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Boards

Organize and manage your work with kanban boards and task management

ℹ️ Flexible Organization: Create multiple boards for different projects, workflows, or teams, and customize them to match your process.
Workflow

How work moves through a board

1
Create board Start with a blank board or template.
2
Set columns Define the stages your team actually uses.
3
Add cards Break work into clear tasks or deliverables.
4
Assign owners Add assignees, due dates, priority, and details.
5
Move work Drag cards as the status changes.
6
Review and clean Check progress, finish tasks, and archive old work.
Boards workspace view
Board task view

What are Boards?

Boards are visual workspaces where you can organize tasks and work items using a kanban-style interface.

  • Multiple columns representing different stages (To Do, In Progress, Done)
  • Cards representing individual tasks or work items
  • Team member assignments and due dates
  • Custom metadata and labels

Creating and Managing Boards

Creating a New Board

  1. Click Boards in the left sidebar
  2. Click the New Board button
  3. Enter a board name and description
  4. Choose a template or start blank
  5. Click Create Board

Working with Cards

Adding Cards

  1. Click + Add Card in any column
  2. Enter the card title
  3. Add description, assignee, and due date
  4. Click Create

Moving Cards

Drag and drop cards between columns to update their status. Cards automatically save when moved.

Tips & Best Practices

  • Keep columns focused: Limit to 5-7 columns for better visibility
  • Use consistent naming: Help your team understand the workflow easily
  • Set clear due dates: Help prioritize and track progress
  • Regularly review: Use boards in your team meetings
  • Archive completed items: Keep your board clean and focused
Boards
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