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Gardenly3D
User Guide
User Guide

Tasks — Kanban View

Move garden design tasks from idea to done by dragging cards across four visual status columns.

Tasks — Kanban ViewTasks — Kanban View

Use Tasks to plan work in Kanban, List, Gantt or Calendar views, and use Decision log for project choices. The header filter switches between Both, Tasks and Decisions. A task records work, dates and progress; a decision records a question and, when resolved, its outcome and reason. These records are distinct from design Goals.

1

Open the Tasks workspace and switch to Kanban

Choose Tasks from the project sections menu, then select Kanban in the left view controls. Available task-planning access depends on your account. Use the header’s Both, Tasks or Decisions filter to control which planning items are shown.

2

Understand the four columns

The board always shows four fixed columns that cannot be renamed or reordered. Ideas holds captured thoughts not yet committed to the schedule. Planned contains tasks scheduled for upcoming work. In Progress shows what is actively being worked on right now. Done combines both finished tasks (Completed) and deliberately dropped tasks (Won't Do). Click the chevron in any column header to collapse it to a thin strip and free up horizontal space when a column is not in focus.

TIP

Use Ideas as a lightweight backlog. Park anything that comes up during a client call there, then drag it to Planned when you commit to it.

3

Read a task card

Each card displays the task number (e.g. #3), title, and an optional description preview. Color-coded priority badges (low, medium, high) appear below the title when set, alongside a percent-complete indicator and due date if configured. An hourglass icon on a card means the task has dependencies — one or more dependencies are recorded. Open the task to inspect whether they are already satisfied. Won't Do tasks appear in the Done column with strike-through styling so they remain on the record but are visually distinct from completed work.

4

Drag cards to change status

Click and drag a task card, then drag it to a different column. The target column highlights as you hover over it to confirm the drop destination. When you drop a card into the Done column, a small chooser appears asking whether the task is Completed (work finished) or Won't Do (task deliberately abandoned) — choose the appropriate option before the move commits. Dragging a card back out of Done to any other column automatically clears the completion marker.

TIP

The ⋯ menu on each card provides one-click shortcuts to Mark Completed, Won't Do, or move to an available status — faster than dragging when you only need a single status change.

5

Create a new task

Click the + button in an Ideas, Planned or In Progress column header to open the New Task dialog with that column's status pre-selected, or click New Task in the workspace header to start without a pre-set status. Enter a Task Name (required), then optionally fill in a description, parent task, status, priority, responsible person, progress percentage, start date, due date, dependencies, and linked drawing objects. Click Create to add the card to the board. If the current item filter would hide a newly created task or decision, it changes to Both so the new item is visible.

6

Edit a task

Click anywhere on a card to open the Edit Task dialog where every field is editable. Change the task name, description, dates, priority, progress slider, dependencies, or linked drawing objects, then click Save to apply. To delete a task, open the ⋯ menu on the card and select Delete. Like a card move or edit, a delete can be reversed with Undo (Ctrl+Z or the Undo button in the workspace header) within the same session.

7

Record a decision

Click New decision in the workspace header. Enter Question, useful context, Responsible and an optional Needed by date. A pending decision appears in Planning and in Awaiting decision at the top of the Decision Log. When the choice is made, set Status to Done and enter Outcome, Decided by and the actual Decided on date, which cannot be in the future. Reason (optional) is separate. Decisions use only To do and Done: they cannot move into Ideas or In Progress or be marked Won’t Do. A resolved card’s menu offers Reopen decision. Its date is labeled Decided; a pending card uses Needed by. The decision-maker can be a client without a Gardenly3D account.

8

Use the Decision Log

Choose Decision log in the left view controls. Pending choices appear under Awaiting decision; resolved choices form a date-grouped history. Open a card to edit it. See the Decision Log article for recording an outcome and reopening a choice.

9

Link a task to a drawing object

In the task dialog, use Linked Drawing Objects and Link Object to select a project object. Use Save to commit. Clicking a linked name navigates to that object, with an unsaved-change prompt when needed. Locked objects cannot be unlinked through the dialog.

TIP

Linking tasks to drawing objects is especially useful for punch-list work — create a task for each item to fix, link it to the relevant shape, and navigating through tasks becomes a guided tour of the drawing.

INFO

The Kanban, List, Gantt, and Calendar views all display the same task data. A status change made by dragging a Kanban card will immediately appear in the Gantt timeline and List view — no sync or save step needed.

TIP

Use Ctrl+Z (or Cmd+Z on Mac) to undo a card move or edit. The Undo and Redo buttons are also available in the Kanban header. Undo works across drag moves and dialog edits within the same session.

Frequently Asked Questions

Can I add, rename, or reorder the Kanban columns?

No. The four columns — Ideas, Planned, In Progress, and Done — are fixed. They cannot be renamed, reordered, added to, or removed. This keeps status consistent across all planning views and ensures the Gantt and Calendar use the same statuses without configuration.

What is the difference between Completed and Won't Do in the Done column?

Both statuses land a task in the Done column. Completed means the work was finished as intended. Won't Do means the task was deliberately abandoned or descoped. Won't Do tasks are shown with strike-through text and reduced opacity so they remain visible in the record but are clearly distinct from tasks that were actually finished.

Why does an hourglass icon appear on some task cards?

The hourglass icon indicates that the task has dependencies. It does not establish that a predecessor is still unfinished or that the task is currently blocked. Open the task to see which tasks it waits on in the Dependencies section of the Edit Task dialog.

Does clicking + in a column header create a task immediately?

No. Clicking + opens the New Task dialog with that column's status pre-selected. You must enter at least a Task Name, then click Create to add the card to the board. This prevents accidental empty tasks from cluttering the board.

Can I see tasks from other projects on the same board?

No. The Kanban board always shows tasks for the current open project only. Each project has its own independent planning board.