Tasks: boards for your team

Tasks are boards for tracking work. Click Tasks in the left menu of the web app, create a board with New Board, and add items to it. A board can also have a Kanban view or a Form.

Create a board

1. Click Tasks in the left menu.
2. Click New Board. Your boards are listed under it, with Search boards… to find one.
3. Add items with New Item. Use New Group to add another group of items.

Above the items you can search tasks, filter by Person or Filter, and choose which Columns show.

Add a view

Each board opens on its Board tab. To add another view, click the + next to Board and choose:

• Kanban: cards in columns that you drag between stages.
• Form: a form you can preview and share by link.

Export or import

• Click Export above the items, or choose Export board to Excel from the board’s … menu at the top right.
• To bring items in from a spreadsheet, choose Import from the same … menu.

The … menu also has Rename board and Delete board.

Work with your team

Boards belong to your workspace, so teammates you invite in User Management can work on them with you. Use Share Board at the top of a board to share it.

Plan limits

The Free and Basic plans include 2 boards with 10 tasks each. Standard and Pro include unlimited boards and tasks. See Plans & billing.