How to manage project tasks on the board
It helps to see a project's tasks in one place: what is in progress, what is waiting on the client, what is overdue. In ArchiBoard tasks live on a board in «Phases & schedule». You can move them between statuses, group them by role and stage, or view them on a Gantt chart.
- 1
Open the board
Open the project → «Phases & schedule». In the «Mode» switch, choose «Board». «Timeline» shows the same tasks on a Gantt chart.
- 2
Create a task
Click «Add task». Fill in the «Title» and, if needed, «Description», «Role», «Assignee», «Room» and «Phase».
- 3
Set the deadline
Enter a «Deadline» as a date or a «Duration (work days)». ArchiBoard works out the deadline, skipping weekends.
- 4
Move tasks between statuses
Drag a card to another column to change its status. To edit a task, click «Edit».
- 5
Group and filter
In «Grouping», choose «By status», «By role» or «By phase». The «Role» and «Room» filters leave only the tasks you need.
Good to know
- ArchiBoard's automatic tasks also appear on the board and close themselves once the step is done.
- Overdue tasks are marked «Overdue».
- You can create a task for an item straight from the estimate row.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.