Board View

The Board View offers a Microsoft Planner-style kanban interface. Tasks are displayed as cards organized into custom buckets, and you can move them with simple drag-and-drop interactions.

Overview

  • Drag-and-Drop Interface — move task cards between buckets and reorder cards within a bucket.
  • Custom Buckets — create, rename, recolour, reorder, and delete columns per project.
  • Rich Task Cards — priority, tags, status, due dates, and optional checklist or description preview.
  • Active & Completed Sections — completed tasks collapse into a separate section at the bottom of each bucket.
  • Filters — narrow visible cards by priority or keyword search.

Note

The Board View displays leaf tasks only — tasks that have no children. Parent tasks appear in the Grid and Timeline views but are not shown as cards on the board.

Buckets

Buckets are the vertical columns on the board. Each project has its own set of buckets, so you can tailor the board layout to every workflow.

Key Behaviors

  • Per-Project Configuration — each project maintains its own bucket list.
  • Drag to Reorder — grab a bucket header to move it left or right.
  • Add / Rename / Recolour / Delete — hover the bucket header to reveal the … menu, or right-click for the same options. Double-click the bucket name to edit it inline.
  • Default Buckets — new projects start with sensible defaults (e.g., "To Do", "In Progress", "Done").
  • "Unassigned" Bucket — tasks that haven't been assigned to a bucket appear here.
  • Active & Completed Sections — within each bucket, completed tasks collapse into a separate section at the bottom.

Important

Bucket vs. Status: A bucket is a visual grouping on the board; status (e.g., "Not Started", "In Progress", "Completed") is a task property. Moving a card between buckets changes its bucket assignment, not its status. Update status independently via the card's context menu or the Task Details Panel.

Task Cards

Each card surfaces the most important task information. Tags appear at the top of the card (MS Planner style):

  • Title — the task name; click to open the Task Details Panel.
  • Priority Badge — colour-coded indicator (Critical, High, Medium, Low).
  • Tags — small labels for categorization, shown at the top of the card.
  • Status — current workflow state.
  • Due Date — with overdue highlighting when applicable.
  • Checkbox — quickly mark the task complete.
  • Card Preview — optionally show an interactive checklist or a rendered description excerpt directly on the card. Configure per task in the Task Details Panel under Card Preview.
  • Context Menu — right-click for cut, copy, paste, move to project, delete, and more.

Managing Tasks

Create

  1. Click + Add Task in the board header to add a task to the first bucket, or
  2. Click + Add at the top of a specific bucket to add a task directly to it.
  3. Enter a title and press Enter.

Move

Drag a card from one bucket and drop it into another. Cards can also be reordered within the same bucket by dragging. The card's bucket property updates automatically.

Cut, Copy, and Paste

Right-click a card to Cut, Copy, or Paste. Cut moves the task to the target bucket; Copy creates a duplicate with a new ID (dependencies are not carried over). Paste is available from any card's context menu.

Move to Another Project

Right-click a card and choose Move to: {Project Name} to transfer the task. Moved tasks are cleared of their bucket, parent, and dependency links.

Complete

Click the checkbox on any card to toggle its completed status. Completed cards move to the "Completed" section of their bucket.

Edit

Click the task title to open the Task Details Panel for full editing.

Delete

Right-click the card and select Delete task.

Managing Buckets

  1. Add a Bucket — click + Add Bucket at the far right of the board.
  2. Rename — hover the bucket header and click … → Rename, or double-click the bucket name to edit inline.
  3. Reorder — drag the bucket header left or right.
  4. Change Colour — click … → Change colour to apply a custom colour to the bucket header.
  5. Delete — click … → Delete bucket. Tasks in the bucket are moved to "Unassigned".

Note

Deleting a bucket does not delete its tasks. They are automatically reassigned to the "Unassigned" bucket.

Customization Tips

  • Workflows — mirror your team's workflow stages with custom buckets (e.g., "Backlog → Sprint → Review → Done").
  • Combine Status & Buckets — use buckets for categories and status for progress.
  • Completed Sections — keep focus on active work; expand the completed section only when needed.
  • Tags — add tags to group related cards visually across different buckets.
  • Due Dates — leverage overdue highlighting to spot at-risk tasks quickly.
  • Card Preview — enable checklist preview on cards so you can check off items without opening Task Details.

Tips & Best Practices

  1. Limit the number of buckets to 5–7 to keep the board scannable.
  2. Use WIP (work-in-progress) limits mentally — avoid piling too many cards in one bucket.
  3. Review the board daily; drag cards to reflect the latest status.
  4. Archive or delete completed tasks periodically to keep the board clean.
  5. Combine the Board View with the Timeline View for both visual and temporal perspectives.
  6. Use colour-coded priority badges and bucket colours to draw attention to high-priority work.
  7. Right-click cards to access cut, copy, paste, and move actions instead of opening the details panel every time.

Support & Related Pages