Boards

Track work as cards moving through columns from Triage to Done, with assignees, due dates, steps, and on-hold sections.

A board shows work as cards moving through columns, from left to right, until they're done. It suits work that arrives and flows through stages: requests, bugs, content in production, or a design pipeline. Each project has one board, in its Boards tool.

How a Board Is Laid Out

Open the project and click its Boards card.

A board with Triage across the top, the This week, In progress, and Review columns below it, an On hold section in In progress, and the narrow Not now and Done columns on the right.

A new board starts with four columns:

  • Triage, across the top, is where new cards land. Sort them from there into the column where the work starts.
  • Not now, the narrow gray column at the right end of the Triage row, holds cards you've decided to set aside. It shows how many cards it holds; click it to see them.
  • In progress is the first workflow column. Add your own columns beside it for each stage of your process, such as "This week" or "Review".
  • Done, the narrow green column at the far right, collects finished cards. Moving a card there completes it.

Triage, Not now, and Done are always there: they can't be archived or trashed. Triage can be renamed; Not now and Done keep their names.

Adding Cards

  1. Click Add a card at the top of the board (or press Shift+M) to add a card to Triage. To add one straight to another column, open that column's ••• menu and choose Add card.
  2. Give the card a Title.
  3. Optionally, choose people under Assign card, set Due on to A specific day, list Subtasks (press Enter after each), and describe the card in the notes.
  4. Click Save card, or Save and add another to keep going.

New cards go to the top of their column. On the board, each card shows its title, who added it, its due date, how many of its steps are done, its comment count, and the people assigned. A card with nobody assigned shows an Assign yourself button.

Moving Cards

Drag a card to another column to move it, or up and down to reorder a column. On a phone or tablet, press and hold a card before dragging.

On a card's page, Move along to… lists the board's other columns, so you can move a card without dragging.

To finish a card, drag it to Done or click Mark as complete on its page (Shift+D). Clearing Completed sends it back to the column it came from.

The Card Page

Click a card to open it.

A card page showing Mark as complete, the Column with the Move along to menu, Assigned to, Due on, Notes, Subtasks, and a comment.

  • Column shows where the card is, and Move along to… moves it.
  • Assigned to lists the people responsible. Click the person button to change them, or Assign to me (Shift+K).
  • The title, Due on, and Notes change with Edit at the top of the page.
  • Subtasks are small checkable steps within the card. Type in Add a step… and click Add. Each step can have its own due date and assignees; click a step's pencil to change it or to Delete step, and drag steps to reorder them.
  • Below, cheer the card, comment on it, and choose who's notified about new comments.

The card's ••• menu has Copy link, Move to another project…, Copy to a project…, Remind me…, View change log, Who was notified…, Archive, and Put in the trash. A card follows its board for who can see it, so it has no sharing item of its own. A card moved or copied to another project lands in that project's Triage.

Managing Columns

To add a column, click the round + after the last workflow column. Give it a Name and, if you like, a Description (optional) saying what belongs there, then click Add column.

Each column has a ••• menu:

  • Watch this column or Stop watching this column (see below).
  • Copy link.
  • A row of colors to color-code the column.
  • Add card.
  • Enable ‘On hold’ or Disable ‘On hold’ (see below).
  • Rename: change the column's name and description.
  • Archive this column and Put in the trash.

A board with the In progress column's menu open, showing Watch this column, Copy link, the color choices, Add card, Disable ‘On hold’, Rename, Archive this column, and Put in the trash.

Colors, On hold, archiving, and trashing are for the columns you add, not for Triage, Not now, or Done.

To reorder columns, drag a column by its grip. To tuck a column out of the way, hover over it and click its collapse arrow; click the arrow on the narrow bar to expand it again. Collapsed columns stay collapsed just for you, on every device.

Archived columns are listed under Archived columns in the board's ••• menu, where Unarchive brings one back.

Putting Cards on Hold

On hold parks a card inside its column without losing its place, for work that's waiting on something. Turn it on for a column with Enable ‘On hold’ in the column's menu. The column gets an On hold section at the bottom.

Drag a card into that section to put it on hold, or pick the column's on-hold entry, such as In progress: On hold, in Move along to… on the card's page. Held cards show faded. Drag a card out of the section, or move it to another column, to take it off hold. Disable ‘On hold’ releases every held card in the column.

Watching Columns and Notifications

Watch a column to hear about every card that's added to it or moved into it. The person who creates a column watches it automatically. The people watching Triage show at the top of the board, and each column's menu lists its watchers. Choose Watch this column in a column's menu to add yourself.

People following a card, including whoever added it and the people assigned, hear about comments, new steps, completed steps, and the card being completed. Assigned people are notified when they're assigned, and get Due tomorrow, Due today, and Still due reminders for cards and steps with a due date. See Notification Settings.

Who Can Do What

Everyone on your team who's on the project can add, move, and complete cards and manage columns. If an admin has turned on Restrict who can move, archive, and delete content, only owners, admins, and the person who added a card can archive it, trash it, or move it to another project. Moving cards between columns on the board is never restricted. See Permissions.

On a project that works with clients, the band at the top of the board says who can see it; click Change to share the whole board with them. Clients can move shared cards between columns, complete cards and their steps, and comment, but cards, steps, and columns are your team's to add and arrange. Clients don't get Add a card, can't drag columns, don't see Edit on a card, and can't add, change, or delete steps. Their column menus have only Watch this column and Copy link. See What Clients Can See and Do.

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