Using the Task Board
Last updated 2/16/2026
USING THE TASK BOARD
Tasks help the team track work across all clients. You can view tasks in two ways.
BOARD VIEW (KANBAN)
The default view shows tasks as cards in columns:
- Backlog — Tasks saved for later
- To Do — Ready to work on
- In Progress — Currently being worked on
- Done — Completed tasks
Click the status dropdown on each card to move it between columns.
LIST VIEW
Click the list icon in the top-right to switch to a table view. This shows all tasks in a sortable list with columns for title, client, assignee, priority, due date, and status.
CREATING A TASK
- Click "+ New Task".
- Enter a Title and optional Description.
- Select the Client this task is for (or leave blank for internal tasks).
- Set the Assigned To, Priority (urgent, high, medium, low), and Due Date.
- Click Save.
EDITING AND DELETING TASKS
Click any task to open its edit modal. Make changes and click Save. To delete a task, click the trash icon in the task modal and confirm.
FILTERING
Use the filter dropdowns at the top to filter by assignee or status. Use the search box to find tasks by title.