How do I use the Board view?

The Board tab shows a project’s tasks as cards in one column per status. Drag a card to another column to change its status.

Steps

  1. Open the project and click the Board tab.
  2. Drag a card from one column and drop it on another to change the task’s status.
  3. Click a card’s title to open the task.
  4. Click the + at the top of a column to create a task that starts in that status.
  5. Use the toolbar to narrow the board:
    • Filter tasks… searches task titles.
    • Priority shows one priority only.
    • All lists lets you pick a single task list.
    • Show archived adds an Archived column.

Good to know

  • Columns, in order: Backlog, Pending, Planning, In Progress, Testing, Approval, Completed (plus Archived when shown).
  • Cards show the task type icon, title, list badge, due date (red when overdue) and up to three assignee avatars.
  • If a move isn’t allowed (for example, dropping a task on Completed while it has open sub-tasks), you’ll see a message and the card goes back.
  • The Board and List View use the same filters, so changes in one show up in the other.
  • Viewers can see the board but can’t drag cards or add tasks.

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