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Managing Task Boards

Create task boards with a name, description, and image, then find, sort, edit, or delete them from the Taskboards page

In this guide

Key sections from this documentation page.

Create a BoardFind a BoardEdit Board Settings

Create a Board

  1. Open Tasks.
  2. Click Create a Board.
  3. Enter a required name.
  4. Add an optional description and choose a background image.
  5. Create the board.

PawPlacer creates the board with an initial To Do column.

Find a Board

Use the search field on the Taskboards page to match a board's name or description. Sort the cards by:

  • Newest
  • Oldest
  • Name A–Z
  • Name Z–A

Each card shows its image, name, and description when one exists.

Edit Board Settings

Open the edit dialog in either place:

  • Use the actions menu on a board card.
  • Open a board and choose Board settings.

You can update the name, description, and background image. The same dialog includes the delete action.

Delete a Board

Deleting a board removes its columns and tasks. Review the board first, use Board settings or the board-card menu, choose delete, and confirm the warning.

Use separate boards for genuinely different workflows; use columns and tags for stages or categories inside one workflow.

Keep reading

Move through the documentation in order.

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