage.

The following image shows the tasks grouped by priority within the existing stacks.

Select None in Group By to ungroup and go back to the previous view.

Expanded and Compact view#

Select the Expanded View in the top right corner to expand all the task cards and view complete task details. You can then toggle back to the default Compact View.

Collapse a stack#

To collapse or minimize a stack, select the vertical ellipsis for the stack, and then select Collapse.

Use this option when you have many stacks and want to view them in a more compact layout and fit all of them on a screen.

Select the arrow >> to expand it.

Hide or unhide a stack#

To hide a stack, select the vertical ellipsis on the stack header, and then select Hide.

To unhide a column, select Properties and then toggle on Unhide Stack.

Header Count#

To display or hide the number of tasks in each stack header, use the Header Count toggle under Properties.

Customize Kanban color and styling#

Select Edit Kanban > Data Color to customize the data cards and their borders with your preferred color and style.

• Card: This section opens the color options for Kanban cards.
  • Card Fill: Set the background color of the task cards.
  • Progress Bar Fill: Set the color of the progress bar displayed on the cards.
  • Text Color: Set the color of the text displayed on the cards.
• Border: This section opens the styling options for the cards' borders.
  • Border Position: Select one or more positions to display the card border: Left, Right, Top, or Bottom.
  • Border Fill: Set the color of the card border.
• Reset to Default Styling: Use this option to restore to the default Kanban styling.

The following image shows a customized Kanban layout.

Format based on rules#

Format the Kanban layout based on specified conditions. In addition to formatting the table by setting the formatting rules in the table layout, you can also highlight task cards, progress bars, borders, text, and header icons based on specified conditions.

Use Format Rules to define conditions that automatically format Kanban cards, making tasks that meet the specific criteria easier to identify.

To create a format rule:

1. In the Format tab, select Format Rules > Create Rule.

2. In the side panel, enter a name in the Title field.
3. In Impacts On, select one or more visual components to which the formatting should apply. They include:

• Card Fill

• Border

• Progress Bar

• Text

• Header Icon

3. Configure the condition in the Condition If section. You can add more rules by selecting Add Rule.
4. Under Rule Highlight, specify the formatting to apply when the condition is met.
5. Select Apply.

Example 1 : Impact on border and text

In the following example, you want to identify critical tasks visually by formatting the border and text.

Impacts On: Select Border and Text.

Condition: If Priority is Critical, the rule displays a red left border and changes the Title text color to red, making critical tasks easier to identify.

Example 2: Impact on progress bars and cards and also adding multiple conditions

The following example shows how you can use multiple conditions to create more specific formatting rules based on different field values.

This example highlights both the progress bars and task cards based on the task's progress.

1. Select Format Rules > Create Rule to create another rule.
2. Name the rule in the Title field.
3. Select Card Fill and Progress Bar in Impacts On.

4. Select a table column from the first dropdown. For example, select Progress to check tasks by progress column.
5. Select a comparison operator. Since Progress is a number column, you can choose one of the comparison operators, such as Greater than, Less than, Is equal to and so on.
6. Select Number and enter the value to compare.

7. Add another condition by selecting Add Rule.
8. Combine the rules using AND or OR.
9. Configure the fill colors for the progress bars and the task cards that meet the set conditions.
10. Select Apply.

In the following image, tasks with Progress greater than 90% or a Completed status are highlighted in light green, with a dark green progress bar.

Example 3 : Impact on header icon

This example adds a header icon to tasks that are overdue by comparing the Due Date with the current date and checking that the task is still In Progress.

1. In Impacts On, select Header Icon.
2. Under Condition If, configure the first condition:
   • Select Due Date.
   • Select is in the last in the next dropdown. You can also use other operators, such as Greater than and Less than, and other date-based conditions to compare the Due Date with a specified date or time period.
   • Enter 2 and select weeks. You can select one of the time frames, such as days, weeks, months, years, calendar weeks, and more.
3. Select + Add Rule to add another condition.
4. Select AND or OR to specify how the conditions are evaluated.
5. Configure the second condition using the appropriate dropdown menus:
   • Select Status.
   • Select is.
   • Select In Progress.
6. Under Rule Highlight, configure the icon formatting:
   • Position: Select where to display the icon, such as Left of data.
   • Select Icon: Select the icon to display.
   • Icon Colour: Select the color of the icon.

The rule applies the selected icon formatting when the configured conditions are met.

Manage format rules

Use Manage Rule to modify and organize existing format rules.

To manage format rules:

In the Format tab, select Format Rules > Manage Rule.

Screenshot of the Format tab with Format Rules menu open and Manage Rules highlighted.

In the Manage Rule side panel, view all available format rules.

Use the available actions to manage rules:

Edit - Modify the rule conditions, affected components, or highlight settings. Duplicate - Create a copy of an existing rule to use as a starting point for a new rule. Delete - Remove a rule from the resource layout. Show/Hide - Enable or disable a rule without deleting it. Drag and reorder - Change the order of rules by dragging them to the required position. Select Create New Rule to add a new format rule from the Manage Rule panel.

Screenshot of the Manage Rule side panel listing format rules with edit, duplicate, delete, and toggle actions highlighted.

Modify layout#

To modify the existing Kanban layout and configure a new one, go to Layout under the PowerTable tab and then select Manage Layout. Select the layout, and then reset or reconfigure the properties.