Mastering the Softsasi Kanban Workspace: A Complete Guide

 

Step 1: Understand the Kanban Workspace: The Kanban Workspace is a visual project management board available to all Softsasi clients with active orders.
It uses a card and column system to track project tasks from start to completion, similar to Trello.

Step 2: Log In to Your Account

1. Go to softsasi.com/account.
2. Enter your login credentials.
3. Access your dashboard.

Step 3: Open Your Project WorkspaceYou can access your project board in two ways:

1. Look at the left sidebar.
2. Find the Management section.
3. Click Active Deals.

Alternative method:
Scroll down on the dashboard and open the Project Workspace section.

Step 4: Understand the Workflow ColumnsYour Kanban board contains four main stages:

1. To Do
   New tasks or features waiting to be started.
2. In Progress
   Tasks currently being developed by the Softsasi team.
3. Code Review
   Tasks ready for testing, quality assurance, or client feedback.
4. Done
   Completed and approved tasks.

Step 5: Add a New Task

1. Click + Add Task at the top of any column.
2. A task window will open.
3. Enter the task title.
4. Add a description explaining the task.
5. Save the task.

Step 6: Move Tasks Between Columns

1. Click and hold a task card.
2. Drag it to another column.
3. Drop it in the appropriate stage of the workflow.

This helps track progress visually.

Step 7: Manage Task Details

Click on any task card to open the Task Detail panel.

Inside this panel you can:

1. Write detailed descriptions.
2. Create checklists for sub-tasks.
3. Set due dates.
4. Assign priority labels.
5. Attach files or documents.

Step 8: Collaborate with the Team

The workspace allows direct collaboration with the development team.

You can:

1. Add comments under each task to ask questions or give feedback.
2. View team avatars to see who is assigned to the task.
3. Invite colleagues by clicking Invite Members and entering their email.

Step 9: Experience Real-Time Updates

The workspace uses Firebase Firestore for real-time synchronization.

This means:

1. When you move a task or add a comment, the team sees it instantly.
2. Updates from the Softsasi team appear on your screen without refreshing the page.

Step 10: Use Best Practices

For better project management:

1. Use checklists to break large features into smaller tasks.
2. Apply colored labels to categorize work such as Design, Backend, or Marketing.
3. Review the Code Review column weekly to provide feedback quickly.

Step 11: Get Support if Needed

If you need help:

1. Use the live chat inside your dashboard.
2. Or email [email protected].