Session Kanban

Open In session → Kanban from the dashboard. Locate the client selector and board columns.

Choose the client in Kanban’s own selector. This selector determines which local board opens; check it even if the common top bar shows another person.

Review column names and cards before adding contents. If the board is empty, check the selected person and whether you are in the same browser where you worked.

Open Templates and choose Session agreements, Weekly plan, Full process or Empty board. Your choice defines the columns; Empty board prepares columns with no cards.

Select + Add card in the appropriate column. A card with an editable title is created; enter the concrete agreement and leave the field to record the change.

Review the text identifying the action. If New card or Untitled remains, replace it with a name that makes the agreement recognisable next session.

Select the card’s Edit icon. Review title and description; add priority and due date when useful.

Enter a due date if relevant and review the date shown on the card. This is a board reference and does not itself send a reminder. For record actions, use Clients.

Select Save in the edit window. Review the title, description and indicators on the board card. Closing the window without saving does not confirm those changes.

Drag from the card body to the target column and release. Check that it is in the correct stage. You can reorder cards within a column using the same gesture.

Edit the name in the column header and leave the field to save. The name describes the stage; renaming it does not automatically change its cards.

Select + Column, enter its name and confirm. Check that it appears on the board and move the relevant cards there.

After changing cards or columns, check Saved. The board is retained for the selected client in this browser; do not assume a copy on another device or publication in their space.

The Spanish and English versions retain separate local data. Return to the language you worked in to recover those contents.

Check saving and choose another person in the Kanban selector. To resume earlier work, select that person again and review their board.

Select PDF and review the downloaded file. Check client, columns, cards and dates. Export organises the contents by column; do not assume it will have the same horizontal arrangement as the screen.

Review the file and send it through the agreed channel. Moving cards, adding dates or downloading a PDF does not automatically send the board to the client.

Select Delete on the correct card and read the confirmation. Cancel retains it. If you accept, check that it disappears from that column.

Select the delete icon in the header and read the message: the column and all its cards will be deleted. Move any cards you need to retain first. At least one column must remain on the board.