Task boards

A task board holds work as cards that move from column to column: To do, Doing, Blocked and Done to begin with. What sets a Wikidoc board apart is that a card can link to the document, process map, checklist or goal it’s about, so the work and the instructions for it sit together.

Before you start

Task boards are on the Team plan. Everyone in your organization can open Task in the sidebar. Viewers can read cards and comment on them, but can’t create boards or add, edit or move cards. If your plan ends, existing boards stay readable.

Kinds of board

Every board has one of five kinds, chosen when it’s made. The kind decides who can open it.

Kind	Who can open it	Who can make one
Personal	Only you. Admins can’t see it either.	Editors, Managers and Admins
Shared	The people you add to it	Editors, Managers and Admins
Team	Everyone on one team, plus anyone you add	Editors, Managers and Admins, for a team they’re on (Admins: any team)
Department	Everyone in one department and its managers, plus anyone you add	Managers and Admins
Everyone	Your whole organization	Managers and Admins

Admins can open every board except personal ones. Whoever makes a board manages it: they can change its columns and tags, add and remove people, and archive or delete it. Admins can do the same on any board they can open.

Click Task in the sidebar to see your boards, grouped by kind. Each shows how many cards are open and how many people can open it. A yellow number means cards have changed since you last looked.

Your boards, grouped by who can open them.

Create a board

1. Click Task in the sidebar, then + New board.

2. Give it a Name and, if you like, a Description.

3. Under Who can see it, choose the kind of board. For a team or department board, pick which one.

   

   Choose carefully: a board's kind can't be changed later.

4. Click Create board. It opens with four empty columns.

A board’s kind can’t be changed after it’s made. To let more people in, add them to it (see Share a board and manage its members). A personal board can’t take anyone else, but you can copy its cards onto a new shared board with Duplicate to a shared board.

Change a board’s columns and tags

On the board, click ⋯, then Settings. You can:

• Rename, add, reorder and delete columns. Deleting a column asks where its cards should go.
• Choose Which column means finished. Cards there count as done.
• Choose which columns send an email when a card arrives in them (Email when a card arrives in). The email goes to the card’s assignees and watchers, not to whoever moved it. New boards email for Blocked and Done, and the finished column always does.
• Rename, recolor, add and delete tags. New boards start with Bug, Improvement, Admin, Customer and Compliance.

Click Save when you’re done.

Other things you can do with a board

The board menu. What you see depends on whether you manage the board.

• Copy board link: a link to send someone who can already open the board. The link on its own lets nobody in.
• Mute this board: stop emails from this board without leaving it.
• Export as CSV: download every card, for a spreadsheet.
• Archive board: make it read-only and move it to Archived on the Task page. You can restore it later.
• Delete board: remove it and its cards for good. Only the person who made it, or an Admin, can delete a board. A personal board can only be deleted by its owner.

Related

• Create, assign and move tasks
• Share a board and manage its members
• Teams and team workspaces
• Roles and permissions