Product guide
XBan Documentation
An operational guide to set up XBan, organize work, and use the core features without leaving the Kanban flow.
Create the first project
XBan organizes work into projects. Each project contains columns, tasks, invited people, notifications, and dedicated settings.
- Open Projects from the dashboard.
- Create a project for a client, sprint, or internal process.
- Choose a starter template and adapt columns to the real workflow.
Board
To do
In progress
Review
Manage columns and ownership
The board shows work status. Keep columns few and clear, then move tasks when their status changes.
- Order tasks and columns with drag and drop.
- Assign owners and collaborators from the card.
- Use priority, labels, and due dates only when they help decisions.
Task modal
Review
Validate Premium delivery
Checklist, comments, attachments, and assignees in the same panel.
- Final copy approved
- 4 comments
- 3 attachments
Work inside the card
Each task keeps description, checklist, comments, attachments, and assignees together. Context stays on the work, not in chats.
- Write a short, verifiable description.
- Split work into checklist items.
- Add comments and attachments for reviews and deliveries.
Inbox
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