TotalApp Docs

Kanban Board

Visual drag-and-drop project management with multi-project tabs and an AI project assistant.

Overview

The Kanban Board is TotalApp's primary project execution surface. It supports multiple projects simultaneously via a tab bar at the top of the screen — each tab is an independent project with its own columns and cards. Drag a card from one column to another to update its status instantly.

Backlog
Design system audit
API docs update
To Do
Auth flow redesign
Unit tests — dashboard
In Progress
Prod bug #1482
Review
Mobile nav refactor
Done
Onboarding flow v2
Analytics dashboard

Projects & Tabs

Each project occupies one tab in the tab bar at the top of the Kanban screen. You can have as many projects open as needed.

Creating a Project

  1. Click the "+" button at the right end of the tab bar.
  2. Type a project name in the input that appears.
  3. Press Enter or click the confirm button — the new project tab appears immediately with five default columns.

Tab Uniqueness

Tab names must be unique within the board. If you try to create a project named "Marketing" when one already exists, TotalApp automatically appends a number: Marketing 2, Marketing 3, etc. This prevents confusion when two tabs look identical.

Closing a Tab

Hover over a tab to reveal the × close button (visible only when more than one tab is open). A confirmation prompt appears before the project is removed. This permanently deletes the project and all its tasks — use with care.

Tab Icon Style

The tab bar style is controlled by Settings → Appearance → Project Tab Style. Choose between text-only labels and icon + text labels. The icon used for each project tab is the folder icon; the active tab is underlined in the primary colour.

Tip — Keyboard Navigation

You can switch between project tabs without reaching for the mouse. The tab bar is scrollable on wide screens and keyboard-accessible via Tab + Enter.

Default Columns

Every new project starts with five columns that cover a standard development or business workflow:

Backlog

Ideas and future work not yet scheduled for the current sprint. The holding area for everything that is planned but not started.

To Do

Tasks committed for the current sprint or iteration. Ready to be picked up by a team member.

In Progress

Work actively being done right now. A card should only be here when someone is actively working on it.

Review

Completed work awaiting review, testing, or approval before it can be closed.

Done

Finished and approved work. Cards here are complete and counted in project progress metrics.

Cards can be dragged between any columns — there is no enforced workflow order. You can move a card from Done back to In Progress if rework is needed.

Card Details

Each Kanban card is a task with structured fields. Click a card to open its detail view and edit any field.

  • Title (required) — the task name. The Save button is disabled until a title is entered.
  • Description — free-text markdown notes about the task.
  • Assignee — team member responsible for this task.
  • Priority — Low , Medium , High , or Critical . The coloured dot is shown on the card face.
  • Due Date — calendar date picker. Overdue tasks show a red date badge on the card.
  • Labels — free-form colour tags for grouping (e.g. "frontend", "bug", "Q2").

Required Title Rule

TotalApp enforces that every card has a title before it can be saved. The Save button in the card form remains disabled until the title field is non-empty. This prevents orphan cards that appear as blank entries in the board.

Drag & Drop

Dragging cards is the core interaction of the Kanban board. The drag system is designed to be reliable — drop detection works even when the cursor moves quickly between child elements inside a column.

How to Drag

  1. Click and hold on a card — the cursor changes to a grabbing hand and the card dims to 40% opacity to signal it is being moved.
  2. Drag over a target column — the column highlights with a blue ring to confirm it is a valid drop target.
  3. Release the mouse — the card moves to the bottom of the target column and the board saves automatically.

Drop Zone Behaviour

  • The entire column area (including empty space below the last card) is a valid drop target.
  • A minimum 40 px droppable area is always available at the bottom of each column so you can drop into empty columns.
  • If you release outside any column the drag is cancelled and the card returns to its original position.

Mobile Drag & Drop

On touch devices, long-press a card to initiate a drag. The same column-highlight feedback appears. Release over the target column to drop.

AI Assistant

The Kanban board has a built-in AI assistant that understands your project's current state — all the tasks, their statuses, priorities, assignees, and due dates.

Opening the Assistant

Look for the vertical "AI Assistant" tab anchored to the right edge of the screen. Click it to open the panel. The panel can be resized (small / medium / large) in Settings → AI Assistant → Panel Width.

What You Can Ask

  • "Summarise the current sprint progress for Project Alpha"
  • "Which tasks are overdue?"
  • "List all tasks assigned to Sarah sorted by priority"
  • "How many tasks are in the Review column?"
  • "What critical issues are blocking the release?"

Saving Responses as Reports

After the assistant replies, a Save as Report button appears in the panel. Click it to persist the assistant's response as a markdown report linked to the current date. Reports are accessible from the My Reports screen.

Add Record Mode

When you click "Add Card" on the Kanban board, the new-card form can appear in two ways depending on your preference:

Modal (default)

The form opens as a centred overlay with a dark backdrop. This is the standard experience — the form is always in view and the board dims behind it. Recommended for most users.

Right Panel

The form slides in as a panel from the right edge of the screen. The Kanban board remains partially visible on the left. Useful when you want to reference existing cards while creating a new one.

Toggle this preference in Settings → Appearance → Add Record Mode. Editing an existing card always uses the modal regardless of this setting.

Frequently Asked Questions

Can I have more than one project open on the Kanban board at the same time?
Yes. Each project is its own tab in the tab bar at the top of the screen, and you can keep as many tabs open as you need. Click the "+" button to create a new project tab, give it a name, and it appears immediately with the five default columns. There is no limit on the number of open project tabs.
What happens if I name a new project the same as an existing one?
TotalApp automatically appends a number to keep tab names unique — for example, creating a second project called "Marketing" becomes "Marketing 2", then "Marketing 3" for a third, and so on. This prevents two identically-labelled tabs from being indistinguishable in the tab bar.
Is it possible to move a card backwards, for example from Done back to In Progress?
Yes. There is no enforced workflow order between the five default columns (Backlog, To Do, In Progress, Review, Done). Cards can be dragged freely in any direction, so moving a "Done" card back to "In Progress" for rework is fully supported and updates the card's status instantly.
What can the Kanban AI Assistant actually see about my project?
The AI Assistant has context on your current project's full task list, including each task's status, priority, assignee, and due date. You can ask things like "Which tasks are overdue?" or "List all tasks assigned to Sarah sorted by priority." You can also save any of its responses as a markdown report via the "Save as Report" button, which is then accessible from the My Reports screen.