Follow work on a task board

A task board shows the tasks in a workspace as lanes of cards, so you can see what is waiting on whom at a glance.

When to use this

• You track tasks, cases or follow-ups in a workspace and want one view of where each one stands.
• You want to see what moved since your last visit without reading every task.

Before you begin

• A workspace with tasks in it, and at least the Reader role on it. To mark tasks done or add tasks, you need Writer.

Build a board

1. On Home, ask the agent for a board, for example: "Make a task board for Client onboarding, tagged by client."
2. The agent asks once before it saves the board.
3. The board opens on the Desk. Find it again later under Reports, or from the workspace.

A saved board stays live: it refreshes with the current tasks.

Read the board

• Cards sit in lanes: To do, In progress, Waiting and Done. Figures above the lanes count what is overdue and what was done this week.
• A card shows its due date, an overdue badge when it is late, and a tag such as its client or owner.
• Click a card to read the task in the same Desk tab. Choose Ask about this to ask the agent about it.
• Use Add task, Refresh and Open the task list from the board itself. Mark done on a card saves the change to that task.
• On a phone or a narrow Desk, the board shows one lane at a time under a status switch.

See what changed

When you open a saved board, each card that moved, was added or was updated since your last visit carries a dot and a line saying what happened. Choose Show only changes to narrow the board to them. Opening a card clears its mark.

If something fails

• An older board does not refresh — ask the agent to save the board again. It saves as a live board.
• You cannot mark a task done — your role on that workspace is Reader. Ask a workspace admin for Writer access.

See also

• Work with Patchnet from your AI tool
• Create and share a workspace