✔️ Available (with limits) on all subscriptions.
See "Before you start" below for feature limits.

What
Create new tasks (also known as cards) in a project's Board view.

Board view uses columns to represent points of progress — you move task cards through the columns as you work towards project completion.
Why
  • Visualize your workflow for a clear path of task progression and team responsibilities. 
  • Create tasks in the phase most relevant to the work required.
  • Move tasks through the key phases as work progresses.  
Who
  • Site admins can add tasks to, move tasks between, or remove tasks from columns.
  • Standard users, client users, and collaborators can access Board view on projects they have permission to view tasks on. They will only see tasks (cards) they have permission to view.
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create new cards and move their assigned tasks between columns)
    • Edit all tasks (allows users to move all users' tasks between columns)
When
When you need a create work for specific project phases.
What
Create new tasks (also known as cards) in a project’s Board view.

A project’s Board view uses columns to represent points of progress — you move task cards through the columns as you work towards project completion.
Why
  • Visualize your workflow for a clear path of task progression and team responsibilities. 
  • Create tasks in the phase most relevant to the work required.
  • Move tasks through the key phases as work progresses.  
Who
  • Site admins can add tasks to, move tasks between, or remove tasks from columns.
  • Standard users, client users, and collaborators can access Board view on projects they have permission to view tasks on. They will only see tasks (cards) they have permission to view.
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create new cards and move their assigned tasks between columns)
    • Edit all tasks (allows users to move all users' tasks between columns)
When
When you need a create work for specific project phases.

Before you start

  • Free Forever subscriptions are limited to 3 Board view columns with 10 cards populated in each column on each project.

Cards vs tasks 

  • Tasks are the actual work item you create to manage work in Teamwork.com. Tasks can be viewed in List, Table, Gantt, and Board views.
  • Cards are a visual representation of those tasks in Board view.

Board view is designed to make it easier to move tasks (cards) through different stages of a workflow.
  • Updates made to cards in Board view are reflected in each task view and vice versa. Archiving completed cards in Board view is an exception — this does not archive tasks in any other view.
      
💡 Cards highlighted with a green border are assigned to you.

Create a card 

Once a project’s Board view has active columns, you can create new cards (tasks) on these columns. Remember, cards are tasks — any cards created appear in all other task views.

📝 If a card is created with no task list assigned, it is assigned to an auto-generated Cards task list.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Select the Board tab in the project’s navigation menu. The Board tab might be hidden under the More... section.
  4. Scroll to the column you want to add a card to.
  5. Click the + icon in the column’s top right. You can also click Add a card at the bottom of a column.


     
  6. Enter the card (task) title.


     
  7. Populate the task’s key details:
    1. Choose a task list.
    2. Assign a user or team.
  8. Click the relevant property icon below the text field to apply additional properties:
    1. Set a start and due date.
    2. Assign priority.
    3. Choose a percentage of progress.
    4. Apply tags.
    5. Add estimated time.
  9. Click Save.

The card is added to the selected column. The task is visible in each task view and denotes the assigned column.
 
💡 Use shortcodes in the card title to populate certain properties such as tags, priority, dates and more.

Add existing tasks to columns

Add the project’s existing tasks to Board view columns using the tasks backlog panel.

  1. Click Jump to in Teamwork.com's left navigation menu.
  2. Search for and select a project.
  3. Select the Board tab in the project navigation menu. The Board tab might be hidden under the More... section.
  4. Click Show backlog in the view's top left. If you ever want to close the backlog, just click Hide backlog.

    Image Placeholder
     
  5. Search for the relevant task(s). Use the filters to refine the tasks shown based on task type.
    1. You can also click the subtask count link on a parent task to reveal its subtasks and select them individually.
       
      Image Placeholder
  6. Next, choose which task(s) to move:
    1. Move a single task: Click the set of dots (Image Placeholder) on a task's left and drag the task to the required column.
    2. Bulk move:
      1. Check the box on the left of each task you want to move to highlight them. Alternatively, check the box on a task list name's left to select all of its tasks.
      2. Click the set of dots () on a task's left and drag the highlighted group of tasks to the required column.

The selected card are moved to the column. The column name is displayed beside the tasks in List and Table view.

💡 Bulk add tasks to a column
Click the ... (ellipsis) at the top of a column and select Add Multiple Tasks.

Subtasks

Tasks are treated independently in Board view.

  • Backlog: Parent tasks and subtasks are listed separately in the backlog.
    • Use search to locate subtasks by name or click the subtask count link on a parent task to reveal its subtasks.
  • Columns: 
    • Parent tasks and subtasks need to be added to columns individually. A subtask can be added to a different column to the one its parent task is associated with.
    • A blue circle on a parent task card’s left denotes how many subtasks the task has.
      • Click the card to open a task details quick view which shows the task and its associated subtasks.

Best practices

  • Review regularly: Use Board view during project meetings to assess how work is progressing through the project's key stages and identify any bottlenecks.
  • Update as you go: Once all required work is carried out for a task's current stage, move the task along to the next column in the Board.

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.