The Task Board
Updated
Open Tasks to track work in your workspace. Each card is a task you can assign, give a due date, and move between columns as you work.
Plan workshop
Sep 14
AlexPrepare photos
Sep 15
SamReview caption
Sep 16
JoChoose a View
Use the controls at the top of the page to switch views.
| View | What You Can Do |
|---|---|
| Board | Open task cards and drag them between columns. |
| List | View tasks in rows, sort them, and compare due dates. |
Board and List show the same tasks.
Add or Rename Columns
A new board starts with Backlog, In Progress, Review and Done. You can rename and reorder these columns, and add custom columns up to a total of eight.
- Click Edit at the top of the task board to open Task columns.
- Enter a name in Column name, then click Add column.
- To rename an existing column, click its edit icon, enter the new name, and click its save icon.
- Drag a column by its handle to change its position.
Column names can be up to 40 characters. You can also rename a column from its three-dot menu on the board: choose Rename, enter the name, and click Save.
Renaming Done keeps its role as the completed-task column. Use that column when you finish a task, even if you have given it a different name.
Delete a Custom Column
- Move or delete every task in the column.
- Open the custom column's three-dot menu and choose Delete column.
- Confirm the deletion.
You can only delete an empty custom column. The four default columns cannot be deleted.
Clear Out Finished Tasks
Finished tasks stay in Done until you delete them. To delete a task, open it, click Delete, and confirm with Delete task. Deleting a task cannot be undone, and you delete tasks one at a time.
Filter Tasks
Open the filter menu in Board or List and choose the tasks you want to see.
| Filter | Options |
|---|---|
| Urgency | Urgent, High, Medium or Low |
| Assignment | Assigned to me or Unassigned |
| Users | Specific assignees |
| Labels | Workspace labels |
Select a filter again to remove it, or clear all filters to show the full board. Task labels are shared with posts and media in the same workspace.
Who Can Make Changes
Managers and Editors can create and edit tasks and manage columns. Other workspace roles can read the board.
Questions
How is the task board different from the Content Board?
The task board tracks work you move between columns yourself. The Content Board shows posts in columns based on their publishing and approval status.
What views are there?
Board and List. Both show the same tasks; Board groups them into columns and List shows them in rows.
Can I change the columns?
Yes. Open Edit to rename or reorder columns and add custom columns. You can have up to eight columns in total.
Why can I not delete this column?
Only custom columns can be deleted, and only when they have no tasks. Move or delete every task in the column first. The four default columns cannot be deleted.
How do I clear out finished work?
Open each finished task, click Delete, and confirm with Delete task. Deleting a task cannot be undone.
What can I filter by?
Urgency, assignment, specific users and workspace labels. Filters are available in Board and List.
Are task labels the same as post labels?
Yes. Tasks use the same workspace labels as posts and media.
Who can change tasks?
Managers and Editors can change tasks and columns. Other workspace roles can read the board.