Kanban Task Management: From Data to Action

You've looked up a vehicle and found something that needs follow-up. You've researched a company and need to assign due diligence to a team member. You've found contacts and need to track outreach progress.

Where do you put this information? A sticky note? An email to yourself? A spreadsheet?

InfoX's task management feature solves a problem most platforms ignore: your data and your workflow should connect. This guide shows you how to use a Kanban board that actually knows about the vehicles, companies, and contacts you're working with.

Why Integrated Task Management Matters

Traditional task management tools handle tasks. Data tools handle data. You're left copying information between them.

The result?

• Duplicated effort
• Data that goes stale
• Context switching between tools
• Lost information

InfoX integrates tasks with data:

• Attach complete vehicle records to tasks
• Attach full company profiles to tasks
• Attach contact information to tasks
• Navigate from task to data with one click

Your workflow stays in one place. Your data stays connected.

The Kanban Board Interface

InfoX's task management uses a Kanban board—a visual system with columns representing workflow stages.

Board Layout

Horizontal View (Desktop):

• Columns displayed side-by-side
• Drag tasks horizontally between columns
• Optimized for wide screens

Vertical View (Mobile):

• Columns stacked vertically
• Swipe to switch between columns
• Touch-optimized for phones

Toggle between views with one click. Use what works for your device and preference.

Creating Tasks

Basic Task Creation

1. Click "New Task" in any column
2. Enter title (max 60 characters)
3. Enter content/description (max 5000 characters)
4. Save

The task appears in the column immediately.

Task Title (60 characters max)

The title is what you see on the card. Keep it concise and action-oriented.

Good titles:

• "Call ABC Company - verify contract"
• "Inspect vehicle AB12345 - check brakes"
• "Research competitor pricing"

Poor titles:

• "Follow up"
• "Task 1"
• "Important"

Task Content (5000 characters max)

The content field is for details:

• What needs to be done
• Why it matters
• Any relevant notes
• Links or references

Example:

Vehicle AB12345 showed potential brake issues during test drive.
Buyer requested full mechanical inspection before finalizing purchase.

Next steps:
- Schedule inspection with mechanic
- Get cost estimate
- Send estimate to buyer
- Schedule follow-up call

5000 characters is plenty for detailed task descriptions.

Rich Data Attachments: The Game-Changer

This is where InfoX task management becomes something different.

Vehicle Attachments

You've looked up a vehicle and need to follow up on it. Instead of copying specs into a task description:

1. From the vehicle page, click "Add to Todo"
2. Select the column (e.g., "Follow Up")
3. Enter task title (e.g., "Contact seller about outstanding loan")
4. Save

What gets attached:

• Complete vehicle registration data
• Owner information
• Loan/lien data
• All technical specifications
• Inspection status

What you can do:

• View attachment directly from the task card
• Click through to full vehicle page
• See updates if vehicle data changes

No copying. No pasting. No stale data.

Company Attachments

You've researched a company and need to track due diligence. From the company page:

1. Click "Add to Todo"
2. Select column (e.g., "Due Diligence")
3. Enter task (e.g., "Verify board members and financials")
4. Save

What gets attached:

• Organization number
• Company name
• Address
• All company profile data

Click the attachment to navigate directly to the full company profile.

Contact Attachments

Found a contact in phone lookup? Attach it to a task for outreach tracking:

1. From phone results, click "Add to Todo"
2. Select column (e.g., "Outreach Queue")
3. Enter task (e.g., "Call re: partnership opportunity")
4. Save

What gets attached:

• Name
• Phone numbers (mobile/landline)
• Address
• Email (if available)

Multiple Attachments Per Task

A single task can have multiple attachments:

• Vehicle data
• Company data
• Contact information

Use case: You're investigating a vehicle purchase that involves checking the seller's company and contacting the owner. One task, three data attachments.

Assignees: Collaborate with Your Team

Adding Assignees

1. Open a task
2. Click "Assign"
3. Select team members from the list
4. Save

Multiple assignees supported. Assign a task to 2-3 people working together.

Viewing Assignees

Task cards display assignee avatars. See at a glance who's responsible for each task.

Deadlines and Reminders

Setting Deadlines

1. Open a task
2. Click "Set Deadline"
3. Choose date and time
4. Save

Tasks with deadlines show the due date on the card. Overdue tasks are visually flagged (color-coded or highlighted).

Use case: You're managing multiple vehicle inspections. Set deadlines for each so you know which are urgent.

Creating Reminders

1. Open a task
2. Click "Add Reminder"
3. Set date and time
4. Save

When the reminder time arrives, InfoX sends a notification.

Multiple reminders per task. Set a reminder 3 days before a deadline, and another 1 day before.

Drag and Drop: Move Tasks Through Your Workflow

Moving Tasks Between Columns

1. Click and hold a task card
2. Drag to another column
3. Release to drop

The task moves immediately. The system updates the backend, so the change persists.

Use case: A lead moves from "Qualified" to "Proposal." Drag the card. Done.

Reordering Tasks Within a Column

Drag tasks up or down within the same column to prioritize.

Use case: Three tasks are "In Progress," but one is urgent. Drag it to the top for visibility.

Real-World Applications

Vehicle Investigation and Follow-Up

Scenario: You're a car dealer. A customer asks about a trade-in, but you notice outstanding loans on the vehicle.

Workflow:

1. Look up the vehicle in InfoX (scan license plate)
2. See loans in the Heftelser card
3. Click "Add to Todo" from vehicle page
4. Create task: "Contact customer about clearing loan before trade-in"
5. Attach complete vehicle data to task
6. Assign to sales team member
7. Set deadline for follow-up call
8. Set reminder 1 day before deadline

The task card now shows:

• Task title
• Assigned team member
• Deadline date
• Attached vehicle data (one click to see full specs)

When your teammate opens the task, they see everything—no need to ask you for vehicle details.

Company Due Diligence Project

Scenario: You're evaluating 10 companies for potential acquisition. Each requires research, verification, and board approval.

Workflow:

1. Create columns: Research → Verification → Board Review → Approved → Rejected
2. For each company:
   • Search company in InfoX
   • Click "Add to Todo"
   • Create task: "Due diligence: [Company Name]"
   • Attach company profile
   • Assign to research team member
3. As work progresses, drag tasks through columns
4. Add notes to task content (findings, concerns, recommendations)
5. Set deadlines for each stage
6. Archive companies after board decision

Result: One board manages the entire project. Every task has complete company data attached. No spreadsheet tracking. No lost context.

Sales Pipeline with Prospect Intelligence

Scenario: You're managing a sales pipeline with 50 prospects. You need to track outreach, meetings, proposals, and closures.

Workflow:

1. Create columns: Leads → Contacted → Meeting Scheduled → Proposal Sent → Closed → Lost
2. For each prospect:
   • Look up their company in InfoX
   • Click "Add to Todo"
   • Create task with company name
   • Attach full company profile (see financials, status, leadership)
3. Drag cards through the pipeline as prospects progress
4. Check company data before meetings (refresh your memory on their business)
5. Set reminders for follow-ups
6. Archive completed deals (won or lost)

Result: Visual sales pipeline with complete business intelligence attached to every prospect. No CRM imports, no data staleness.

Search: Find Tasks Instantly

How to Search

1. Click the search icon
2. Type your query
3. See filtered results in real-time

What Search Covers

• Task titles
• Task content

Example: You remember creating a task about "brake inspection" but don't remember which column. Search "brake" and all matching tasks appear, regardless of column.

Archiving: Completed Tasks

Moving Tasks to Archive

1. Open a task
2. Click "Archive"
3. Confirm

The task disappears from the main board and moves to the archive.

Viewing Archived Tasks

1. Click "Archive" view
2. See all archived tasks

Restoring from Archive

1. Open archived task
2. Click "Restore"
3. Select column to restore to
4. Save

The task returns to the main board.

Use case: You archived a task prematurely. Restore it without recreating everything.

Auto-Refresh and Inactivity Detection

InfoX detects when you've been inactive and refreshes task data automatically.

Why this matters: You and a teammate are working on the same board. They create tasks and move cards while you're in a meeting. When you return, InfoX auto-refreshes, showing their changes.

Manual refresh available: Click the refresh icon anytime to pull latest data.

Conflict prevention: If the data changed while you were editing a task, InfoX warns you before overwriting changes.

Tips and Best Practices

1. Attach Data, Don't Copy It

Never manually copy vehicle specs, company details, or contact information into task descriptions. Use "Add to Todo" from data pages to attach complete records automatically.

2. Use Action-Oriented Task Titles

Start task titles with verbs: "Call," "Verify," "Inspect," "Research," "Review." This makes tasks scannable and actionable.

3. Set Deadlines for Time-Sensitive Tasks

Not every task needs a deadline, but time-sensitive work (inspections, follow-ups, deadlines) should have dates and reminders.

4. Drag to Prioritize

Use vertical drag within columns to prioritize tasks. Keep urgent tasks at the top for visibility.

5. Archive Completed Tasks Regularly

Keep your board clean by archiving completed tasks. They're still searchable and restorable if needed.

Getting Started

Ready to try integrated task management?

1. Log in to InfoX
2. Navigate to Task Management (or "Huskeliste") from the main menu
3. Create your first column (e.g., "To Do")
4. Search for a vehicle, company, or contact in InfoX
5. Click "Add to Todo" from the data page
6. Create a task with attached data
7. Drag, assign, and track through your workflow

From data to action: seconds.

Conclusion

Task management shouldn't be separate from your data. When you look up a vehicle, research a company, or find a contact, the next step is usually follow-up—and that follow-up should carry the complete data with it.

InfoX's Kanban board integrates data and workflow. Attach complete records to tasks. Click through from tasks to data. Assign, track, and complete work without copying information between tools.

Your data. Your workflow. One place.

Try it for your next vehicle investigation, company due diligence, or sales pipeline. You'll never go back to sticky notes and spreadsheets.