Overview
The Task Board gives you a Kanban‑style view with customizable status columns—drag and drop tasks to update their status quickly.
Steps
Go to Work → Tasks → Task Board.
Use the top filters (Duration, dates, search) just like the list view.
To add a new status column, click + Add Status Column, name it, and save.
Drag tasks between columns to change their status—except “Waiting for Approval”, which is locked (see the warning banner).
To add a task directly in a column, click + Add Task at the top of that column.
Click the task card to view details, or use the Action menu on the card for Edit, Duplicate, or Delete.
Tips & Best Practices
Keep your board lean: use only the statuses you need (To Do, Doing, Completed).
Lock the “Waiting for Approval” column for formal review processes.
Reorder columns by dragging their headers to match your workflow.
Troubleshooting / FAQs
Cannot move task into “Waiting for Approval”: This column is protected—change status via the List View or Task modal.
New column not saving: You need “Manage Task Settings” permission.
Task cards overlap: Collapse your sidebar or widen your browser window.