Understanding the Board Layout
The board displays your workflow columns from left to right, typically:- Backlog: Tasks planned but not yet started
- To Do: Ready to be worked on
- In Progress: Currently being executed
- Done: Completed tasks
- Custom columns: Any additional workflow stages you’ve configured
Workflow columns are configured at the project level and shared across all views. The Board view simply visualizes your existing workflow structure.
Column Headers
Each column header shows:- Column name: The workflow stage name
- Task count: Number of tasks currently in that column
- Definition of Done (if configured): Acceptance criteria for tasks in this stage
Task Cards
Each task appears as a card displaying:- Title: The task name
- Priority badge: P0, P1, or P2 indicator
- Assignee: Display name or “Unassigned”
- Due date: Formatted date or “No due”
- Tags: Colored labels with tag names (if any)
- Overdue indicator: Red warning badge for tasks past their due date
Overdue Tasks
Tasks that are past their due date and not yet done display a prominent overdue indicator with an alert icon. The entire card gets a red border and ring to draw attention.Overdue Detection
A task is considered overdue when:
- The due date is in the past (before today)
- AND the task is not marked as complete
Creating Tasks on the Board
Each column has a quick-add form at the top for creating tasks directly in that workflow stage:Enter task details
Type the task title in the input field for the column where you want to create the task.
Set dates
Use the date pickers to set the start date and due date. Both fields default to reasonable values (today and tomorrow).
Tasks created on the board are automatically assigned to the column where you created them. You can move them to other columns by dragging afterward.
Date Validation
When creating tasks, the due date must be the same as or later than the start date. If you try to create a task with an invalid date range, you’ll see an error message at the top of the board.Drag-and-Drop Workflow
Move tasks between workflow stages using drag-and-drop:Grab a card
Click and hold on any task card. The card becomes semi-transparent and follows your cursor.
Drag to target column
Move your cursor to the column where you want to move the task. Columns highlight when you drag over them.
Column Order
When you drop a task into a column, it’s added to the bottom of that column. Tasks within each column maintain their order rank, which you can adjust in the Backlog view.Deleting Tasks
Each task card has a delete button (trash icon) that appears in the top-right corner:- Click the trash icon on a card
- Confirm the deletion in the dialog
- The task is permanently removed from the board
Empty Columns
Columns with no tasks display a helpful message: “Drop cards here or add one quickly.” This serves as both an empty state indicator and a reminder that you can drag tasks into empty columns.Viewer Mode
If you have Viewer role on the project, you’ll see a notice at the top: “Viewer role: drag and create are disabled.” In viewer mode:- You can see all cards and their details
- You cannot drag cards between columns
- You cannot create new tasks
- You cannot delete tasks
Viewer mode is perfect for stakeholders who need visibility without editing capabilities.
Column Layout
The board uses a responsive grid layout that adapts to your screen size:- Minimum column width: 260px
- Grid adapts to the number of workflow columns
- Horizontal scroll appears when columns exceed viewport width
Best Practices
Limit WIP
Keep the number of tasks in “In Progress” manageable to maintain focus and flow. Consider setting WIP limits on your workflow columns.
Regular Updates
Move cards across the board as work progresses to keep the board current and useful for the team.
Use Tags
Add tags to cards for additional categorization that works alongside your workflow columns.
Watch Overdue
Pay attention to overdue indicators and address blocked tasks promptly.