Skip to main content
The pipeline view displays projects as a kanban board with columns for each milestone in a project type. Use it to see at a glance where every project stands and to move projects between milestones.

​
Open the pipeline view

Each project type with the kanban view enabled appears as a tab on the Projects page. Click a project type tab (for example, Annual review or New client onboarding) to switch to its pipeline view.
The pipeline view is only available for project types that have kanban view enabled. Enable it from project type settings.

​
How the pipeline works

Each column represents a milestone in the project type, displayed in order from left to right. Projects appear as cards in the column matching their current milestone. Each column header shows the milestone name with a color indicator. Cards show the project name, client, assignee, and progress information.

​
Move projects between milestones

Drag a project card from one column and drop it into another to move the project to that milestone. Slant creates tasks for the new milestone automatically, just as it would when completing a milestone through the normal flow. The pipeline view has the same filter chips as the list view:
  • Status — in progress, overdue, completed, or cancelled
  • Assignee — a specific team member or unassigned
Click Filter to add additional conditions. Use the search bar to find projects by name or client name.

​
Preview a project

Click a project card to open a preview panel on the right. The panel shows the project details, tasks, form responses, and comments. Click the icon in the panel header to open the full project detail page.

​
FAQ

Go to Settings → Project types, edit the project type, and toggle Enable kanban view. The project type then appears as a tab on the Projects page.
Column order matches the milestone order in the project type settings. To change the column order, reorder the milestones in the project type configuration.
Yes. Moving a project to a new milestone creates tasks for that milestone, the same as completing a milestone through the standard flow.

​
Next steps

Managing projects

Complete milestones and track progress

Project types

Configure milestones and enable kanban view