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Quick start

Team board

Two minutes, the core loop only. For everything else, see the full manual.

The Team Board brings together boards, topics, and tasks so you can see what everyone is working on, group related work, and track progress at a glance.

  1. Team 1 team People, plus every board below it.

    A team is your people and all their work

    A team includes your team members and all boards within the team. People can work across multiple boards, and the Team Board gives you a single view of it all.

  2. Boards 1 team → many boards Every board belongs to exactly one team.

    Boards separate work by purpose

    Create multiple boards for different initiatives, departments, or ways of working. Each board belongs to exactly one team.

  3. Topics Optional Group a board's cards into sections.

    Topics keep work organized

    A topic belongs to exactly one board. Use topics to group related tasks, phases, or areas of focus. Topics are optional, and a board can have none, one, or many.

  4. Tasks Many : many Actionable work owned by a person.

    Tasks can appear on multiple boards

    A task isn't a leaf inside a board — it's owned by one person, and can appear on several boards at once, each appearance carrying its own optional topic.

A task on more than one board is normal

The same piece of work can be visible in more than one board or topic. Sharing it onto a second board doesn't copy or move it, and taking it off one board never takes it off any other — it's the same task wherever it shows up.

Why use multiple boards?

  • Separate initiatives, departments, or teams
  • Tailor workflows to different needs
  • Keep focus with topics and clear ownership
  • Get a complete view of team work in one place

The big picture

Team → Boards → (Optional) Topics → Tasks. One team, many boards. Each board can have many topics. Tasks can appear on multiple boards. People own the work.

Full quick start

How the pieces fit together

Most tasks aren't part of any of this — a task has no team, board or topic until you put it on one. For the ones that are: boards, topics and tasks come together here so you can see who's doing what, group related work and track progress at a glance.

  1. Team People, plus every board below it. 1 team

    A team is your people and all their work.

    Your team members, plus every board below it. People can work across several boards, and the Team Board gives you a single view of it all. Every team also has exactly one OKR space (1 : 1) — switched on for the whole team, not created board by board — holding however many objectives and key results it needs.

  2. Boards Every board belongs to exactly one team. 1 team → many boards

    Boards separate work by purpose.

    A team can hold more than one — for different initiatives, departments or ways of working — and each one belongs to exactly one team. Its lanes, the status columns work moves through, are a separate axis and aren't part of this chain.

  3. Topics Group a board's cards into sections. Optional

    Topics keep work organized.

    A topic belongs to exactly one board — never shared between boards. Use them to group related tasks, phases or areas of focus; a board can have none, one or many.

  4. Tasks Actionable work owned by a person. Many : many

    Tasks can appear on multiple boards.

    A task isn't owned by a board — it's owned by one person (others can watch it, not own it), and can appear on several boards at once, each appearance carrying its own optional topic. Taking it off one board never removes it from any other.

A task on more than one board is normal

The same piece of work can be visible on more than one board, each with its own topic. Sharing it onto a second board doesn't copy or move it, and taking it off one board never takes it off any other — it's the same task wherever it shows up.

Why use multiple boards?

  • Separate initiatives, departments, or teams
  • Tailor workflows to different needs
  • Keep focus with topics and clear ownership
  • Get a complete view of team work in one place

The big picture

Team → Boards → (optional) Topics → Tasks. One team, many boards; each board can hold many topics. Tasks can appear on several boards at once, and people own the work throughout.

  1. Pick the team, then the board. A team owns one or more boards, so the Team dropdown decides which boards the Board dropdown offers. All boards shows every board's lanes at once, read-only, until you pick one to add work to.
  2. Add work to a lane. Click Add task in any column, type a title, press Enter. Owner is a real teammate and routes the task to their own My Tasks; Assignee is just a label — you can name someone with no account.
  3. See who owns what without opening anything. The By assignee strip above the board is a live filter — click a person to see just their work.
The team board's context bar. A View row of Board, Owned, Completed and Archived tabs, each with a count. Below it a Team picker reading Northwind Digital, a people button, a Board picker reading Platform, a Group by picker reading Topic, a Mine toggle, and on the right Filters, a grayed-out Clear all, and More. The team board's context bar. A View row of Board, Owned, Completed and Archived tabs, each with a count. Below it a Team picker reading Northwind Digital, a people button, a Board picker reading Platform, a Group by picker reading Topic, a Mine toggle, and on the right Filters, a grayed-out Clear all, and More.
The bar that decides what you are looking at: which View, which Team, which Board. Everything below it answers to these.
The By assignee strip and the board below it. The strip shows a card per person — Bob Smith, Dana Okafor, Kate Ross, Priya Nair, Sam Rivera and Unassigned — each with a percentage complete. Under it the board is grouped into topics, Rollout and Reporting, each with To do, In progress, Review and Done lanes; the Done lane carries a green Completes tasks flag, and every lane ends in an Add task row. The By assignee strip and the board below it. The strip shows a card per person — Bob Smith, Dana Okafor, Kate Ross, Priya Nair, Sam Rivera and Unassigned — each with a percentage complete. Under it the board is grouped into topics, Rollout and Reporting, each with To do, In progress, Review and Done lanes; the Done lane carries a green Completes tasks flag, and every lane ends in an Add task row.
The assignee strip, then the board itself — topics down the side, your lanes across. The lane marked Completes tasks is this board's finish line.

Widen a busy lane

Every lane's header carries a columns button, next to its count — press it to show two card columns instead of one, right where you're already looking. It's for this visit only: leaving the page puts every lane back to a single column, so nothing about the board's layout is saved on your behalf.

A To do lane widened to two card columns, its columns button pressed at the top right beside its count of 4. Four cards fill the two columns: Draft the launch announcement, Confirm the migration window, Update the FAQ page and Proofread the customer email, each with an assignee and a due date, followed by an Add task row. A To do lane widened to two card columns, its columns button pressed at the top right beside its count of 4. Four cards fill the two columns: Draft the launch announcement, Confirm the migration window, Update the FAQ page and Proofread the customer email, each with an assignee and a due date, followed by an Add task row.
One lane, widened. The same four cards that were a single narrow column now read at a glance in two.

Good habits

Words you'll see

Team
Owns people and one or more boards.
Board
One workspace of lanes and tasks, belonging to exactly one team.
Swimlane
A board's own status columns — every board names its own.
Topic
A label used to group cards into sections on the board.

Want more detail — roles, exporting, importing a spreadsheet? Open the full manual →