---
title: Boards
description: Track the jobs that are not orders on a work board.
lastUpdated: 2026-10-16
order: 4
---

Track the jobs that are not orders on a work board. A board is a row of columns. Each card is a task. Drag a card across to move the task to the status that column stands for. A task takes an assignee, a due date, a priority and watchers. It also points at the order, contact, item, location or other task it is about. That ties the work to its record. Tasks also have a separate list. Its saved views show open tasks and each status, from Assigned to Completed. Tick tasks or boards to edit, move or delete them together. Save a list's filters, search, sort and columns as a view, and import or export tasks and boards as a CSV file.

## In this section

- [Work boards and tasks](/docs/boards/overview.md): Browse your work boards and every task in two tabs, each with saved views, bulk actions and a create button.
- [Bulk actions on tasks and boards](/docs/boards/bulk-actions.md): Tick tasks or boards in a list, or select cards on a board, then edit, move or delete them together after a check of which ones will change.
- [Importing and exporting tasks and boards](/docs/boards/import-export.md): Download your tasks or boards as a CSV file from the Actions menu, and import a file with the same columns to create or update them.
- [Creating a work board](/docs/boards/work-boards-create.md): Create a work board with a title, a description and the team that decides who can change it.
- [Columns and cards](/docs/boards/columns.md): Add, rename, sort, collapse and reorder a board's columns, and drag cards between them to change a task's status.
- [Editing and deleting a work board](/docs/boards/settings.md): Change a board's title, description or team from Edit, and delete it or open its audit history from More Actions.
- [Creating and editing a task](/docs/boards/tasks-create.md): Create a task with a title, a due date, a priority and a place on a board, and change any of it later from the same form.
- [Assignees, watchers and status](/docs/boards/tasks-assign-watch.md): Set who a task belongs to, follow it as a watcher, and move it through assigned, in progress, on hold and completed.
- [Parent records and task numbers](/docs/boards/tasks-parent-links.md): Link a task to the order, contact, item, location or task it is about, and copy its T-number from the header.
- [Tags and notes on a task](/docs/boards/tasks-tags-notes.md): Tag a task so a board's search finds it, and keep notes and files on its timeline.