Boards

Track the work that isn’t an order on a work board. A board is a row of columns, and each card is a task. Drag a card to another column to move the task to that status. A task takes an assignee, a due date, a priority and watchers. It can also point at the order, contact, item, location or other task it is about. The task list has saved views for open tasks and each status, from Assigned to Completed. Tick tasks or boards to edit, move or delete them together, and import or export them as a CSV file.

In this section

• Work boards and tasks: Browse your work boards and tasks in two tabs, with saved views, bulk actions and a create button.
• Bulk actions on tasks and boards: Edit, move or delete many tasks or boards at once, and see which ones will change first.
• Importing and exporting tasks and boards: Export tasks or boards as a CSV file, and import one to create or update them in bulk.
• Creating a work board: Create a work board with a title, a description and the team that decides who can change it.
• Columns and cards: Add, rename, sort and reorder a board’s columns, and drag cards between them to change a task’s status.
• Editing and deleting a work board: Change a board’s title, description or team, see its history, or delete it.
• Creating and editing a task: Create a task with a title, due date, priority and board, and change any of it later.
• Assignees, watchers and status: Assign a task, follow it as a watcher, and move it from assigned to completed.
• Parent records and task numbers: Link a task to the order, contact, item, location or task it is about.
• Tags and notes on a task: Tag a task so a board’s search finds it, and keep notes and files on its timeline.