Boards and cards
The pieces
- A board is one project or one part of your life. You can hold many boards, and each is private.
- A board is a row of columns — a new board starts with Inbox, Ready, Doing, Waiting and Done. Rename, add, remove and reorder them in Settings.
- A card is one piece of work. It holds a title, notes, a due date, a checklist of steps, links and comments.
- Labels belong to one board and colour a card. A project groups cards on one board. The filter row narrows the board to one project.
Working a card
Select the plus in a column to make a card there. Drag a card to move it on a desktop. On a phone, drag from the six-dot grip in its corner, or use the Move buttons in its editor. There is no Save button: every edit saves itself as you make it. Archive a card to put it away without deleting it; archiving keeps its steps, links and comments.
Handing work over
Every card names whose turn its next step is: yours, one of your agent keys, or no one. Open the card and use the Next step chooser to hand it over; a comment you write at the same time posts with the hand-over. A card waiting on an agent wears a chip with the agent's name.
Finding a card
Search in the header looks through card titles, notes and checklist steps across all your boards. A card can also move to another board. The editor's Move board button asks for the board, column and project. It names any labels that would be left behind before you confirm.