Card Grouping
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Overview
Card grouping is a way of collecting cards. This feature allows you to categorize cards based on various criteria, which helps you organize and manage tasks more efficiently. The way you group cards determines how they are collected and displayed in the space.
Card grouping is available in:
Each card in the space represents a specific task. The grouping in which it appears represents its category. This can be a responsible person, a time dependency, or different stages of the workflow.
Example: Four columns in the Kanban view, representing three groupings based on card status: To Do, Doing, and Done.
The main purpose of groupings is to allow you to move cards between them. When cards are grouped by status, moving a card from left to right will move it to the next stage of the workflow.
Example: Moving cards horizontally in the space.
Note that you can also change the card’s position within the groupings. Move it to the top if you want it to be the first task in the queue.
Example: Moving cards vertically in the space.
The available card grouping types are:
You can customize the groupings to suit your needs using the card grouping settings.
All examples below shows one-dimensional card grouping in the Kanban view.
Changing the card grouping type
To change the card grouping type:
- Open the space.
- On the top space bar, go to the
Display settings, select Group by or Horizontal grouping. - Select the desired grouping type.
Card grouping by card statuses
You can group all the cards in the space by the card status, which is the default space view setting. Use this option to see the progress of a task.
Example: Cards grouped by card statuses: Ideas, To do, Doing, Ready for translation, and Done.
Interactions
You can move a card from one status grouping to another to change its status. Every card can be assigned to only one status.
Card grouping by card status roles
When your workflow is complex, you can group the cards by card status roles to see the big picture.
Example: Cards grouped by card status roles: Information, Not started, In progress, and Completed.
Interactions
You can’t move cards between groupings in this view.
Card grouping by custom fields
Cards can also be grouped by the custom fields like list, or labels. Custom fields allow you to define your own groupings. When grouping by labels, a card can be assigned to multiple groupings because it can have multiple labels.
Example: The same cards grouped by labels: outdoor, remote, and indoor. The card Cinema Selection has two labels that is why it appears in two places.
Interactions
You can move a card from one label grouping to another. his adds a new label to the card. It does not remove the label from the first grouping.
When cards are grouped by lists, you can move a card from one list to another. Each card can be assigned to only one list, so it will add the new list to the card and remove the previous one.
Card grouping by users
This type of grouping shows all the cards in a space sorted by the users assigned as a responsible person. Group cards by users if you want to see the workload of individual users. The first grouping is Unassigned, which is a grouping of cards that have no user assigned to them.
Example: Card grouped by users.
Interactions
When you move a card from the Unassigned grouping to any user’s grouping, the card will be assigned to that person.
If you move a card from one user’s grouping to another user’s grouping, the second user will be added as the Responsible Person and the first user will become a Co-Worker in this card.
Card grouping by due dates
This grouping option displays cards in chronological order and grouped by the due date. Groupings are automatically created and filled with cards. This feature is not available in Table View.
If the card does not have a due date, it is placed in the None grouping.
Example: Card grouped by due dates: None, Tomorrow, This week, and Later.
Interactions
You can’t move cards between groupings in this view.
Card grouping by spaces
This option is useful when you use mirror cards in space. Cards from other spaces are assigned to separate groupings.
This is a useful type of card grouping in MySpace.
Example: Card groupeds by spaces. There are card from two spaces: Public Sector Educational Project and Green Week.
Interactions
You can’t move cards between groupings in this view.
Card grouping by none
This option is available in the Table, List, and Gantt Chart view. You will not find it in the Kanban view because it has no groupings.
Example: Card grouped by none in the Table view.
Empty groupings
When you switch to any of the card grouping views, you will always know to which groupings a card belongs. If it is not assigned to any grouping or user, it appears in the Unassigned grouping, on the No Label grouping when grouping by labels.
Hide empty groupings using the display settings.
Changing the order of groupings
The order of groupings can be changed manually in the space view. You can change the order of custom fields and card status groupings. The order of the groups is especially important when grouping by status, as it symbolizes the workflow. The work-related card status roles are included in the work progress calculation.
You can change the order of groupings in:
To change the order of groupings:
- Open the space.
- Drag a grouping and move it to another place.
Example: Changing the order of grouping using drag&drop.
You can also change the order of card statuses and custom fields using the space settings.
FAQ
What is a space in KanBo?
Spaces are collections of cards that allow you to organize and visualize work. A space can be a product, project, resource, or organizational structure that is under continuous development. One space can have many different space views.
In which views, card grouping feature is available?
The card grouping feature is available in the Kanban view, List view, Table view, Gantt chart view, and Timeline view.
What is the purpose of vertical card grouping in Kanban view?
The purpose of vertical card grouping in Kanban view is to create Kanban Swimlanes, which helps you to view different categories of cards in a two-dimensional manner.
How can I find information more easily?
Use card lists to categorize your tasks and add labels in different colors to customize your workspace. Set the card grouping to the desired option. In the case of big spaces with many cards, use card filtering.
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