Skip to content

Guide

Board

The improvements we have agreed to make to the app, each with an owner and a status.

  1. Every item is a card in one of three columns: To do, In progress and Done. Drag a card to move it. A card marked In review sits in In progress, and a Released card sits in Done.
  2. Open a card to set who owns it, its status, category, priority and effort, or to add a description.
  3. Use New item to add something you noticed. Save and add another keeps the form open for a whole list.

Filter by Unassigned to find the items nobody has picked up yet.

Dragging within a column reorders it only while the sort is Order. Priority and effort are sorts, not positions.

Ready to see it on your own business?

Start the free trial, or tell us what you do and we show you what we would automate first.

Get started

Log in