Managing Boards

Boards are the top-level containers for tasks. Use separate boards for workflows that should be managed independently, such as medical follow-up, adoption processing, foster coordination, facility work, or event prep.

Creating a Board

1. Open Tasks from the main navigation
2. Click Create a Board
3. Enter a board name
4. Select a background image
5. Click Create Board

After the board is created, PawPlacer opens it so you can start adding columns and tasks.

Board Limits

The number of boards you can create depends on your plan. If you have reached your limit, the create dialog shows an upgrade message instead of allowing another board.

Opening a Board

The Taskboards page displays board cards in a grid. Select a card to open the board.

Each board profile shows summary metrics for:

• Columns
• Tasks in the current status view
• Pets available for task linking
• Tags

Editing a Board

1. Open Tasks
2. Find the board card
3. Open the board card actions menu
4. Update the board name or background image
5. Save the changes

Deleting a Board

Deleting a board permanently removes its columns and tasks.

1. Open Tasks
2. Find the board card
3. Open the board card actions menu
4. Use the delete action
5. Confirm the deletion

Archive old tasks instead of deleting an entire board when you still need the board history.

Organization Tips

• Keep boards aligned to real workflows
• Use short, recognizable board names
• Choose distinct background images so boards are easy to scan
• Avoid creating separate boards for every small one-off project
• Use columns and tags inside a board before splitting into another board