Boards
A board is a place to plan and track work. Tasks live on a board, grouped by Status (the columns), and move from one Status to the next as work progresses.
Creating a board
From the right sidebar's New button, choose Board, give it a name, and pick the client it's tied to (or leave it as an internal board for your team). The board opens with a default set of Status columns, typically Open, To Do, Doing, Done, and you can add, rename, or reorder them at any time.
Working with tasks
Click anywhere on a column to add a task. Each task can carry a description, assignees, due date, attached files, comments, tags, and a milestone. Move a task by dragging the card to a different Status column.
Tasks are designed to be cheap to make and cheap to update, drop in half-formed ideas and clean them up as the work shapes up.
Sharing a board with a client
When you share a board with a client, it appears in their portal under Projects. They see the same columns and tasks you do, can comment on tasks, attach files, and move tasks between columns themselves if you've allowed it.
When you share a board with a client, they get the client role on it, they can view tasks, comment, attach files, and move tasks between Status columns. Other team members you add get the editor role by default, which gives them full edit access. The role is what determines what each person can do; you assign it when you add them through the share dialog.
For a typical client engagement, the client role gives the client enough to participate meaningfully without being able to delete the board or change its structure.
What your client sees
Clients see the board in their portal labeled as a Project. The column structure is exactly what you set up. Clients don't see boards you haven't shared with them.
If a client is included in a chat tied to the same project, they can move between the chat and the project board with a click.
Templates
If you run similar projects often (website builds, brand projects, monthly retainers), save a board as a template and start new ones from it. Templates capture the columns and any sample tasks you set up, but not actual project data, so a fresh template gives you a clean slate.