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Goals & Task Management4 min read

The Task Board

Track work on a Kanban board grouped by goal

Overview

Tasks live on a Kanban board so you can see the status of every piece of work at a glance. Cards move through four columns - To Do, In Progress, Under Review, and Completed - and are grouped under the goal they belong to.

The Columns

Every task sits in one of four status columns:

  1. To Do - work that's been created but not started
  2. In Progress - work currently being done
  3. Under Review - work awaiting approval or feedback
  4. Completed - finished work, with a full audit trail of who did what and when

Grouping by Goal

Tasks are grouped under the goal they move forward, with a separate 'No Goal' group for unlinked work. Each group shows its own set of columns and counts, so you can see exactly how much work each goal has in flight and what's done.

Moving Tasks

Drag a card from one column to the next as work progresses, or change the status field inside the task's detail panel. The board and the linked goal's progress update automatically.

Focus Mode

Switch on Focus to narrow the board to just your tasks, so you can concentrate on what you own without the noise of the whole team's work.

Use the Create button to add a task straight into a column - it opens the detail panel pre-set to that status so you can fill in the description, assignee, due date, and linked goal in one go.