Feature Guide

Task Boards

Organize your team's work on a standalone kanban with custom columns, roles, and a built-in daily standup.

7 min read

A OneBob task board with Backlog, Doing, Review, and Done columns

Overview

OneBob Boards is a standalone kanban for team collaboration, reached via Boards in the main navigation, with customizable columns, optional WIP limits, per-board roles, and a Standup view for your daily routine.

  • Boards is a standalone kanban for team collaboration, found via Boards in the main navigation.
  • It is separate from the deals pipeline and the project plan board, so team tasks stay distinct from your sales work.
  • A card holds a title, description, priority, due date, assignee, a blocked flag, checklist items, comments, an activity log, and links to a deal, project, customer, or interaction.
  • Boards is a plan-gated feature, so it depends on your subscription.

Estimated time: 10 minutes.

Before You Begin

  • You need a plan that includes Boards.
  • Sketch the columns your workflow needs, for example To Do, In Progress, and Done.
  • Decide who needs access and at what role: Viewer, Member, or Admin.
  • Remember that boards are separate from your sales pipeline.
1

Create a board

Start a fresh board for your team in a few clicks.

  1. 1 Go to Boards in the main navigation.
  2. 2 Click New Board.
  3. 3 Give the board a clear, descriptive name.
  4. 4 The board opens with default columns you can change at any time.
2

Set up columns and WIP limits

Shape the board to match how your team actually works.

Board settings with column management and card counts per column
  1. 1 Add, rename, and reorder columns to mirror your workflow.
  2. 2 Set optional WIP limits to cap how many cards a column may hold.
  3. 3 Use those limits to surface bottlenecks the moment a column fills up.
  4. 4 Keep your column set tight so the board stays easy to read.
3

Invite members and assign roles

Give each person exactly the access they need.

  1. 1 Add people to the board from its membership settings.
  2. 2 Assign Viewer for read-only access.
  3. 3 Assign Member to let people create and edit cards and comment, or Admin to manage the board, its members, and its columns.
  4. 4 Tenant administrators always have access, so you do not need to add them.
4

Create and organize cards

Turn the board into a live picture of your team's work.

An open card panel with description, checklist, and CRM links
  1. 1 Add cards and set their priority (low, medium, high), due date, and assignee.
  2. 2 Add checklist items to break a card into trackable steps.
  3. 3 Mark a card blocked and link the card that is blocking it.
  4. 4 Link the card to a deal, project, or customer to keep its CRM context.
5

Run a daily standup

Use the board to drive a fast, focused morning sync.

The standup view walking the board column by column
  1. 1 Open the Standup view for the board.
  2. 2 Walk the board column by column with your team.
  3. 3 Capture standup notes as comments, marked as standup notes.
  4. 4 See at a glance what is blocked so you can clear it.

Tips & Best Practices

  • Keep columns few and meaningful so the board reads at a glance.
  • Use WIP limits to expose bottlenecks before they slow the team down.
  • Link cards to CRM records so work always keeps its context.
  • Run the Standup view every morning to keep everyone aligned.
  • Use blocked links to make dependencies visible and unblock faster.

Need Help?

If you run into any issues setting up your boards, our team is happy to help. Reach out via the contact page and we will guide you through it.

Contact Support

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