# Tasks and boards > Keep track of what needs doing on boards - add tasks, move them through columns, and set up boards for your own workflows. *This article is being updated.* **Tasks** is where your team keeps track of what needs doing. It's on for every business. In **Settings → Modules** it shows as **Always on**. ## Boards Tasks are organised into boards. The row across the top of the page lists every board you can see, with the number of tasks on each. A task lives on one board. - **Main Board** - every business has one. It can't be renamed or deleted. - Job boards - if your business uses **Jobs**, each project gets its own board, named after the job - a quick job gets one when you convert it to a project, or when you first link a task to it. Its pill shows the job number, and selecting the number opens the job. You can see a job's board if you can see the job. - Custom boards - boards your team makes for its own workflows. A custom board can be seen by its members, and by anyone whose role can manage boards. ## Find what you need - The two view buttons switch between the board, with a column for each stage, and a list. The list is a table you can sort by **Task**, **Status**, **Priority**, **Owner** or **Due**. Prevarro remembers the view you last picked. - **Search tasks...** finds tasks by their title. - The filter button narrows the board by **Owner** and **Priority**. **Reset filters** clears them. - **My Tasks** shows only the tasks assigned to you. **All** shows everything on the board. - The **Open**, **Due today**, **Overdue** and **Completed** tiles count the tasks shown, and you can add a **Total** tile. Select a tile to show only those tasks, and select it again to clear it. A task is overdue when its due date has passed and it isn't in a complete column. ## Add a task 1. Select **New task**, or select **Add task** at the bottom of a column to add the task straight into that column. When the board shows its groups as rows, **Add task** in a row also puts the task in that group. On a phone, it's the plus sign beside the column button. 2. Enter a **Title**. Everything else is optional: **Description**, **Owner**, **Due date**, the **Column** it starts in and its **Priority** (**Low**, **Medium**, **High** or **Urgent**). The owner starts as you, priority starts at **Medium**, and the task starts in the board's default column. Once it has a due date, **Repeat** can make it come back daily, weekly, fortnightly or monthly. If your business uses Contacts or Jobs, you can link a **Contact** or a **Job** - linking a job puts the task on that job's board. 3. Select **Create task**. To add several in a row, select **Save & Add Another** instead. ## Work on a task Select a task to open its panel. Select the title or any field to change it. - Move a task by dragging its card to another column, or by picking a column at the top of the panel. You can also drag cards up and down to put them in order. On a phone, the board shows one column at a time: pick it from the button at the top, open a task to move it, and use a card's menu to **Move up** or **Move down**. - **Mark complete** moves the task to the board's complete column. **Reopen** moves it back to the default column. - **Details** holds the description, owner, due date, priority, any linked job or contact, the board's custom fields, **Tags** and attachments. Select **Attach file** to add a file. - **Notes** is for comments. Type in **Add a comment...** and select **Post**. If your role can't post comments, you can still read them. - **Activity** shows the task's history. - Use the arrows at the top of the panel, or your left and right arrow keys, to step through the tasks on screen. **Escape** closes the panel. - **Move to board**, in the panel's menu, moves a task to another board. A job board's tasks stay on their job. - To delete a task, select the bin icon, then **Delete**. If your role can view Tasks but not change them, there's no **New task** button, cards don't drag, and the panel says so. If a task is shared with you only because it's assigned to you, you can work on it and complete it, but you can't change its owner, tags or fields, or delete it. ## Create a board If your role can manage boards, select **Board** with the plus sign at the end of the row of boards. Enter a **Board name**, pick a **Colour** and select **Create board**. The new board starts with **To Do**, **In Progress** and **Done** columns, and you're its admin. ## Manage a board Anyone whose role can manage boards can manage every board. A custom board's admins can manage that board too. On a board you manage, select **Board settings**: - **Columns** - rename them, drag them into order, add one or remove one. One column is **Default**, where new tasks land, and one is **Complete**. A column can't be both, and neither can be removed. - **Board groups** (custom boards) - lanes that group tasks across the columns. Turn on **Show each board group as its own row** to see them. Tasks with no group sit under **Unassigned**. - **Phases** (job boards) - the lanes are the job's phases, which you manage on the job. Turn on **Show each phase as its own row** to see them. - **Members** (custom boards) - **Add a member** and give them the **Admin** or **Member** role on the board. - **Custom fields** - add **Text**, **Number**, **Select**, **Date** or **Checkbox** fields. They show in the task panel for this board. On a custom board you can also change the name and colour here. Select **Save** when you're done. You can also add and rename columns on the board itself. Select the plus sign after the last column and type a name, or select a column's name to rename it. To remove a custom board, select **Delete board**. If it still has tasks, choose **Move tasks to Main Board** or **Delete tasks**. ## Tasks on jobs and contacts - A job's **Tasks** tab shows that job's board, with the same controls. **Open in Tasks** takes you to it on the **Tasks** page. - A contact's or organisation's record has a **Tasks** tab listing the tasks linked to it. An organisation's tab also lists its people's tasks. Select **Add task** to create one linked to the record. It goes on the **Main Board** unless you pick another board.