Task Board
The Task Board provides a visual view of your tasks, organizing them by status. This helps you see work that is ready to start, underway, blocked, or finished.
Understanding the Task Board Layout
Section titled “Understanding the Task Board Layout”The board groups tasks into five status columns:
- Not started
- In progress
- Blocked
- Completed
- Cancelled
Task cards show their due date and priority, with overdue work highlighted. Linked claim, lead, and goal information helps you see the context for each task. A task’s status determines its column; changing its due date does not move it to another column.
Each column scrolls independently, so you can review a long list of tasks in one status while keeping the other columns in place.
Managing Tasks
Section titled “Managing Tasks”- View Details: Click on any task card to see its full details and make updates.
- Update Status: On desktop, drag a task card to another status column. You can also use the card’s status menu, including on smaller screens or when using a keyboard.
- Complete a Task: Choose Completed from the status menu or move the card to the Completed column.
- Cancel a Task: Choose Cancelled and confirm the cancellation when prompted.
Status changes are available when you have permission to update the task. See Managing Tasks for task details, goals, and collaboration.
Customizing Your View
Section titled “Customizing Your View”By default, the Task Board displays all five status columns, including empty ones.
- Click the eyeball icon (
👁️) in the top-right corner to hide empty status columns. - Click the icon again to show all columns.
- Task status columns remain in their fixed order.