How do I edit an item in the Kanban Planner?

The Kanban Planner can be added to any list and once added, list items can be updated, tracked, and added within the KanBan Planner. This article covers editing an issue while  inside the Issues Status KanBan Planner.

1. Navigate to the Project Center

  • Click the Projects link on the Navigation Menu.

2. Select Edit Plan

  1. Click the ellpsis dots.
  2. Select the Edit Plan option.

3. Select the Issues Status KanBan Option

  • Select the Issues Status KanBan option.

Note: The Default Planner check box is available but it is not recommended that you check the Default Planner box here as this will limit the access to just the other available planners. If you accidentally check this box, the Issues KanBan Planner will launch when you click Edit Plan. To remove the default planner follow the steps available in How do I use a workflow to remove the default planner?

4. Click Edit Item

  1. Click the ellpsis dots.
  2. Click Edit Item.

5. Edit the Information

  1. Edit the information.
  2. Click Save.

6. View the Updated Item

  • View the updated issue.



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