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1. Boards

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What is this?

Boards displays tasks as cards arranged by their current workflow status. Typical columns include Assigned, In Progress, On Hold, In Review, Approval Required and Completed.

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Why is this helpful?

  • Get a visual picture of how work is progressing.
  • See how many tasks are in each workflow stage.
  • Identify work that is on hold, under review or waiting for approval.
  • Use the board during status reviews when a visual workflow view is easier than a table.
My Tasks Boards view with task cards organised into workflow status columns Boards view with tasks organised by workflow status.

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Fields and controls on this page

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How to use it

1

Open Boards

Select Boards from My Tasks.
2

Review the status columns

See where your current workload is concentrated.
3

Narrow the board if required

Use Search, Filter or Group By.
4

Open a task card

Select the task to review or update its details.

Example

During a daily review, the Board may show work spread across Assigned, In Progress, On Hold and In Review. This gives you an immediate visual understanding of where your tasks currently stand.