Create a task board and organize sections

Create an account task board, add sections, and set who can use each part of the board.

Create another task board when one client account needs a separate stream of work. Use sections to show stages or groups inside that board.

Before you start

A team member needs access to the client account.
Portal users cannot create or manage task boards.
An account can have up to five active standard task boards. A protected service-request board may use one extra active slot.
Every account must keep at least one active board. Every board must keep at least one active section.

Create a task board

Open the client account's Tasks area or open it from Task Center → Task Boards.
Open the board menu and choose the create-board action.
Enter a Board name. The name is required and can be up to 100 characters.
Select Create Board.

The board opens after it is created. It starts with a To Do section. New boards also start with Overview, Table, Board, and Date views. Board is the default view, and Overview starts hidden from clients.

Creating another board does not change the account's default board. Use the board menu and select Set as default when the new board should open first.

Add and arrange sections

Open a section menu to:

change its name or color.
show or hide its progress bar.
insert a section above or below it.
change client access.
make the section read-only for clients.
move the whole section to another active board in the same account.
delete the section.

Drag section headers to change their order. In Board view, sections appear as columns.

When you delete a section, its active tasks are archived. The final active section cannot be deleted.

Set section access

Team members can open a section's visibility settings and choose:

Visible: account members can see the section, subject to the board and task rules.
Hidden from portal: team members can see it, but portal users cannot.
Restricted access: only selected account members and the workspace owner can see it.

The person saving a restricted section and the workspace owner stay selected so they cannot be locked out. When access gets narrower, Sydnee removes blocked people from assignee and collaborator roles on tasks in that section.

The section's read-only setting is separate. A client can see a read-only section but cannot change its tasks. Clients can still comment on tasks they can see.

Set board access and lifecycle

Open Task board settings or Manage all task boards. Board access choices are:

Everyone: team members and portal users in the account.
Team only: hidden from portal users.
Custom: selected account members only.

You can also rename the board, make it the default, manage board tags, or change its Progress Overview setting.

Archiving a board moves it to Archived boards. If it was the default, another active board becomes the default. Restore it from Manage all task boards. The last active board and the protected service-request destination remain active.

What your client sees

Clients see only active boards allowed for their own account user. A hidden or unapproved board looks missing. The current portal can open authorized boards, but clients cannot create, duplicate, reorder, archive, restore, delete, or configure boards.

Fix a common problem

Create or Restore is unavailable: the account may be at its five-standard-board limit. Archive another standard board first.

Someone cannot see a section: check the board access, the section's hidden setting, and both Custom access lists. A collaborator follows the same access rules.

Delete is unavailable for a section: the board must keep one active section. Add another section first.