Creating a Task from the Task Board

Overview
The Kanban‑style Task Board lets you create tasks in context—right in the column where they belong.

Steps

1. Go to Work → Tasks → Task Board.

2. Identify the status column where the task should start (e.g. To Do, Doing).

3. Click + Add Task at the top of that column.

4. Fill out the same fields as in the List‑view modal.

5. Click Save; the new task appears immediately in that column.

Tips & Best Practices

• Create tasks in the column that matches your team’s workflow stage.

• Use the board’s drag‑and‑drop to reprioritize or reassign status later.

• Limit columns to essential statuses to avoid clutter.

Troubleshooting / FAQs

• Add Task button missing: You may need “Add Tasks” permission or your board is filtered.

• New task appears in the wrong column: Check the Status field in the modal.

• Board not updating: Click Clear filters or refresh your browser.