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Manage tasks on the board with drag and drop

Use the task board to review tasks by status and quickly move them between columns with drag and drop.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the task board

Navigate to the task board view to see all tasks grouped by their current status, such as Pending, Planned or On hold.

Open the task board

Step 2: Review task cards by status

Scan each column to review individual task cards, checking titles, priority and any indicators such as comments or dependencies.

Review task cards by status

Step 3: Start dragging a task card

Click and hold the task card you want to move, then begin dragging it towards the target status column.

Start dragging a task card

Step 4: Drop the task into a new status column

Release the card over the target column to update the task status, automatically moving it into that column.

Drop the task into a new status column

Step 5: Confirm the task status change

Check that the task now appears in the new column and that the board reflects the updated status for reporting and tracking.

Confirm the task status change


Last updated: 2026-09-01