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Help Center / Projects & work / Tasks and the Kanban board
Tasks and the Kanban board
Break projects into tasks, move them across four stages, and control what clients see.
Each project has a Kanban board your team works from. Your client sees a simpler, read-focused view of the same tasks, so they always know what's in progress.
Task columns
- To Do
- In Progress
- In Review
- Done
Drag a task to a new column to change its status. The change shows in the client's portal and updates the project's progress.
A task's details
| Field | What it does |
|---|---|
| Title | Required. What needs doing. |
| Project | Which project it belongs to. |
| Priority | Low, Medium, High or Urgent, shown as a colored dot. |
| Due date | Appears on calendars and on the dashboard's deadlines. |
| Milestone | Links the task to a milestone so it counts toward that milestone's progress. |
| Assign to | A team member responsible for it. |
| Description | Any extra detail. |
| Internal only | Hides the task from the client portal. Visible to your team only. |
Use Internal only for the behind-the-scenes work, like "chase supplier" or "review pricing", that clients don't need to see.
Seeing all your tasks
The Tasks app gives you one list of every task across all projects, with a project filter, so your team can see their whole workload at once. It's separate from each project's own board.
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