Summary: Learn how to create, shift, import, move, maintain, archive, restore, and delete Kanban cards and columns, and configure board-level settings for card management.

Catalog

I. Create a Card / Batch Create Cards

In a Kanban column, click the “+” button and select Create Card or Batch Create Cards. Complete the card information as needed and save to add the card or cards to the selected lane.

Kanban board showing the plus menu in the Waiting column with Create Card and Batch Create Cards options.

II. Shift Cards

Sanplex allows you to shift cards from other accessible General Kanban boards into the current board.

In a column, click the “+” button and select Shift Cards.

Kanban column menu showing the Shift Cards option.

In the dialog, select the source Kanban board and the Target Lane, select the cards you want to shift, and click Shift Cards.

Shift Cards dialog showing the source Kanban selector, Target Lane selector, and selectable cards from another Kanban board.

The selected cards are then displayed in the target lane of the current board.

Kanban board showing three shifted cards displayed in the Waiting column of the Default Lane.

III. Import Cards

When Import is enabled in the Kanban settings, click the “+” button in a column and select Import.

The current import menu provides Plan, Release, Execution, Build, and Ticket as import types.

Kanban column menu showing the Import submenu with Plan, Release, Execution, Build, and Ticket options.

1. Import Plans

In a column, click “+” > Import > Plan.

In the import dialog, select the product and Target Lane, select the plan to import, and click Import.

Plan import dialog showing product and Target Lane selectors and a list of available plans with an Import button.

The imported plan appears as a card in the target lane and displays its basic plan information.

Kanban board showing an imported Plan 2.0 card in the Waiting column.

2. Import Releases

In a column, click “+” > Import > Release.

In the import dialog, select the product and Target Lane, select the release to import, and click Import.

Release import dialog showing product and Target Lane selectors and a list of available releases.

The imported release appears as a card in the target lane and displays its basic release information.

Kanban board showing an imported Sanplex Free 4.2 Beta release card in the Waiting column.

3. Import Executions

In a column, click “+” > Import > Execution.

In the import dialog, select the project and Target Lane, select one or more executions, and click Import.

Execution import dialog showing project and Target Lane selectors and multiple selectable executions.

The imported executions appear as cards in the selected lane and display their basic execution information.

Kanban board showing Development, Test, and Release execution cards in the Waiting column.

4. Import Builds

In a column, click “+” > Import > Build.

In the import dialog, select the project and Target Lane, select the build to import, and click Import.

Build import dialog showing project and Target Lane selectors and a list of builds with build-related information.

The imported build appears as a card in the target lane and displays its basic build information.

Kanban board showing the imported Sanplex Free 4.2.0-beta.1 build card in the Waiting column.

IV. Drag and Move Cards

You can drag a card between columns to update its position in the workflow. When dragging a card, the destination position is highlighted. Release the card to complete the move.

Cards can also be dragged vertically within a column to adjust their order.

Kanban board showing a card being dragged from the Waiting column toward another column.

V. Maintain Cards

Open the More menu on a card to access card maintenance actions such as Remove Card, Archive Card, Move Card, and Card Color.

Cards use the default color unless another status color is selected. Available card colors include Block, Warning, and Urgent.

Card More menu showing Remove Card, Archive Card, Move Card, and Card Color, with Default, Block, Warning, and Urgent color options.

VI. Archive Cards and View Archived Cards

When the Archive feature is enabled, open a card's More menu and select Archive Card.

Kanban card More menu with Archive Card highlighted.

A confirmation dialog appears before the card is archived. Click Confirm to continue.

Confirmation dialog asking whether to archive the selected card and explaining that it will be hidden from the column.

To view archived cards, open the More menu for the area and select View Archived Cards.

Area More menu showing View Archived Cards and View Archived Columns options.

Archived cards are displayed in the Archived Cards panel. From this panel, you can restore an archived card or delete it.

Archived Cards panel showing an archived Sanplex Free 4.2.0-beta.1 card with Restore and Delete buttons.

VII. Archive Columns and View Archived Columns

To archive a column, open the column's More menu and select Archive Column.

Column More menu showing Archive Column among the available column actions.

A confirmation dialog explains that the column and its cards will be hidden after archiving. Click Confirm to archive the column.

Confirmation dialog asking whether to archive the selected column and stating that the column and its cards will be hidden.

To view archived columns, open the area's More menu and select View Archived Columns.

Area More menu with View Archived Columns highlighted.

The Archived Columns panel lists archived columns. Click Restore to return an archived column to the board.

Archived Columns panel showing the archived Waiting column with a Restore button.

VIII. Delete Kanban Columns

To delete a column, open its More menu and select Delete Column.

Column More menu with Delete Column highlighted.

Sanplex displays a confirmation dialog before deletion. The dialog indicates that deleting the column cannot be undone and that all cards in the column will be lost. Click Confirm to proceed or Cancel to keep the column.

Delete column confirmation dialog warning that the action cannot be undone and that all cards in the column will be lost.

IX. Other Kanban Settings

Click Settings in the upper-right corner of the Kanban board to configure additional board options.

The settings include:

WIP Counts: Show or hide WIP counts on the board.
Column Width: Use a fixed column width or an adaptive column width range.
Import: Enable or disable importing accessible items as cards. Available types include Plan, Release, Build, Execution, Ticket, and Cards from other Kanban.
Archive: Enable or disable the archive feature.
Progress Management: Enable or disable progress management.
Alignment: Align card titles to the Center or Left.

Kanban Cards