Kanban is a visual, drag-and-drop board to manage your HoneyBook projects by stage—so you can see what’s moving forward, what’s stuck, and what needs attention at a glance.
In this article, you’ll learn how to open the Kanban board, move projects through your pipeline, customize what you see on each card, and understand what actions are supported.
What is Kanban?
Kanban is a board-view that displays your projects as cards, organized into columns that represent pipeline stages such as Proposal sent, Retainer paid, and Planning.
Each card reflects a project in your account. When you move a card to a new column, the project’s stage updates instantly—no extra steps required.
📣 Note
The Kanban board applies to projects only. Tasks aren’t included at this time.
Why use Kanban?
Kanban is designed to help you:
See your entire project pipeline at a glance
Track progress across stages without opening individual projects
Identify bottlenecks and stalled work quickly
Move projects forward using simple drag and drop
It’s especially helpful if you prefer a visual workflow or manage many active projects at once.
Open Kanban
From the navigation menu, select Projects
At the top of the page, select the
Kanban board icon
You can switch back any time by selecting the
Table view icon
Understand columns and cards
Pipeline stages become columns
Each column represents one of your pipeline stages, such as:
Proposal sent
Meeting
Proposal signed
Retainer paid
Planning
Completed
Archived
The Kanban board doesn’t include an “All Projects” column—projects appear only in their current stage.
Projects appear as cards
Each project is shown as a card within its stage. Cards load automatically as you scroll, so you can work with large pipelines without long load times.
Move a project to a new stage
To update a project’s stage:
Select and drag the project card
Drop it into the destination column
When you drag a card:
The destination column highlights
The card drops at the top of the new stage
Sorting rules are applied automatically on the next load
Automations still apply
Any automation that would normally trigger when a project changes stages will also trigger when you move a card in the Kanban board.
Take action from a project card
Hover over a project card and select the three-dot menu icon to access quick actions, including:
Send file
Add new task
Trigger automations
Assign to team member
These actions work the same way they do in other project views.
📣 Note
Bulk actions aren’t currently supported in the Kanban board. Switch to the
Table view to execute bulk actions.
Customize what you see on cards
You can control which project details appear on each card:
In your Kanban board, select Customize > Card property visibility
Select the fields you want to show—or unselect the ones you don’t
This lets you tailor Kanban to focus on the information that matters most to your workflow.
Create, archive, or remove projects
Create a project: Select Create project—the Kanban board changes the view, not how projects are created
Archive or delete a project:
Open the project card menu, then choose the appropriate action
You can also archive a project by dragging the card to the “Archived” column
Use filters across views
If you apply filters or sorting in the Table view, those same filters will still apply when you switch to the
Kanban board, and vice versa. This makes it easy to narrow your pipeline before working visually.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!