Help Center
DocsTask Board
Manage tasks on a kanban board
Kanban Board Layout
Tasks are organized in columns by status for a visual workflow.
The Task Board displays your tasks in a kanban-style layout with columns representing each status. Drag and drop task cards between columns to update their status instantly. The default columns are:
- To Do — Tasks that have not been started yet.
- In Progress — Tasks that are currently being worked on.
- Done — Tasks that have been completed.
Task Card Anatomy
Each task card displays key information at a glance.
- Task Title — The name of the task, displayed prominently at the top of the card.
- Due Date — The task deadline. Overdue tasks display a red indicator to draw attention.
- Priority Badge— A color-coded badge indicating the task priority:
- Low — Gray badge
- Medium — Blue badge
- High — Amber badge
- Urgent — Red badge
- Assignee Avatar — The profile avatar of the team member assigned to the task.
Drag and Drop
Move tasks between status columns by dragging and dropping.
Click and hold a task card, then drag it to a different status column to update the task's status. You can also reorder tasks within the same column by dragging them to a new position. Changes are saved automatically.
Filtering
Narrow down the task board to focus on specific tasks.
Available Filters
- Project — Filter tasks by a specific project to see only tasks belonging to that project.
- Assignee — Filter by team member to see only tasks assigned to a particular person.
- Priority — Filter by priority level (Low, Medium, High, Urgent) to focus on critical work.
- Due Date — Filter by due date to find overdue tasks or tasks due within a specific timeframe.
Switching Between Projects
Use the project filter to view tasks for a specific project.
The project filter dropdown at the top of the Task Board lets you quickly switch between projects. Select a project to see only its tasks, or clear the filter to view all tasks across every project. This is useful when you need to focus on a specific client delivery.
Sorting Within Columns
Control the order of tasks within each column.
Tasks within each column can be sorted by different criteria including priority, due date, and creation date. You can also manually reorder tasks by dragging them within a column to set a custom order that reflects your priorities.