- Application Overview
- Getting Started
- Header & Navigation
- Board Management
- Views
- Task Management
- User Profile & Settings
- Admin Section
- Advanced Features
- Keyboard Shortcuts
Easy-Kanban is a comprehensive project management platform that combines Kanban boards, Gantt charts, and list views for complete project visibility. It features real-time collaboration, advanced task management, and team coordination tools.
- Multi-board Kanban system with drag-and-drop functionality
- Real-time collaboration - see changes instantly as team members work
- User authentication with local accounts and Google OAuth support
- Role-based access control (Admin/User permissions)
- Team management with color-coded member assignments
- Task management with priorities, comments, and file attachments
- Admin panel for user management and system configuration
- File uploads for task attachments and user avatars
- Admin: Full access to all features including user management and system configuration
- User: Access to boards, tasks, and collaboration features (no admin privileges)
When running in demo mode, the application provides pre-configured accounts with randomly generated passwords:
Admin Account:
- Email:
admin@kanban.local - Password: Randomly generated (displayed on login page)
Demo User Account:
- Email:
demo@kanban.local - Password: Randomly generated (displayed on login page)
The demo credentials are automatically displayed on the login page when demo mode is enabled. You can copy the credentials using the copy buttons next to each field.
In production mode, you'll need to create your own user accounts through the admin panel after initial setup.
- Demo Mode: Use the credentials displayed on the login page
- Production Mode: Create your first admin account through the setup process
- Create team members in the Admin panel
- Set up your boards and columns
- Start creating and managing tasks
- Configure Google OAuth (optional) in Admin > SSO settings
[Screenshot: Header with all buttons visible]
The header contains the main navigation and utility buttons for the application.
- Easy-Kanban Logo: Click to return to the main board view
- Board Tabs: Shows all available boards. Click any tab to switch between boards
- Add Board Button (Admin Only):
+button to create new boards
- User Avatar: Click to open profile dropdown
- Profile Settings: Opens user profile modal
- Logout: Signs out of the application
- User Name: Displays current user's name
- Theme Toggle: Switch between light and dark mode
- Refresh Button: Force refresh data from server (useful when WebSocket is disconnected)
- Help Button: Opens comprehensive help modal (also accessible via F1 key)
- Invite User Button (Admin Only): Opens user invitation dialog
- Activity Icon: Shows activity feed panel with real-time updates
- Notification Badge: Red circle with number showing unread activities
- Activity Feed Panel: Draggable panel showing:
- Real-time task changes
- Comments and updates
- Team member activity
- Filtering and search capabilities
[Screenshot: Board tabs and board creation interface]
- Click the
+button in the board tabs area - Enter board name and description
- Click "Create Board" to confirm
- Edit Board: Double-click on board tab → "Edit Board"
- Delete Board: Click x on board tab
- Reorder Boards: Drag and drop board tabs to reorder using handle
- Board Title: Displayed in the tab
- Column Management: Add, edit, delete, and reorder columns
- Task Management: Create, edit, delete, and move tasks
The application offers three different views for managing tasks:
[Screenshot: Kanban board with columns and tasks]
The Kanban view displays tasks as cards in columns, representing different stages of work.
- Column Headers: Show column name and task count
- Add Column Button (Admin Only):
+button at the end of columns - Column Settings (Admin Only): click column header for options:
- Edit column name
- Mark as "Finished" (completed tasks)
- Mark as "Archived" (archived tasks)
- Delete column
- Task Title: Click to open task details
- Task Description: Brief description or first line of full description
- Priority Indicator: Color-coded priority level
- Assignee: User avatar and name
- Tags: Color-coded tags
- Dates: Start and due date
- Comments Count: Number of comments on the task
- Move Tasks: Drag task cards between columns
- Reorder Tasks: Drag tasks within the same column
- Move Columns (Admin Only): Drag column headers to reorder
- Quick Add: Click
+button in any column to create a new task - Task Form: Enter title, description, assignee, priority, due date, and tags
[Screenshot: List view with table format]
The List view displays tasks in a table format for detailed data management.
- Row Number: Sequential numbering
- Actions: View, Copy, Delete buttons (appear on hover)
- Task Title: Click to open task details
- Assignee: User avatar and name
- Priority: Color-coded priority level
- Tags: Color-coded tags
- Start Date: Task start date
- Due Date: Task due date
- Status: Current column/status
- Time: Time since last update
- Assignee: Click to change assignee via dropdown
- Priority: Click to change priority via dropdown
- Status: Click to change status/column via dropdown
- Dates: Click to edit start and due dates
- Column Headers: Click to sort by that column
- Search: Use the search bar to filter tasks
- Advanced Filters: Use the filter panel for detailed filtering
[Screenshot: Gantt chart with timeline and task bars]
The Gantt view displays tasks on a timeline showing project schedules and dependencies.
- Date Range: Horizontal timeline showing days, weeks, months
- Task Bars: Horizontal bars representing task duration
- Dependencies: Arrows showing task relationships
- Milestones: Special markers for important dates
- Create Tasks: Click on timeline to create new tasks
- Edit Tasks: Click on task bars to edit
- Move Tasks: Drag task bars to change dates
- Resize Tasks: Drag ends of task bars to change duration
- Expand: Full task details with titles
- Compact: Reduced height with titles
- Shrink: Minimal height, titles hidden
- Scroll: Horizontal scrolling through timeline
- Jump to Task: Navigate to specific dates
- Today Button: Jump to current date
- Later Button: Jump to the next timeline
- Earlier Button: Jump to the previous timeline
- > Button: Jump to the latest task on the board horizontally
- < Button: Jump to earliest task on the board horizontally
- Create Links: Connect tasks to show relationships
- Parent-Child: Hierarchical task relationships
- Kanban View: Click
+button in any column - List View: There are no "Add Task" buttons.. Use other views to create them
- Gantt View: Click on timeline at desired date
[Screenshot: Task details page with all sections]
When you click on a task, the Task Details page opens with comprehensive task management.
- Title: Task name (editable)
- Description: Rich text description (editable)
- Assignee: Assigned team member (dropdown)
- Priority: Priority level (dropdown)
- Tags: Assigned tags (add/remove)
- Dates: Start date and due date (date pickers)
- Effort: Estimated effort/hours
- Add Comments: Rich text editor for comments
- Comment History: Chronological list of all comments
- File Attachments: Attach files to comments
- Mention Users: @username to notify team members
- Save Changes: Save all modifications
- Delete Task: Remove task permanently
- Copy Task: Duplicate task
- Link Tasks: Create relationships with other tasks
- Parent Tasks: Tasks that depend on this one
- Child Tasks: Tasks that this one depends on
- Dependency Arrows: Visual representation of relationships
[Screenshot: User profile modal]
- Display Name: Your name as shown to other users
- Avatar: Upload profile picture
- Theme: Light/Dark mode preference is auto-saved
- Activity Feed: Enable/disable activity notifications
- Default View: Preferred view mode (Kanban/List/Gantt) is auto-saved
- Change Password: Use the forgot password link at login
- Account Deletion: Delete your account
[Screenshot: Admin panel interface]
The Admin section provides comprehensive system management capabilities.
[Screenshot: Admin users tab]
- All Users: Complete list of system users
- User Details: Name, email, role, status
- Account Status: Active, inactive, pending
- Last Login: When user last accessed system
- Create User: Add new team members
- Edit User: Modify user details and permissions
- Delete User: Remove user accounts
- Reset Password: Generate new passwords
- Activate/Deactivate: Control user access
- Name: User's full name
- Email: Email address (must be unique)
- Role: Admin or User
- Send Invitation: Email invitation to new user
- Temporary Password: Auto-generated password
[Screenshot: Admin settings tab]
- Site Name: Application title
- Site Description: Application description
- Default Language: System language
- Time Zone: System time zone
[Screenshot: Google OAuth setup]
- Client ID: Google OAuth client ID
- Client Secret: Google OAuth client secret
- Callback URL: OAuth redirect URL
- Single Sign-On: Login with Google account
- Account Linking: Link Google to existing accounts
- Profile Sync: Sync Google profile information
- Avatar Import: Use Google profile picture
[Screenshot: Mail server configuration]
- Server: SMTP server address
- Port: SMTP port number
- Security: SSL/TLS encryption
- Authentication: Username and password
- From Address: Sender email address
- User Invitations: Send account invitations
- Password Resets: Email password reset links
- Notifications: Task and system notifications
- Test Email: Send test email to verify setup
[Screenshot: Priorities management interface]
- Create Priority: Add new priority levels
- Edit Priority: Modify existing priorities
- Delete Priority: Remove priority levels
- Reorder Priorities: Change priority order
- Color Coding: Assign colors to priorities
- Name: Priority level name
- Description: Priority description
- Color: Visual color indicator
- Order: Priority sequence
- Default: Set default priority
[Screenshot: Tags management interface]
- Create Tags: Add new tags
- Edit Tags: Modify existing tags
- Delete Tags: Remove tags
- Tag Categories: Organize tags by category
- Color Coding: Assign colors to tags
- Name: Tag name
- Description: Tag description
- Color: Visual color indicator
- Category: Tag grouping
- Usage Count: How many tasks use this tag
[Screenshot: Advanced filter interface]
- Text Search: Search in task titles and descriptions
- Date Range: Filter by start date, due date, or creation date
- Member Filter: Filter by assigned team members
- Priority Filter: Filter by priority levels
- Tag Filter: Filter by assigned tags
- Project Filter: Filter by project/board
- Status Filter: Filter by task status/column
- Save Filter: Save frequently used filter combinations
- Load Filter: Apply saved filter configurations
- Share Filters: Share filter views with team members
- Default Filters: Set default filter for each board
- Combine Filters: Use multiple filters simultaneously
- Clear Filters: Reset all active filters
- Filter History: Recent filter combinations
- Export Filters: Export filter configurations
[Screenshot: Archive column and archived tasks]
- Archive Tasks: Move completed tasks to archive
- Archive Column: Special column for archived tasks
- Archive Settings: Configure archive behavior
- View Archived: Browse archived tasks
- Restore Tasks: Move tasks back to active columns
[Screenshot: Completed column and finished tasks]
- Finished Column: Special column for completed tasks
- Completion Status: Mark tasks as finished
[Screenshot: Real-time updates and collaboration features]
- WebSocket Connection: Real-time data synchronization
- Instant Updates: See changes immediately
- Conflict Resolution: Handle simultaneous edits
- F1: Open help modal
- Escape: Close modals, exit edit modes
- Enter: Confirm actions, save changes
- Escape: Exit relationship mode, exit multi-select mode
- Enter: Exit relationship mode, exit multi-select mode
- Arrow Keys: Move task selection (in multi-select mode)
- Escape: Cancel editing
- Enter: Save changes
- Ctrl/Cmd + Arrow Keys: Normal text navigation
- Backspace/Delete: Delete text (respects image deletion settings)
- Click: Select task
- Drag: Move tasks between columns using the handle
- Symptoms: No real-time updates, manual refresh needed
- Solution: Use the refresh button to force data sync
- Prevention: Check internet connection and browser compatibility
- Symptoms: Changes not appearing immediately
- Solution: Refresh the page or use refresh button
- Prevention: Ensure WebSocket connection is active
- Symptoms: Cannot perform certain actions
- Solution: Check user role and permissions
- Prevention: Ensure proper user role assignment
- Symptoms: Slow loading, laggy interface
- Solution: Clear browser cache, check internet connection
- Prevention: Regular browser maintenance, stable internet
- Help Modal: Press F1 or click help button
- Documentation: This comprehensive guide
- Support: Contact system administrator
- Feedback: Use feedback system in application not yet available
This documentation covers all features and functionality of the Easy-Kanban application. For additional support or questions, please contact your system administrator.