This video shows how to use the Kanban board in the Verify module to filter, assign, and update BIM tasks. The written guide below explains how to focus on the tasks that matter to you, group columns by status, filter by milestone, reassign work, and keep teams aligned around progress and accountability.
Focus on what matters and keep tasks moving
When a project has hundreds of tasks spread across teams and milestones, the challenge is not tracking everything at once – it’s knowing which tasks are in your court right now and what needs to move forward next. The Kanban board in the Verify module gives every team member a focused, visual way to manage exactly that. You see your tasks, their status, and what you need to do to complete them, without being overwhelmed by the full project scope.
The first thing to do when opening the Kanban board is set your column grouping. In most cases, grouping by status is the most useful view, so you can see at a glance which tasks are not started, in progress, or complete. From there, you apply filters. You can filter to see only tasks assigned to you, tasks for your team, or tasks for a specific team member. Combine that with a milestone filter – for example, selecting just the 3D coordination milestone – and you’ve narrowed the view down to the exact set of tasks that are relevant to your current work.
Reassigning tasks is as simple as dragging a card or clicking to transfer it. If you need to offload a task to another team member, you select the new assignee and the card moves to their responsibility. Updating status works the same way: drag a card between columns or click to change its status. When you click into a task card, you can see all the details you need to complete it, including the geometry requirements, information requirements, checklists, and any attached specifications that were defined in the Scope module.
This workflow becomes even more powerful once 3D models are connected. When automated model checking runs against your scope requirements, the results feed into the Kanban board, updating task status based on what the model contains. This means the manual effort of checking tasks and updating their status is reduced significantly. Teams that are delivering models can run their own quality checks and mark tasks as complete, while the information manager or BIM manager uses the Kanban board to see overall progress and identify anything still outstanding.
How to use the Kanban board in Verify
- Set column grouping – Change the column grouping to status (or your preferred view) so tasks are organised by their current state.
- Apply filters – Filter by tasks assigned to you, your team, or a specific team member to focus on what is relevant to your work.
- Select a milestone – Choose a specific milestone to narrow the board to tasks due at that information exchange.
- Review task details – Click on any task card to open it and see the full requirements, checklists, and specifications you need to complete.
- Update task status – Drag cards between columns or use the dropdown to change status as you complete work.
- Reassign tasks – Transfer tasks to another team member by selecting the new assignee directly from the card.
- Monitor team progress – Switch to the team or team member view to see the distribution of work and identify where tasks are stalling.
What you’ll learn
- Focused task views – How to filter and group the Kanban board so you only see the tasks that are relevant to you right now.
- Quick reassignment – How to transfer tasks between team members in a few clicks to balance workload or delegate work.
- Status updates – How dragging cards or clicking dropdowns keeps task status current across the entire project.
- Task detail access – How clicking into a card reveals the full requirements, checklists, and specifications needed to complete the work.
- Automated downstream workflow – How connecting 3D models enables automated checking that feeds results into the Kanban board.
Common questions
Can I see tasks for all teams at once?
Yes. The filters are flexible: you can view tasks assigned to just you, a single team, a specific team member, or remove filters entirely to see all tasks across the project. Switching between views is instant, so you can move from a personal focused view to a full project overview in one click.
How does the Kanban board connect to the grid and timeline views?
The Kanban board, grid, and timeline are fully synchronized. Status changes made on the Kanban board are reflected in the grid and timeline views immediately, and vice versa. This means teams can use whichever view suits their workflow without worrying about data being out of sync.
What happens when automated model checking runs?
When a 3D model is connected and checks run against your scope requirements, the results can update task status automatically. This means tasks that pass checking move forward without manual intervention, and teams can focus their attention on tasks that need action. The linking models for auto-checking lesson covers this in detail.
How does this support ISO 19650 accountability?
The Kanban board makes responsibility visible. Every task shows who it is assigned to and what status it is in. Combined with the activity tracking in each task’s container, this creates a clear record of who is responsible for what, supporting the accountability requirements of ISO 19650 workflows.
Explore further
- Assigning tasks quickly using the Kanban view – Detailed guide to task assignment and status management on the Kanban board.
- Verify module help collection – Full documentation on task tracking, model checking, and quality assurance.
- BIM model quality with the Verify module – Overview of how Verify improves model quality and delivery confidence.
- Task management help collection – Documentation covering all task management features across Plannerly.
- BIM Boot Camp – Free course covering BIM management fundamentals and ISO 19650 workflows.