Managing Board Columns

Columns represent the stages in a board's workflow. Tasks move through columns as the work changes status or ownership.

Adding a Column

1. Open a task board
2. Scroll to the right side of the board
3. Click the full-height Add Column button

PawPlacer creates a new column named New Column at the end of the board.

Renaming a Column

1. Click the column name
2. Type the new name
3. Press Enter or click away to save

Column names are limited in length, so keep them short and easy to scan.

Reordering Columns

1. Grab the drag handle beside the column name
2. Drag the column left or right
3. Drop it in the new position

Columns usually work best when they move from earliest work on the left to final work on the right.

Moving Tasks Between Columns

You can move tasks in both board and list views:

• In board view, drag task cards between columns
• In list view, drag task rows between column groups

Moving a task changes its column but does not change whether it is active, completed, or archived.

Deleting a Column

Deleting a column also deletes the tasks inside it.

1. Open the column actions menu
2. Select Delete Column
3. Confirm the deletion

Move tasks out of a column before deleting it if you need to keep them.

Common Column Setups

Basic workflow:

• To Do
• In Progress
• Done

Adoption workflow:

• New Applications
• Screening
• Meet and Greet
• Final Review
• Completed

Medical follow-up:

• Needs Review
• Scheduled
• In Progress
• Waiting on Records
• Complete

Tips

• Start with fewer columns and add more only when the workflow needs them
• Use action-oriented names
• Keep similar workflows consistent across boards
• Avoid using columns as tags; use board tags for categories like urgent, medical, or admin