The Kanban view arranges a workspace’s Markdown files into columns.
A card is a .md file in your folder. Nothing is copied into a database: moving a card changes its organization, never its content.
Open the board
In a Markdown workspace, choose Tools > New kanban board… if none exists or Tools > Kanban board to reopen it.
A new board starts with Backlog, To Do, In Progress and Done. Files belonging to no column appear in Unassigned, including files in subfolders.
Cards
Each card takes its title from the file’s first level-one heading, or the filename if absent, then displays a short excerpt.
A click shows a read-only preview in the inspector. A double-click opens the document in a tab without closing the board.
Drag a card to move it or use its contextual menu. You can also hide it or mark it complete.
Set optional priority and due date in the inspector.
A card’s contextual menu also offers Split Markdown… when only one card is selected. After confirmation, new cards replace it in section order. They inherit only its priority and due date and remain active and visible. If the original is kept, its card immediately follows the new fragments; if moved to Trash, its reference disappears. The board stays visible and selects the created cards.
Copy card context
Select one card, or several using ⌘-click and ⇧-click, then choose Copy context in the toolbar. The button stays disabled without a selection.
Balise copies cards in visual order. Each card provides its latest prepared summary followed by a file reference that retains the full path. Separators keep cards distinct when pasted; no full source or attachment is copied. Use ordinary paste (⌘V) in Codex to obtain clickable filenames. In a plain-text destination, the full paths remain visible. See Share context with an assistant for other destinations. A card without a summary copies only its reference; a missing reference retains the path and shows an explicit status.
Columns
Each column can create a new Markdown item. You can add, rename and delete columns.
Deleting a column returns its cards to Unassigned. No Markdown files are deleted.
Search and filter
Search covers titles, paths and the entire Markdown content of cards.
Priority and due-date filters combine with search. A completed card is never considered overdue.
Hidden-card visibility, search and filters remain local preferences for this workspace.
Add files from elsewhere
Drop one or more Markdown files from Finder onto Unassigned.
Balise copies external files to the workspace root without overwriting a namesake. If macOS blocks reading, Balise asks permission before copying.
A file already in the workspace is moved to unassigned.
What this surface does not do
- Adding, renaming or deleting a column modifies or deletes no Markdown files.
- The board does not synchronize with external tracking tools.
- A card cannot exist without a file: you cannot create an empty task.
Follow this walkthrough from start to finish: Track a project’s progress.