Plan work with the task board

See what needs doing, who owns it, and what is ready for the next step.

Enlarge screenshot

1. 1

   Open Tasks in a folder

   Choose a folder, then its Tasks tab. The board shows that folder’s work; changing folders changes the scope.

2. 2

   Pick a view

   Use List to scan and filter work in rows. Use Board to see work grouped by status. Switching views does not create or move tasks.

3. 3

   Make the next step concrete

   Create or open a task. Give it a clear action title, an assignee, and a due date when needed. Link the video so the person doing the work has the right context.

4. 4

   Update progress

   Move a card between board columns or change its status in task details. Filters can hide matching or nonmatching work, so clear them if a task appears to be missing.