How to use the Workboard

The Workboard is your task list for a job. It’s tied to a project (job address), so all tasks for that project stay in one place — no scattered to-dos or lost notes.

Where to find the Workboard

1. From a project
   Open the project from Project Albums, then open the Workboard tab or Workboard link for that project. You’ll see tasks only for this job.

2. From the main Workboard
   If your workspace has a Workboard in the menu, you can open it to see tasks across projects. Use filters or project names to focus on one job.

What you can do

• Add tasks — Create a task with a title and optional description. Assign it to a due date or leave it open.
• Organize by status — Move tasks through columns or statuses (e.g. To do, In progress, Done) so you and your team see what’s next.
• Tie to the job — Every task is linked to a project. When you’re on the project, you see only that job’s tasks.

Why use it?

• One place per job — Tasks live with the project, so when you open the job you see photos, documents, estimates, work orders, invoices, and tasks together.
• No lost to-dos — Unlike a generic to-do app, the Workboard is job-based. When the job is done, the tasks stay in the project for reference.
• Team visibility — If you work with a crew, they can see and update tasks for the same project (depending on your plan and permissions).

Tips

• Create tasks for phases of the job (e.g. “Rough-in”, “Inspection”, “Final cleanup”) so progress is clear.
• Use the Workboard together with team chat per job — decisions in chat, actionable items as tasks.

Related: What are Project Albums?, Estimates, work orders, and invoices.