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Kanban — Transactions

Overview

Kanban is SARA's visual task management tool. Users work with boards made up of configurable columns (sections) and task cards. Boards can be linked to a project, a department, or belong to an individual collaborator. The module also provides calendar views for tracking card due dates across boards.

For the end-to-end process, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Kanban Board

Overview

The main Kanban screen at /kanban is the central workspace. It displays a board selector, the active board's sections and cards, and navigation to calendar views.

What you will see

Board selector — A dropdown listing all boards accessible to the logged-in user. Each entry shows the board name and its linked entity (project code, department name, or collaborator name). Users with the admin permission see all boards; other users see only boards where they are assigned as a member.

Board sections — Each section is displayed as a vertical column. Sections are ordered left to right and can be reordered by dragging the handle icon in the section header. Each section header shows:

  • A color swatch (clicking opens a color picker to change the section's color).
  • The section title.
  • An edit dropdown with Edit name and Delete section options (see Permissions for conditions).
  • An Add Card button at the bottom of the header area.

A + column at the far right adds a new section.

Cards — Each card within a section shows:

  • A checkbox in the top-left corner (marks the card as completed).
  • Colored tag badges (if the card has tags).
  • The card title.
  • An optional description preview or checklist preview (if enabled on the card).
  • A date range with a calendar icon (MM/DD – MM/DD). If only one date is set, only that date appears. Dates inherited from a parent card dependency are displayed in green.
  • Profile photo avatars for each assigned collaborator (with a name tooltip on hover).
  • A ... menu button (Edit, Delete, Duplicate, Move to).

Cards are visually differentiated by priority: the card background or left border is styled according to its priority level (Low, Medium, High, Critical).

Completed cards remain visible in the section but are visually marked as done. A Show Completed Cards / Hide Completed Cards toggle at the bottom of each section controls their visibility.

Board-level action bar — Appears above the sections when a board is selected:

  • Search input — filters cards by title or assigned user name in real time.
  • Edit button — opens the Edit Kanban modal (requires edit or admin permission).
  • Delete button — deletes the board and all its sections and cards (requires admin permission).
  • Calendar view button — switches to the calendar view for the currently selected board.

What you can do here

Add a card — Clicking Add Card in any section header opens the New Card modal. Card fields:

  • Title (required).
  • Description — free text; a Show on card checkbox controls whether the description is displayed on the card face.
  • Checklist — a list of sub-tasks, each with a checkbox; a Show on card checkbox controls whether the checklist preview is displayed on the card face. Individual checklist items can be checked off directly from the card face if shown.
  • Assign to — multi-select from collaborators who are members of the board.
  • Priority — Low, Medium, High, or Critical.
  • Depends on — links the card to a parent card. When set, the child card's start date is tied to the parent card's end date; the start date field enforces the parent's end date as a minimum.
  • Send notification — if checked, a WhatsApp message is sent to each assigned collaborator at the time of card creation (see Workflow — Notifications).
  • Dates — start and end date/time (range picker).
  • Tags — multi-select from the global tag catalog; new tags can be created inline via the Manage panel.

Edit a card — The Edit Card modal has three tabs:

  • Card — same fields as the New Card form, pre-populated with current values.
  • Documents — upload and manage files attached to the card. Files are organized by type: images (displayed in a carousel), documents, 3D files, and videos.
  • Notes & Logs — split panel: the left side shows the audit log for this card; the right side shows a pinnable notes panel.

Complete a card — The checkbox on the card face toggles the completed state immediately without opening the modal.

Duplicate a card — Creates a copy of the card in the same section with the same fields.

Move to — Moves the card to a different section within the same board or to a section in another board.

Reorder cards — Cards can be dragged and dropped within a section or across sections to change their order.

Add or edit a section — The + column adds a new section. Editing a section's name or deleting it is available from the section header dropdown (availability depends on whether the board was created from a template — see Permissions).

Create a board (admin only) — The New Kanban button opens the board creation modal with fields:

  • Type — Project, Department, or Personal.
  • Template — optionally apply a section template to pre-populate sections.
  • Project or Department selector (depending on type).
  • Assigned collaborators — users who can access this board (when not using admin permission).

When no template is selected, the board is created with three default sections: To Do, In Progress, and Done. The board name is set automatically from the selected project code, department name, or collaborator name.

Manage templates (admin only) — The Templates button opens the template manager where named templates can be created and their sections configured. Templates define a reusable set of section names that can be applied when creating a new board.

Calendar Views

Overview

Kanban provides three calendar views accessible from the main board header. All calendar views use a Gantt-style scheduler where cards with dates appear as horizontal events.

What you will see

Board Calendar view — Activated by the Calendar view button on the board toolbar. Shows all cards from the currently selected board as events. Cards without dates do not appear. The calendar can be filtered by tags or collaborators using the toggle and filter dropdown. A Kanban view button returns to the board.

My Calendar — Activated by the My Calendar button in the header. Shows all cards assigned to the logged-in user across all their boards that have at least one date. Cards are grouped by board (shown as resource rows). Each card event is colored by its section color. A Return to Kanban button exits the view.

General Calendar — Activated by the General Calendar button (requires general calendar permission). Shows cards across multiple boards simultaneously. Controls include:

  • A board selector (multi-select) to choose which boards to include.
  • An Apply button to refresh the calendar after changing board selection.
  • A Tags / Collaborators toggle to switch the grouping rows between tags and collaborators.
  • A Filter dropdown to narrow displayed events by tag or collaborator.
  • A Return to Kanban button.

Note

Cards without any date set are excluded from all calendar views. If only a start date or only an end date is set, the missing date is treated as equal to the date that is present.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions