{"id":628,"date":"2025-08-01T09:49:45","date_gmt":"2025-08-01T09:49:45","guid":{"rendered":"https:\/\/comng.ai\/ws\/?post_type=wz_knowledgebase&#038;p=628"},"modified":"2025-08-01T13:36:44","modified_gmt":"2025-08-01T13:36:44","slug":"managing-your-workflow-with-the-task-board","status":"publish","type":"wz_knowledgebase","link":"https:\/\/comng.ai\/ws\/knowledgebase\/managing-your-workflow-with-the-task-board\/","title":{"rendered":"Visualizing Your Workflow with the Task Board"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Managing Your Workflow with the Task Board<\/h3>\n\n\n\n<p><strong>Audience:<\/strong>&nbsp;All project members.<\/p>\n\n\n\n<p><strong>Goal:<\/strong>&nbsp;To explain how to use the Kanban-style Task Board to visually track and update task statuses using a simple drag-and-drop interface.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The&nbsp;<strong>Tasks Board<\/strong>&nbsp;provides a highly visual, Kanban-style way to manage your project&#8217;s workflow. It allows you to see the status of all tasks at a glance and update them just by dragging and dropping. To get started, click on&nbsp;<strong>Tasks Board<\/strong>&nbsp;in the left-hand menu.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Understanding the Board Layout<\/strong><\/h3>\n\n\n\n<p>The board is organized into columns, each representing a different status in the task lifecycle.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"ececed\" data-has-transparency=\"false\" style=\"--dominant-color: #ececed;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90-1024x533.avif\" alt=\"\" class=\"wp-image-629 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90-1024x533.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90-768x400.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90-1536x799.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-90.avif 1906w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Status Columns:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Pending:<\/strong>&nbsp;Tasks that have not yet been started.<\/li>\n\n\n\n<li><strong>In Progress:<\/strong>&nbsp;Tasks that are actively being worked on.<\/li>\n\n\n\n<li><strong>Completed:<\/strong>&nbsp;Tasks that have been finished.<\/li>\n\n\n\n<li><strong>Overdue:<\/strong>&nbsp;Tasks that have passed their due date without being completed.<\/li>\n\n\n\n<li><strong>Canceled:<\/strong>&nbsp;Tasks that are no longer relevant and have been canceled.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Task Cards:<\/strong>&nbsp;Each card on the board represents a single task. The card displays key information such as the task title, type, assigned member, and due date.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. The Power of Drag and Drop<\/strong><\/h3>\n\n\n\n<p>The primary way to interact with the Task Board is by dragging and dropping cards.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click and hold on any task card.<\/li>\n\n\n\n<li>Drag it from its current column to a new one that reflects its updated status. For example, drag a card from &#8220;Pending&#8221; to &#8220;In Progress&#8221; when you begin working on it.<\/li>\n\n\n\n<li>Release the mouse button to drop the card in the new column.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eceded\" data-has-transparency=\"false\" style=\"--dominant-color: #eceded;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91-1024x534.avif\" alt=\"\" class=\"wp-image-630 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91-1024x534.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91-1536x801.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-91.avif 1904w\" \/><\/figure>\n\n\n\n<p>This single action is incredibly powerful:&nbsp;<strong>it automatically updates the task&#8217;s status everywhere else in the project<\/strong>, including the main Task List, the Project Overview dashboard, and all related reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Filtering and Searching<\/strong><\/h3>\n\n\n\n<p>If your board has many tasks, you can easily narrow down the view to find what you&#8217;re looking for.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the dropdown menus at the top to filter the visible tasks by&nbsp;<strong>Type<\/strong>&nbsp;or by assigned team&nbsp;<strong>Member<\/strong>.<\/li>\n\n\n\n<li>Use the&nbsp;<strong>Search tasks&#8230;<\/strong>&nbsp;bar to quickly find a specific task by its title.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Exporting a Snapshot of Your Board<\/strong><\/h3>\n\n\n\n<p>Need to include the current project status in a presentation or a report? You can easily export a picture of the Task Board.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the&nbsp;<strong>Export View<\/strong>&nbsp;button at the top right of the page.<\/li>\n\n\n\n<li>This will immediately generate and download&nbsp;<strong>an image file (.png or .jpg)<\/strong>&nbsp;of the entire board as it currently appears, including all columns and task cards.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/comng.ai\/ws\/knowledgebase\/from-ideas-to-insights-using-the-whiteboard\/\">From Ideas to Insights: Using the Whiteboard<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Explain how to use the Kanban-style Task Board to visually track and update task statuses using a simple drag-and-drop interface<\/p>\n","protected":false},"author":1,"featured_media":629,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"wzkb_category":[148],"wzkb_tag":[219,149,155,223,221,220,218,222,161],"class_list":["post-628","wz_knowledgebase","type-wz_knowledgebase","status-publish","has-post-thumbnail","hentry","wzkb_category-basic","wzkb_tag-kanban-board","wzkb_tag-project-management","wzkb_tag-project-managers","wzkb_tag-project-productivity","wzkb_tag-task-board","wzkb_tag-task-organization","wzkb_tag-task-tracking","wzkb_tag-visual-workflow","wzkb_tag-workflow-management"],"_links":{"self":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase"}],"about":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/types\/wz_knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/comments?post=628"}],"version-history":[{"count":3,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/628\/revisions"}],"predecessor-version":[{"id":703,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/628\/revisions\/703"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media\/629"}],"wp:attachment":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media?parent=628"}],"wp:term":[{"taxonomy":"wzkb_category","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_category?post=628"},{"taxonomy":"wzkb_tag","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_tag?post=628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}