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Categories Tasks & Workflow
Created by Guest
Created on Sep 22, 2023

Kanban board showing daily tasks

the list view of tasks is too overwhelming, even when using the filter to narrow options.

Can a Kanban system be used in AM either as its own task tab or drop down option, showing 3-5 columns of tasks; 'overdue' 'todays tasks', with a future view shown on other columns, for either 'current week', 'next week/month' etc.

I am currently using the office whiteboard with PATboard cards to keep track of tasks but it would be great if AM could have this feature/overview.

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  • Guest
    Jul 17, 2024
    Love this idea, kanban is so much more effective time management
  • Guest
    Apr 10, 2024

    @JonEllis what accountant doesn't love a good pivot view!

    records received and service type is a great idea!

  • Jon Ellis
    Apr 10, 2024

    Could include multiple pivot views - including status Records Received>>>>>Complete etc by service