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Status Shipped
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.

  • Attach files
  • Adam Bendall
    Sep 16, 2026

    Yes can I have early access please

    Adam Bendall
    Aptus Professional Ltd
    07506 701317
    adam@aptus.pro
    aptus.pro

    Book a Teams meeting

    [Aptuslogo.jpeg]

  • Admin
    Mike Turner
    Sep 16, 2026

    Hello, we have released our Kanban Task Board for early access and then will push out globally before this month end. Anyone interested in having access to it earlier? Let me know and can get it enabled for you.

  • Admin
    Mike Turner
    May 29, 2026

    We're pleased to share that we have begun exploring this. If you'd like an early preview, let us know in the comments, keen for your thoughts. Please bear in mind this is at a very early stage, and we're working through a number of improvements before release.

  • Admin
    Mike Turner
    May 20, 2026

    Thanks for the engagement on this, we agree on benefits of having this Kanban board. This is being actively discussed with the team. Not formally committed but will update on any new developments.

  • Adam Bendall
    Apr 22, 2026

    I agree with this, I have been trialling an alternative and generally Bright Manager always ends up being the best in the round, but on the other one I tested the Kanban view of tasks was excellent

  • 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

4 MERGED

Kanban board for workflow/tasks

Merged
It would be useful to have a kanban board to show the tasks that need user input or ones that are with the client
Guest almost 2 years ago in Tasks & Workflow 1 Shipped
7 MERGED

Drag and Drop Tasks

Merged
If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful
Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Shipped