← Help center · Scheduling

Plan work on boards

Boards hold any kind of work — projects, store openings, repairs — as color-coded tasks with owners, deadlines and priorities.

1. Open Boards and choose New board; pick a template or Blank board.
2. Add tasks with “+ Add task” in a group. Click a cell to set the owner, status, due date or priority.
3. Click a Status or Priority cell to pick a colored label; board admins edit labels and colors from the column’s menu.
4. Switch to Kanban to drag tasks between statuses, or Calendar to see them on their deadlines.
5. Open a task (the speech-bubble icon) to see every field and post updates; the people assigned are notified.
6. Timeline shows each task as a bar from its Start date to its due date — drag a bar to move it, drag its right edge to change the end.
7. Automate (board admins) adds rules such as “when Status changes to Done, move the task to Completed” or “when a task is created, assign Riley”.
8. Dashboard (top of Boards) charts every board’s status, each person’s workload and the deadlines coming up.

Everyone finds the tasks assigned to them in My work — overdue first, in red — on the dashboard and in the app.

On a phone a board is a list of cards: tap Status, Owner, Due date or Priority right on the card.

Still stuck? Inside the app: Help → Contact support. We answer within one business day.