Welcome to Boards
Boards is our Project management tool to help you and your team monitor your ongoing and upcoming projects. Collaborate, comment, and track each task easily, and have an overview at a glance to keep a tab on your ongoing processes.
Accessing Tasks
You can access Boards in the Module Menu on the right.
The primary board of your workspace is set up automatically so you can start adding Tasks immediately.
Creating Tasks
Creating Tasks is very easy. Go to your board and click "+" in the heading of the board where you want it to be created, give it a name, and hit enter. The Task will appear on your board afterward and is ready to be edited.
Editing Tasks
To open a Task click on it and the editor will open.
As the next step under Description, write the task outline to inform your team.
Once you are done, hit Save at the bottom left corner of the editor.
To set the Owner and Contributors of the Task, click on the Profile icons next to Members. Here, you can select from the members of the team who have access to the Board the Task is created in. Additionally, the member who created the Task will be automatically added to the Stakeholders field.
To Assign the Task to a team member, click the head under members.
Once you click that, a popup will open where you can search for a specific team member in the search bar or select it from the list. Tick the box next to their picture to assign the To Do to the person.
Once that is done, click X on the top right corner to close the Task and save changes.
And now you have your first Task!
For further features and settings, please refer to our other help articles.
