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Creating task workflows in board view
Creating task workflows in board view
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Board view is a great tool for keeping track of individual tasks and managing progress on projects. It helps you understand how each task fits into the big picture while providing visual insight into progress.


The default column workflow in board view is To Do, In Progress, and Done. To add a new column, click the '+' button that appears when hovering between the columns.

๐Ÿ’ก pro tip: each project has its own board that be customized to create workflows that best suit your needs.

You can further customize your columns by clicking the 3-dot menu. Here you can select a color, rename the column, delete the column, or add an automation that marks all tasks as done if they're moved in that space.

Adding new tasks and deliverables

To add new tasks or deliverables, click the '+' buttons at the top-right or bottom of the columns.

Moving tasks

You can drag task cards between columns to progress along your workflow.

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