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Managing Task BoardsManaging Board ColumnsCreating TasksAssigning TasksManaging TasksTasks on Pet ProfilesScheduled TasksFinding and Filtering TasksTask Tags

Documentation

Managing Task Boards

Create, find, edit, and delete task boards

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 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.

PreviousTasksNextManaging Board Columns
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