Kanban & Task Notes¶

Kanban boards turn ideas into visible work without leaving Unity. Tickets can carry description, tags, assignees, deadlines, attachments, Unity and file context, and a dedicated Task Note.

A board in motion: columns, tickets, and the inspector.

Kanban board with several columns, a critical ticket, filters, and board settings — Columns across the board, search and filter in the chrome, and a selected ticket whose inspector holds the description, tags, and references. Zoom sits with the board controls.

Create a board¶

File → New Kanban Board
Quick Start → Create Kanban Board
Files explorer → New Kanban Board

Boards are .kanban files. Default name: Untitled Board.
Where new boards are created is controlled in Preferences → Kanban → Create Boards in.

Empty boards prompt you to Start with a column / + Add Column.

Board chrome¶

Typical board controls:

Search tickets
Filter
Board settings
Inspector visibility
Zoom (− / percentage / +)

View → Board Settings… (while a board is active) opens column, developer, and template configuration.

View → Show/Hide Inspector toggles the ticket inspector. New boards can start with the inspector collapsed (Preferences → Kanban → Start with inspector collapsed).

View → Reset Zoom restores zoom.

Columns and tickets¶

Add columns from the board. Cards live in columns and can be dragged between them.

Create a ticket¶

From a column
File → New Ticket… (when a board is active)
Quick Ticket window (New Ticket)
Drop Unity objects or files onto the board (creates a ticket with that context)
Annotation / Console Create Task flows

Quick Ticket fields include Title, Description, Board, Column, Priority, Assignees, and Context.

Default Create Ticket shortcut: Cmd+Shift+K / Ctrl+Shift+K (rebindable in Preferences). With the Unity Console focused and rows selected, the same shortcut opens Capture Console instead.

Priority¶

None, Low, Medium, High, Critical - colors configurable under Preferences → Kanban → Severity Colors.

Density¶

Per-card and default density:

Compact
Comfortable
Detailed

Default for new tickets: Preferences → Kanban → Default density.
The selected-card side rail can switch density and open Ticket properties.

Filters¶

Filter by search text and deadline buckets such as No Deadline, Upcoming, Due Today, Overdue, Completed. Empty filter state: Nothing matches with Clear search & filters.

Ticket inspector¶

When a ticket is selected, the inspector groups:

Section	Contents
Ticket	Mark complete
Identity	Icon, title
Content	Description, Task Note + Create Note
Organization	Column, Priority, Tags, Assignees, Deadline
Subtasks	Checklist-style subtasks
References	Linked notes / Unity / resources (+ Add Reference, drop zone)
Attachments	Files (+ Add Attachment)
Metadata	Created, Updated, Completed
-	Delete Ticket

Edit menu on a board (with a ticket selected): Copy Ticket Title, Duplicate Ticket, Delete Ticket.

Confirm-before-delete for tickets is a preference.

Task Notes¶

Creating a Task Note from a ticket and opening the full write-up — The inspector’s **Create Note** action opens a Task Note. The note keeps the ticket title, and **Show in Board** jumps back to the card.

A Task Note is a Markdown note owned by a ticket - use it when the card description is not enough.

Create from the inspector (Create Note). The note title follows the ticket. Explorer can show a TASK badge and accent (unless styling is hidden).

From the Task Note chrome: Show in Board.

Preferences → Kanban → Task Notes:

Where to create Task Notes (Board folder / Notes root / Custom folder)
Delete task note with ticket
Confirm before deleting tickets

Board settings¶

Board Settings covers:

Columns
Developers (assignees)
Templates (+ Add)

Built-in template names include Bug, Feature, Research, Documentation, Refactor.

Drop workflows on boards¶

Drop	Result
Unity objects / files onto the board	New ticket with context
Notes / resources / Unity onto inspector zones	Link as note or reference

Why boards belong next to notes¶

A ticket titled “Fix respawn” is easy to lose. A ticket that links the investigation note, the Player Prefab, and a Console capture stays actionable when you return weeks later.