Easy Kanban Board for your tasks in Notion | Step-by-Step Guide
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Having a Kanban board or board view list in Notion can be a great way to keep track of your task list and manage your workflow. In this article, we will walk you through everything you need to know about how to create a Kanban board with Notion. This guide is perfect for Notion beginners who are learning to master this all-in-one productivity tool!
How to Create Kanban Boards in Notion
There are several ways to create a board view in Notion:
- Create a In-Line Board Database with an Empty Page: Begin with an empty Notion page, type '/Board', and then click on 'Board View'. This will create an inline Notion Kanban Board database
- Transform an Empty Page into a Database: If you're already working on a page that you'd like to convert into a database, go to the three dots at the bottom of the database, click on 'Board'. This will transform the current page type into a database.
- Using an Existing Board View Database: If you already have an existing board view database, you can type '/linked view of database'. This will allow you to pull up any existing board view database. For example, if you type 'Kanban board', it will show any Kanban boards you've already created. Note that this method only works if you already have an existing board view database that you want to show the linked view of.
Source: The Organized Notebook, 2024
Board View Layout Settings
Let's go over the layout settings available for a Kanban board database. By clicking on the three dots inside of the database and then clicking 'layout', you can change settings including card preview, card size, wrap properties, group by, color columns, open pages in, and show page icon. You can customize your Kanban board in several ways to make it more visually appealing and useful.
Source: The Organized Notebook, 2024
Card Preview
The card preview setting determines whether you want to showcase the page's cover or the page's content in the card.
- If you want to show cover photos in your Kanban board, you can do that by clicking 'show page cover'.
- If you choose to display the page content, this will show what's inside of the card. For instance, if you type 'test' inside a card, you'll see a preview of this text on the card in the board.
Card Size and Image Fit
The card size can be changed to small, medium, or large, depending on what kind of information you want to display in your Kanban board. You can also choose whether or not to fit the image, which will preserve the original image size.
Color Columns
Go to 'layout' and then 'color columns' to color-code your Kanban board. This makes your Kanban board more colorful and easier to navigate.
Opening Page Mode
You can also change how you want to open the page. Options include opening the page inside peak, center peak, or full page. You can also choose whether or not you want to show the page icon.
Change Task Status
You can change the statuses of the cards on your Kanban board. To do this, click on the three dots, go to 'Properties', and then click on the arrow next to 'Status'. Here, you can add different statuses such as 'In progress', 'In review', and 'Archive'. You can also change the color and order of the statuses.
Add Properties to Your Kanban Board
Once you've set up your Kanban board, you'll probably want to add more properties to support the metadata for your tasks. We highly recommend you add these following properties
- Assign: keep track of who is the responsible person for the task.
- Date: Keep track of a due date
- Tag: Categorize your tasks
If you want to show these new properties on your board, click on the three dots, go to 'properties', and then click on the 'eye' symbol next to the property you want to display.
Group Tasks on Your Kanban Board
One of the unique features of a Kanban board is the ability to group tasks. Your tasks can grouped by status by default, but you can group by others too such as tags, assignee and priorities. There are many benefits to group task by other criteria
- By assignee: Provides a clear and organized overview of all tasks, enabling you to see at a glance what needs to be done and who is responsible for each task. This is particularly beneficial in team settings, where tasks can be assigned to different members, and each member can easily see what they need to do.
- By tags: Provides a clear outlook of tasks by type such as personal, work, event
- By priorities: Identify which tasks are most urgent or important, helping to ensure that critical tasks are not overlooked.
Furthermore, you can categorize your tasks with sub-groups in case you need to manage 2 criteria together, for example, by status and by assignee, or by status and by projects.
A Kanban board in Notion is a versatile and powerful tool for managing tasks and projects. It allows you to visualize your workflow, keep track of progress and statuses, and customize the board to suit your needs. With practice, you'll find that a Kanban board can significantly enhance your productivity.
We strongly recommend you watch this tutorial for a comprehensive, step-by-step guide on making the best out of Notion Kanban Board. To learn more, read more in Notion’s Official Guide here.
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Ultimate Project & Task Manager: https://theorganizednotebook.com/products/ultimate-project-task-manager-notion-template?