How to Organise Your Business (and Your Brain) With TekMatix Kanban Boards

Let’s be honest – running a business can sometimes feel like juggling flaming swords on a unicycle… while blindfolded. 😅

Between managing your team, creating content, tracking SOPs, planning your next big product launch (or book!), and keeping your sanity intact, it’s a lot. That’s why I’m so excited to share one of my absolute favourite productivity tools inside TekMatix: Kanban Boards.

Yep – TekMatix has Kanban boards built right in. Meaning you can ditch ClickUp, Trello, Monday and other similar tools. This one’s already in your all-in-one business platform, and it’s about to change your entire workflow.

Watch the complete tutorial here:

✅ What Are Kanban Boards (and Why Should You Care)?

Kanban boards are basically visual project boards made up of columns and cards that help you map out your tasks, projects, ideas, and systems.

Inside TekMatix, you can:

• Create unlimited boards

• Add unlimited columns and cards

• Assign tasks to team members or clients

• Add due dates, recurring tasks, file attachments, and comments

• Track time spent on each task

• Save board templates for repeating workflows

• Use different views like list, table, and calendar

• And SO much more.

Honestly, it’s like Trello and ClickUp had a supercharged baby… that lives inside your CRM. 💪

🧠 Use Case Ideas (That I Personally Use Behind the Scenes)

Here’s how I actually use Kanban boards in real life:

🗂 1. Managing My SOPs and Team Tasks

Create a board with columns like:

• Daily Tasks

• Weekly Tasks

• Monthly Tasks

• Quarterly

• Annual Tasks

Each card can contain:

• Task details

• SOP instructions

• Links to Google Docs

• Assigned team members

• Estimated time to complete

• Subtasks for detailed breakdown

You can even track how long tasks actually take to complete so you can quote more accurately or spot inefficiencies.

📚 2. Planning My Next Book or Course

This is a juicy one. I often plan my books or courses by creating columns for each chapter or module. Then I add cards for each tip, story, or lesson I want to include.

And because you can drag and drop everything, it’s perfect for messy mind-mappers like me!

📅 3. Content Creation & Social Media Planning

We have boards labelled January through December. Each card is a day of the month, and we drop content ideas, captions, videos, and files into each one.

Once it’s all ready, I tag my EA, and she pops it into the TekMatix social media scheduler. Boom – a full year of content planned, created, and scheduled from one board.

🔧 Powerful Features You’ll Love

Let’s zoom in on some of the game-changing features that make TekMatix Kanban boards so useful:

• Recurring tasks: Set tasks to repeat daily, weekly, etc.

• Priority labels: Mark tasks low, medium, or high priority.

• Task followers: Get notifications on changes, completions, or updates.

• Subtasks: Break things down and assign them to different team members.

• Templates: Save entire boards or task flows for reuse with new clients or projects.

• Time tracking: Track how long things actually take and log time for each task.

• Comment tagging: Use @name to tag teammates, ask questions, or provide updates.

• File storage: Attach files to tasks or cards to keep everything in one place.

You can also view your board in:

• Card view (classic Kanban style)

• List view (great for checklist fans)

• Calendar view (see what’s due when)

• Table view (spreadsheet lovers, rejoice!)

👩‍💻 How to Create Your First Kanban Board in TekMatix

1. Go to your Projects area.

2. Click Add a Project.

3. Name it (e.g., “Leadership Book Plan” or “Client Onboarding SOPs”).

4. Add your team members and access permissions.

5. Create your columns (e.g., Intro, Chapter 1, Chapter 2).

6. Add cards (e.g., tips, content, tasks).

7. Add your due dates, tags, subtasks, and instructions.

8. Get cracking! 🎉

🎯 Final Thoughts: This Isn’t Your Average HighLevel Feature

This Kanban board feature is exclusive to TekMatix. It’s not a stock-standard GHL feature. We’ve had this white-labelled and added into the platform specifically to help our users get better organised and run their operations like pros.

Whether you’re a solopreneur or managing a full team, Kanban boards can help you:

• Work smarter

• Systemise faster

• Deliver better results

• And actually enjoy the process.

📍 Ready to Try It?

If you’re a TekMatix user – your Kanban boards are already waiting for you inside your account!

If you’re not yet using TekMatix (and wondering why on earth you’re still using 10 different tools to run your business)… let’s change that today.

👉 Start your free trial today