Below you’ll find a comprehensive guide on installing, configuring, and effectively using the Kanban Tasks Chrome Extension inside Google Workspace. This post is designed for busy professionals who want a quick and clear onboarding. Let’s dive in!
Section | Description |
---|---|
1. Introduction | Quick overview of the extension |
2. Before You Begin | Prerequisites and recommended settings |
3. Installation | How to download and set up |
4. Granting Permissions | Allowing access to Gmail, Tasks, and more |
5. Accessing Your Board | Finding Kanban Tasks in Google Workspace |
6. Default Boards Overview | Understanding the pre-built boards |
7. Creating and Managing Boards | Adding new boards and lists |
8. Adding and Organizing Tasks | Placing tasks, adding details, and assigning due dates |
9. Completing Tasks and Subtasks | Checking off completed items |
10. Creating Tasks from Email | Turning Gmail messages into action items |
11. Wrapping Up & Support | Final tips and contact information |
Welcome to your seamlessly integrated Kanban Board in Google Workspace! The Kanban Tasks Chrome Extension by Tooling Studio is a straightforward yet powerful way to visualize your Google Tasks in a Kanban format—right where you work.
By weaving a Kanban board directly into your Gmail and other Google tools, you can:
Whether you’re an individual managing personal to-dos or a team collaborating on shared projects, Kanban Tasks makes workflow management more intuitive and less time-consuming.
To ensure everything runs smoothly, please check these prerequisites:
These steps help avoid any disruptions when the extension needs to interact with Gmail or Google Tasks.
When you first launch the extension, you’ll be prompted to grant permissions for:
This seamless syncing lets you view and manage all your Google Tasks on a Kanban board—providing a 360° view of your upcoming and ongoing tasks.
After installation, find the Task icon on the left-hand side of the Navigation Rail in Google Workspace (e.g., within Gmail). Clicking this icon opens your native Kanban board right inside Google Workspace—no need to switch tabs.
Upon opening the extension, you’ll see two default boards:
Get Work Done
Your First Board
You’re not limited to the defaults. To add a new board:
For customization (rename, delete, etc.), simply click on the three dots at the right end of each board’s name. Upgrading your subscription plan unlocks premium features like unlimited boards, advanced task capabilities, and more.
🎁 As an easter egg to this guide, since you made it all this way - email me at [email protected] and I'll send you a coupon code to try out Premium for a couple of months.
Inside Your First Board, you’ll see a My Tasks list. To create a new task:
Each task comes with a dropdown menu (three dots) for additional actions, such as adding subtasks or assigning due dates:
Click on Add Due Date to reveal a calendar. Once set, the task shows the due date in blue (due this week) or green (due today).
Any task with a due date automatically appears in either Todo Today or Todo This Week on the Get Work Done board—no need to copy or move tasks manually. A task will only appear in one list (to avoid duplicates), making it easier to see exactly what needs your immediate attention.
Mark tasks (and their subtasks) as completed by clicking the blue tick next to the task or subtask name. This quick action helps you track progress without digging through menus.
In both default and custom boards, you can also drag tasks into Todo Today or Todo This Week to update their due dates automatically.
Click on any task to open a detailed view, where you can add a rich description, checklists, and more. This modal centralizes all key information so nothing slips through the cracks.
One of Kanban Tasks’ most convenient features is the ability to convert Gmail emails into tasks with just a few clicks. Here’s how:
Make sure you have followed the steps under Before You Begin (turning off ad blockers, enabling third-party cookies, etc.).
Congratulations—you’re now equipped to manage your tasks more efficiently without ever leaving Google Workspace. Whether you’re organizing personal projects or collaborating with a team, Kanban Tasks gives you a clear, visual workflow to stay on top of your schedule.
If you have any questions, encounter a snag, or just want advice on the best setup for your workflow, feel free to reach out:
Email: [email protected]
Our team is here to help you get the most out of Kanban Tasks so you can focus on the work that truly matters.