Switching to Board View
Go to Tasks and click the Board view button (kanban icon, top right). The same tasks show as cards in columns instead of a list.
Board Columns
- •To Do — Tasks not yet started.
- •In Progress — Tasks actively being worked on.
- •Done — Completed tasks.
Moving Tasks Between Columns
Drag any task card from one column to another. The task status updates automatically. For example, drag a task from To Do to In Progress when you start working on it, then to Done when complete.
Filtering the Board
Use the filter options (top of the board) to narrow down:
- •My Tasks — show only tasks assigned to you.
- •Team Tasks — show all tasks (for managers).
- •Assignee — filter by a specific team member.
- •Priority — show only Urgent or High priority tasks.
- •Due Date — show tasks due today, this week, or this month.
List View vs Board View — When to Use Each
- •Use List View when you want to sort by due date, see overdue tasks first, or export tasks to CSV.
- •Use Board View when you want to visualise workflow status and drag tasks through stages.
Frequently Asked Questions
Can I add custom status columns to the task board?
The board currently uses three fixed columns: To Do, In Progress, and Done. Custom status columns are not available yet.
Can I see my whole team's tasks on the board or just mine?
Yes. Click the Team Tasks filter (or select a specific team member from the Assignee filter) to see all tasks on the board, not just yours.
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