How to run a kanban board: tasks, ideas, and tickets
Open Projects in the left sidebar. This is the shared delivery board. Your own tasks also appear under My → Tasks. A red badge usually means you have Urgent Active tasks still sitting in To Do.
How to open a project
- Use the left tree: divisions, teams, projects.
- Click a project. Its board loads.
- The breadcrumb shows Page → team → project. Click a crumb to move up.
- Hover a folder to add a child when you have access. Header + opens the full create form for the view you are on (task, idea, or ticket).
How to add and move a task
The board shows only Active work. Columns are status: To Do, In Progress, Done. Backlog and Closed stay on List.
- Type a title at the bottom of a column and press Enter (quick add). Paste several lines to add several tasks. If more fields are required, they appear in the same box.
- Or click + on a column header to start a task already in that status.
- Drag the card to change status. Drag the column grip to reorder columns. Trash removes an empty custom column. Leads can Add a column.
- Filter, sort, group, and search sit on the list toolbar. Search opens an inline field. Escape closes it.
Example: type “Send the contract” in To Do, press Enter, drag it to In Progress when legal starts.
How to open a task
- Click the card. The right-hand panel opens. Cards show title, owner, type, priority, and due date.
- Edit fields in the panel. They save as you go.
- Stage (Active / Backlog / Closed) lives on the panel, not on the column names.
- The ⋮ menu runs actions: start work, move to backlog, request approval, delete. What you see depends on status and your role.
- Comments, activity, and files sit under the fields. Type @ and a name to notify someone.
- Copy link, expand, or close from the panel header.
Example: open the card, set Friday as the due date, mention legal in a comment.
How to use ideas, tickets, and the other views
- Open the Ideas view. Decide there. Delivery happens on a linked task, not on the idea card. Turn an idea into a task when you are ready to ship. Quick add works the same as on the task board.
- Open Tickets for intake (problems, questions, requests). Full steps: Tickets. Forms can create tickets. Same board tools: quick add, drag, filter. Escalate a ticket when it becomes real delivery work or a discovery idea.
- Overview is charts for this project: work status, delivery, idea funnel, ticket queue, workload. Click a slice when it is wired to open that list.
- List is the full table, including Backlog and Closed. Group by stage. Edit status or owner in the row.
- Timeline is the schedule. Drag to change start and end dates. Tasks without dates sit to the side until you give them one.
- Settings (default priority, type, stage, and status for new tasks) is for leads and above. Those defaults apply tenant-wide for the PM module, not only this project.
How to use project chat
- Open the project chat. This is not the header sparkles drawer.
- Type at the bottom. Check Ask to and pick an agent when you want a one-shot answer. The checkbox clears after you send.
Sparkles or Ctrl/Cmd+J opens the Projects assistant for this page. Those are different conversations. Full steps: How to use the page assistant.
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