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# Use the Closeout Overview (Kanban) to manage tasks and punchlist items

## Overview: closeout overview Kanban

The Closeout Overview shows tasks and punch list items as cards in Open, Active, and Closed columns, with optional swimlanes, which is used during closeout and commissioning follow-up.

For the list view, use **Punch list items and Tasks**.

* Your role must be **Consultant** or higher to move tasks, and **Manager** or higher to create tasks from this view.
* You can find the menu at left sidebar - **Task management** - **Closeout overview**.
* This changes task status immediately across the board, list view, and status-based reports.

|| Only users with project role **Manager** or higher can create tasks from this view. Users with role **Consultant** or higher can move tasks between columns.

## How to open the Closeout Overview

1. Open your project in CxPlanner.
2. Click **Closeout overview** in the left sidebar under **Task management**.
3. Review the columns: **Open** for not started, **Active** for in progress, and **Closed** for completed or resolved.
4. Review swimlane rows. Cards are grouped horizontally by category or another configured field.

![Screenshot: Use the Closeout Overview (Kanban) to manage tasks and punch list items - Open the Closeout Overview](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_4tu6mn.png)

## How to configure swimlane grouping

1. Click the gear icon in the top-right corner of the board.
2. Click **Create swimlane overview**.
3. In **Group by**, select a field.

Built-in fields:

* **Can be closed status**
* **Assigned company**
* **Assigned to**
* **Asset type**
* **Checklist type**

Custom fields:

* **Priority**
* **Paragraph**

The board reloads with one swimlane per group value. Cards without a value appear in a **Default** swimlane.

## How to filter the board

1. Click the gear icon and use **Filter by** to filter cards by user.
2. Use **Search** in the toolbar to find tasks by keyword.

![Screenshot: Use the Closeout Overview (Kanban) to manage tasks and punch list items - Filter the board in the Closeout overview](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_tdghag.png)

## How to move a task between columns

1. Locate the task card you want to move.
2. Drag the card to **Open**, **Active**, or **Closed**, or open the card and change the **Status** field.

The status updates immediately for all project members.

![Screenshot: Use the Closeout Overview (Kanban) to manage tasks and punch list items - Move a task between columns in the Closeout overview](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_9bazo4.png)

## Results: closeout overview Kanban

| Project role | Can view board | Can move tasks | Can create tasks |
|---|---|---|---|
| Viewer | Yes | No | No |
| Contractor | Yes | No | No |
| Designer | Yes | No | No |
| Consultant | Yes | Yes | No |
| Manager | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes |

| Field | Type | Description |
|---|---|---|
| Can be closed status | Built-in | Groups by whether the task is closeable |
| Assigned company | Built-in | One swimlane per responsible company |
| Assigned to | Built-in | One swimlane per responsible person |
| Asset type | Built-in | Groups by the asset type linked to the task |
| Checklist type | Built-in | Groups by the checklist type linked to the task |
| Priority | Custom | Groups by task priority level |
| Paragraph | Custom | Groups by paragraph assignment |

Status changes sync to the punch list view and to reports that include task status.

## Troubleshooting: closeout overview Kanban

| Problem | Cause | Solution |
|---|---|---|
| Drag-and-drop does not work | Project role is below Consultant | Ask a project **Admin** to raise your role, or change **Status** inside the task card |
| New task button missing or inactive | Project role is below Manager | Ask a project **Admin** to raise your role to **Manager** |
| Board shows more tasks than expected | No filters applied | Use gear icon - **Filter by**, or Search, to narrow the board |
| Task card missing after creation | Active filter hides the new task | Clear filters or Search to confirm the task was saved |