Project Board

The Project Board is a structured workspace for managing a specific project or initiative from start to finish. Unlike the general Task Board, a Project Board is scoped to a single project and is ideal for larger, time-bound efforts.

Accessing the Project Board

  1. Go to Tasks in the navigation.
  2. Tap Projects or switch to the Project Board view.
  3. Select a project to open its board.

Creating a New Project

  1. In the Projects view, tap + New Project.
  2. Enter a project name and optional description.
  3. Set a start date and end date for the project.
  4. Tap Create.

Project Board Layout

Each project board has:

  • Columns representing workflow stages (customizable)
  • Task cards within each column
  • A project header showing the name, dates, and overall progress

Adding Tasks to a Project

  1. Open the project board.
  2. Tap + Add Task in any column.
  3. Fill in the task details and tap Save.

Tasks created within a project are automatically associated with that project.

Tracking Project Progress

The project board gives you an at-a-glance view of:

  • How many tasks are in each stage
  • Which team members are assigned to what
  • Whether the project is on track based on due dates

Completing a Project

When all tasks are in the Done column and the project is finished:

  1. Open the project.
  2. Tap Mark as Complete in the project settings.
  3. The project will move to your completed projects archive.

Difference Between Task Board and Project Board

Task Board Project Board
General, ongoing work Time-bound, specific project
No defined end date Has a start and end date
Catch-all for daily tasks Focused scope
Team-wide visibility Project-specific team

Was this article helpful?