Task Board Setup

Get Directions

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Get Directions

  1. StepChoose one workflow

    Start with one project or process, such as preparing a newsletter or organizing a workshop.

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  2. StepGather the real tasks

    Collect steps, responsibilities, deadlines, and sticking points. Agree on scope and fee.

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  3. StepBuild a simple board

    Create useful columns and clear cards. Add approved owners, dates, and checklists.

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  4. StepSet access and rules

    Confirm viewing and editing rights. Explain columns, task movement, and updates.

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  5. StepTest and hand over

    Walk through one example. Check permissions and notifications. Train the owner.

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