Assigned Work
Assigned Work is a workspace-wide view of cards assigned to people. It pulls assigned cards from the boards you can access and shows them together, using the same shared workspace lists, labels, custom fields, and members.
This is one of Kanera's core differences from board-first tools. Because boards in a workspace share the same setup, Kanera can show a person's work across boards as one coordinated view instead of making managers and teammates open every board one by one.
Why Assigned Work matters
Assigned Work helps answer questions that are hard to answer from separate boards:
- What is each person working on right now?
- Which assigned cards are overdue?
- Which boards are creating the most load?
- What should be prioritized next for a person?
- What changed today across a person's assigned work?
- Where are assigned checklist items waiting?
For example, a project manager in a Client Delivery workspace can select a teammate and see that person's cards across all active client boards. They can move cards between lists, prioritize work, create new cards, and review Work Done without jumping between boards.
How Assigned Work is organized
Assigned Work is scoped to one workspace.
It uses the workspace's:
- Boards.
- Lists.
- Labels.
- Custom fields.
- Members.
- Card assignments.
- Assigned checklist items.
Kanera loads the boards the viewer can access. Workspace-visible boards are included, and private boards are included only when the viewer has access to them.
Personal and team modes
Assigned Work has two main modes.
| Mode | Use |
|---|---|
| My work | See your own assigned cards and checklist items. |
| Team work | See assigned work by person across the workspace. |
In team mode, Kanera shows member tabs. Managers can select a person to review that person's work, or choose All to see team assigned work together.
Tabs show overdue counts so urgent work is visible before opening each person's view. These counts include overdue cards and overdue assigned checklist items.
Permissions
Assigned Work follows workspace access rules.
- Observers cannot access Assigned Work.
- Members can view their own assigned work.
- Admins and owners can view assigned work for workspace members.
- Admins and owners can use team-level Assigned Work.
- Private board cards appear only when the viewer can access that private board.
Supported views
Assigned Work supports the same main work views as boards:
| View | How it works in Assigned Work |
|---|---|
| Kanban | Shows assigned cards across boards grouped by workspace lists. |
| List | Shows assigned cards in a cross-board table with grouping, sorting, columns, aggregates, and export. |
| Calendar | Shows assigned cards with due dates across boards. |
| Work Done | Shows historical work done for a selected day across assigned work. |
The key difference is that these views can span boards. Board names, icons, and colors are shown where needed so cross-board work stays readable.
Kanban in Assigned Work
Kanban mode shows the workspace lists as columns, just like a board.
Use it to:
- See a person's assigned cards by workflow stage.
- Move assigned cards through shared lists.
- Compare workload across stages.
- Create cards for a selected person.
- Keep cross-board work in one place.
Because the lists are workspace-wide, cards from different boards can sit in the same list column. This gives users and managers a single workflow view for assigned work across boards.
List in Assigned Work
List view is especially powerful in Assigned Work because it can group and summarize cards across boards.
Use List view to group assigned work by:
- List.
- Assignee.
- Label.
- Due date.
- Completion.
- Custom fields.
- No grouping.
List view can show the Board column, making it clear where each card belongs while keeping the work in one table.
Managers can use this to:
- Group by assignee to compare people's workload.
- Group by due date to find urgent assigned work.
- Group by list to see where assigned work sits in the shared process.
- Group by a custom field such as Priority, Client, Risk, Effort, or Target Date.
- Use numeric aggregates such as Sum or Avg for number fields.
- Export assigned work to JSON or Excel.
When List view is grouped by list and sorted manually, Kanera supports drag-and-drop prioritization. This lets teams reorder assigned work without opening the source board first.
Calendar in Assigned Work
Calendar view shows assigned cards by due date across the workspace.
Use it to:
- See a person's upcoming workload.
- Review team due dates by week or month.
- Spot crowded days.
- Open card details from the calendar.
- Filter to a specific board when the workspace has many boards.
Cards without due dates do not appear in Calendar view, but they remain available in Kanban and List view.
Work Done in Assigned Work
Work Done shows what changed on a selected day.
In Assigned Work, it can show:
- Work done for your own assigned work.
- Work done for a selected workspace member.
- Team-level work done across assigned work.
- Work done narrowed to a specific board.
Work Done includes events such as:
- Cards created.
- Cards moved.
- Cards completed.
- Checklist items checked off.
Rows include board context so cross-board history stays understandable. This is useful for standups, client updates, end-of-day reviews, and manager handoffs.
Work Done filters historical events. Member filters match the person who performed the action, while label and custom-field filters match the event's card.
Assigned checklist items
Assigned Work also surfaces checklist items assigned to the selected person.
Checklist items appear in their own section because they are smaller than cards but still represent real work. Each item shows context from the parent card, list, and board.
You can:
- Review assigned checklist items alongside assigned cards.
- See overdue checklist items in member tab counts.
- Filter checklist items by board, search text, and overdue status.
- Open the parent card.
- Mark an assigned checklist item as resolved.
This helps teams avoid losing smaller commitments inside large cards.
Filters and completed work
Assigned Work supports search and filters.
You can filter by:
- Search text.
- Board.
- Label.
- Overdue status in active views.
- Archived cards when needed.
Completed cards are kept out of the active Assigned Work view by default. Use the completed cards panel to review completed assigned work.
Archived cards are shown only when you turn on the archive filter. Archived cards are permanently deleted after the retention period shown in the app.
Creating cards from Assigned Work
When viewing one person, Assigned Work can create cards directly from the cross-board view.
Kanera uses the selected person as the default assignee. If the workspace has multiple boards, the add-card flow lets you choose the target board.
This lets managers and teammates assign new work without leaving the workload view.
The aggregate All team view is for reviewing and coordinating team work, not creating cards for everyone at once.
Drag, drop, and prioritization
Assigned Work supports moving cards through the same shared lists used by boards.
Drag-and-drop is most useful when:
- The view is showing active cards.
- The user has edit permission.
- The view is grouped by list.
- The sort order is manual position.
When those conditions are met, teams can prioritize assigned cards directly in Assigned Work. Because the cards still belong to their original boards, the source board updates too.
Recommended workflow
For individual contributors:
- Open My work.
- Use Kanban for day-to-day movement.
- Use List view to sort by due date or priority.
- Use Calendar to check deadlines.
- Use Work Done to review what changed today.
For managers:
- Open Team work.
- Check overdue badges on member tabs.
- Select a person to review their workload.
- Group by list, board, due date, or custom fields.
- Reprioritize with drag-and-drop when needed.
- Create follow-up cards directly from the assigned view.
- Use Work Done for standups, handoffs, and client updates.