Tasks Viewer – Kanban Chart is a custom Power BI visual developed by Softcial, designed to help users visualize and manage tasks using a classic kanban-style layout. With an intuitive interface and flexible display options, this visual is perfect for tracking workflows, project statuses, or any process that benefits from a column-based organization of tasks.

This visual is ideal for business users who need a high-level yet interactive view of task distribution across categories or statuses — known as buckets. Whether managing project timelines, overseeing support tickets, or handling recruitment pipelines, this visual makes it easy to gain insights and take action.

KEY FEATURES

• Display up to 3 buckets – Categorize your tasks by up to three columns (buckets) for clear segmentation.
• Display up to 10 tasks per bucket – Visualize up to 10 tasks in each bucket with automatic vertical scrolling.
• Adjustable task display count – Choose how many tasks to show at once to prioritize visibility and screen real estate.
• Customizable font size – Improve legibility and presentation by adjusting the font size according to your needs.

BUSINESS USE CASES

1. Project Management: Display tasks segmented by project phases such as To Do, In Progress, and Completed. Offers stakeholders and team leads an immediate understanding of project status and potential bottlenecks.
2. Customer Support Ticket Tracking: Visualize support tickets grouped by priority or resolution status (e.g., Open, In Review, Resolved). Helps support teams prioritize and balance workloads more effectively by clearly visualizing pending vs. resolved issues.
3. HR Recruitment Pipeline: Track job candidates across stages like Applied, Interviewed, and Hired. Enables HR professionals to manage candidate flow and follow-up actions in a streamlined, visual manner.
4. Sales Pipeline Monitoring: Monitor sales opportunities across different stages such as Prospecting, Negotiation, and Closed. Provides sales managers with a snapshot of current deals and where they are in the pipeline.

PRO VERSION

For a more customizable and extensible user experience, please look at the Pro version of this custom visual here.

For any questions, or requests, contact us at: support@softcial.com