Plan work with boards, lists and cards

A board is a shared space for a team's work. Each piece of work is a card, and the columns show where it stands, for example To Do, In Progress and Done. Tasks is where you work with boards and your own cards.

Make a board

1. Open Tasks. In the left sidebar, under Boards, choose New board.
2. Under Start from, pick Basics or browse the template categories. Templates give you ready-made columns for common kinds of work, such as a software team or bug tracking.
3. Type a Name and, if you like, what the board is for.
4. Choose Create board.

You can rename, reorder and add columns later. Free workspaces can also make boards from the Boards page, up to the free limit shown there.

Add a card

Type in the Add a card box at the top of the board. You can include shortcuts in plain words:

• A date and time: fri 3pm, tomorrow
• A priority: !low, !med or !high
• A label: #sales

For example: Send proposal fri 3pm #sales !high. The parts it recognises are shown before you press Enter.

Move cards and switch views

Drag a card to another column. Cards moved into the last column count as done. Use the view switcher to see the same cards as Board, Table, Calendar or Timeline. Boards with sprints also have Backlog, Epics and Reports.

Open a card

Click a card to open its details. You can set:

• Priority, Assigned to (people on this board) and a due date
• Kind of card: Task, Bug, Story or Epic
• Story points, as a size estimate
• Labels, created by the board owner in board settings
• Description, with bold, italic, links and @mentions
• Checklists: break the work into steps you can tick off

From the card you can also Follow it to hear about comments and completion, Mark complete, or Archive card, which hides it without deleting it. Archived cards are listed under Archived cards and can be restored.

Board settings and members

Open Board settings to change columns, set an optional Card limit on a column (it turns amber when it holds more cards, but never blocks), add labels, and invite members. Members who can edit add and move cards. Members who can view see everything but cannot change it.

Tips

• Use My cards to see everything assigned to you across boards.
• Keep columns few and meaningful. Three to five is plenty.
• Use checklists for steps and separate cards for work that different people own.

Common problems

• I cannot move a card. You may have view-only access (shown by an eye icon). Ask the board owner.
• A card disappeared. Check Archived cards in the sidebar.
• "Delete this card for everyone?" Archiving hides a card and keeps it. Deleting removes it for all members.