Task Boards

Give your groups a visual way to organize and track work. Each board is a Kanban-style layout with columns and cards that you can drag between columns as work progresses.

Overview

Task Boards are organized around four building blocks:

• Boards - A board belongs to a group and acts as a workspace for a project or area of responsibility (e.g., "VBS Planning" or "Building Maintenance").

• Lists - Columns on a board that represent stages or categories (e.g., "To Do", "In Progress", "Done"). You can create as many lists as you need.

• Tasks - Individual cards on a list. Each task has a title and can include a description, due date, assignees, labels, checklists, and comments.

• Labels - Colored tags you create at the board level and apply to tasks for quick visual categorization.

Prerequisites

Task Boards live inside groups. To see and use them, two things must be true:

1. Group Posts must be enabled for your account. This is an account-level feature that an administrator enables in account settings.

2. Task Boards must be enabled for the specific group. An admin turns this on from the group's Task Boards settings page in the admin panel.

Once both are enabled, group members will see a Task Boards link in the member app navigation.

Getting Started

1. Enable Task Boards for a Group

An administrator enables Task Boards on a per-group basis:

1. Go to Admin > Groups and select a group.

2. Click Task Boards in the group sidebar.

3. Check Enable Task Boards and save.

Disabling this setting hides Task Boards from the group but does not delete any existing boards or tasks.

2. Create a Board

1. In the member app, navigate to your group and click Task Boards.

2. Click New Board.

3. Enter a name and optional description, then click Create Board.

The board opens with an empty Kanban view.

3. Add Lists

Lists are the columns on your board. Common setups include "To Do / In Progress / Done" or any workflow that fits your project.

1. On the board, click Add another list on the right side.

2. Type a name and click Add List.

3. Repeat to add as many lists as you need.

4. Drag list headers left or right to reorder them.

You can rename a list at any time using the menu on its header. You can also archive a list to hide it without deleting its tasks.

4. Create Tasks

1. At the bottom of any list, click Add a task.

2. Type a title and press Add Task.

3. The new task appears as a card in the list.

4. Click the card to open its detail view and add more information.

Working with Tasks

Click any task card to open its full detail view. From here you can manage everything about the task.

Title and Description

Click the title or description area to edit them inline. The description supports longer notes about what needs to be done.

Assignees

Assignees are the people responsible for a task.

• Click Join to assign yourself, or click the + button next to Assignees to add other group members.

• Assigned members appear as avatars on the task card in the board view.

• You can remove yourself by clicking Assigned (which toggles back to unassigned).

Due Date

Set a due date to track deadlines:

• Click Set due date in the sidebar and pick a date from the calendar.

• Overdue tasks are highlighted in red on the board.

• Tasks due today are highlighted in orange.

• Click the X next to a date to clear it.

You can also set a Start Date by opening the Dates modal from the task detail view.

Labels

Labels are colored tags for categorizing tasks (e.g., "Urgent", "Waiting", "Design").

1. Click the + next to Labels in the sidebar.

2. Select an existing label to toggle it on or off, or click Create new label to make one.

3. Choose a name and color, then click Create.

Labels are shared across all tasks on the same board. They appear as colored badges on the task card in the board view.

Checklists

Checklists let you break a task into smaller steps and track completion progress.

1. Click Checklist in the task toolbar to add a new checklist.

2. Give the checklist a name (e.g., "Setup Steps").

3. Click Add an item to add individual items.

4. Check items off as they are completed. A progress bar shows the percentage done.

5. Drag items to reorder them within a checklist.

A task can have multiple checklists. A checklist icon appears on the task card when checklists are present.

Comments

Leave comments on a task to discuss progress, ask questions, or share updates.

1. Click the Write a comment area at the bottom of the task detail view.

2. Type your comment and click Comment.

3. Comments appear in a timeline along with activity entries.

4. You can delete your own comments.

A comment count appears on the task card in the board view.

Activity

Every change to a task is logged automatically -- title changes, members added or removed, labels applied, list moves, and more. Click Show details in the Comments and Activity section to see the full history alongside comments.

Archiving and Deleting

• Archive - Hides the task from the board without deleting it. Use this for completed work you want to keep for reference.

• Delete - Permanently removes the task. This cannot be undone.

Both options are available from the overflow menu on the task detail view.

Moving Tasks

Drag task cards between lists to move them through your workflow. For example, drag a task from "To Do" to "In Progress" when work begins, then to "Done" when complete.

You can also drag tasks up and down within a list to reorder them.

Filtering

The board view includes filters to help you focus:

• Assigned to me - Shows only tasks where you are an assignee.

• Watching - Shows only tasks you are watching.

Click the Filters button at the top of the board to toggle these. An active filter count badge appears when filters are applied. Click the X button to clear all filters.

Watching Tasks

Watching a task lets you follow its activity without being assigned to it. Click Watch on a task to start watching, or Watching to stop.

Board Settings

Click Settings at the top of a board to access board-level options:

• Board Name - Rename the board.

• Description - Update the board description.

• Archive Board - Hide the board from the group. Archived boards appear in a separate section on the group's Task Boards page and can be restored at any time.

• Delete Board - Permanently delete the board and all its lists, tasks, and data. This cannot be undone.

Viewing All Your Boards

The Task Boards page in the member app navigation shows all boards across all of your groups in one place, organized by group. This gives you a quick overview without having to navigate into each group individually.

Board Managers

Boards and lists can optionally be restricted to specific managers. When manager restrictions are set, only designated users can make structural changes like renaming lists, archiving, or managing board settings. All group members can still create and edit tasks.

If no managers are specified, any group member can manage the board.

Mobile App

Task Boards are fully accessible from the Lightpost mobile app. You can browse boards, create and edit tasks, manage checklists, add comments, and drag tasks between lists.