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Kanban view, Calendar & Roadmap

See how Kanban, Calendar & Roadmap view works in a project

Umana ยทJuly 28, 2026

๐Ÿ“Š Board / Kanban View

Now change the look of your project and switch to Board/Kanban View. Here your tasks are turned into cards for better movement and visualization.

Kanban is used to visualize and manage workflow using columns that represent different stages of a process (e.g., To Do โ†’ In Progress โ†’ Done).

Why it's used:

  • Visual workflow management:
    Easily see the status of each task at a glance.

  • Improves task organization:
    Drag-and-drop cards between stages to reflect progress.

  • Limits work-in-progress (WIP):
    Helps teams focus on finishing tasks before starting new ones.

  • Encourages team collaboration:
    Everyone can see what others are working on, reducing bottlenecks and overlaps.

  • Promotes continuous delivery:
    Ideal for Agile teams who follow iterative development or just-in-time delivery.

Best for:

  • Agile and Scrum teams

  • Task-focused teams

  • Continuous improvement workflows

  • Managing pipelines (e.g., hiring, sales, dev tasks)

Creating tasks in Board/Kanban view:

You can create task cards by clicking on the Add new task.. button in each stage. Then you can assign priority, status and other details in the task. Clicking on the task itself will open the task details where you can add more stuff.

Calendar

Calendar view is used to visualize tasks, deadlines, and milestones on a time-based grid.

Why it's used:

  • Helps schedule tasks and monitor due dates.

  • Improves time management by identifying overlaps or tight deadlines.

  • Ideal for tracking daily, weekly, or monthly workloads.

  • Useful for recurring tasks and meetings.

  • Provides clarity on who is doing what and when.

Best for:

  • Short-term planning, daily operations, and deadline tracking.

Note:

  • The added tasks with due date will automatically show up in calendar view. A calendar view is usually shown in month.

  • You can also create new tasks from the calendar view or edit tasks and deadlines right away to see the reflection in the calendar.

Roadmap

Roadmaps are used to present a high-level, strategic timeline of a project's goals, phases, and milestones.

Why it's used:

  • Offers a long-term perspective of project progress.

  • Helps align teams on major goals and deliverables.

  • Communicates project vision and timelines to stakeholders.

  • Makes it easier to plan for dependencies and phase transitions.

  • Ideal for tracking quarterly or yearly progress.

Best for:

  • Strategic planning, stakeholder updates, and product development timelines.

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