Skip to content
Project Boards - Simple Guide
Learn how to use Kanban boards to manage your projects visually and efficiently.
🎯 What are Project Boards?
Project Boards (also called Kanban boards) are like digital whiteboards where you can see all your tasks organized in columns. Think of it like organizing sticky notes on a wall - but digital!
Why Use Project Boards?
- See Everything at Once: All your tasks in one place
- Easy to Use: Just drag and drop tasks between columns
- Team Friendly: Everyone can see what's happening
- Mobile Ready: Works on phones and tablets
🚀 Getting Started
How to Open Project Boards
- Log into WordPress
- Look for "Boards" in the left menu
- Click on "Boards"
- You'll see your project board!
What You'll See
Your Board Has 3 Main Columns:
- To Do - Tasks that need to be done
- In Progress - Tasks being worked on
- Completed - Finished tasks
📋 How to Use Project Boards
Moving Tasks Between Columns
This is the main thing you'll do - it's super easy!
Step-by-Step:
- Find a task in any column
- Click and hold on the task
- Drag it to a different column
- Let go - the task moves!
Example: If you finish a task, drag it from "In Progress" to "Completed"
Creating New Tasks
Adding a New Task:
- Click "Add Task" button (usually at the top)
- Fill in the details:
- Task name (what needs to be done)
- Who should do it
- When it's due
- Click "Create"
Viewing Task Details
To See More About a Task:
- Click on any task
- A popup opens with all the details
- You can see:
- Full description
- Comments from team members
- Files attached
- Time spent on the task
🎨 Making It Work for Your Team
Choosing Which Project to See
Filter by Project:
- Look for the project dropdown (usually at the top)
- Click on it
- Choose a project to focus on
- Or select "All Projects" to see everything
Understanding Task Cards
Each task shows you important information:
| What You See | What It Means |
|---|---|
| Task Name | The title of what needs to be done |
| Person's Name | Who is responsible for this task |
| Red/Orange/Green Dot | How urgent the task is (Red = urgent, Green = not urgent) |
| Date | When the task needs to be finished |
💡 Real-World Examples
Example 1: Website Project
Your team is building a website:
- To Do: "Design homepage", "Write content", "Take photos"
- In Progress: "Code navigation menu" (assigned to developer)
- Completed: "Choose color scheme", "Set up hosting"
Example 2: Event Planning
Planning a company event:
- To Do: "Book venue", "Order catering", "Send invitations"
- In Progress: "Create event program" (assigned to marketing)
- Completed: "Set event date", "Create budget"
📱 Using on Mobile
Mobile-Friendly Features
📱 Good News: Project Boards work great on phones and tablets!
Mobile Tips:
- Touch to Move: Tap and drag tasks just like on desktop
- Pinch to Zoom: Make text bigger if needed
- Swipe: Some mobile versions let you swipe between columns
- Portrait Mode: Works best when holding phone upright
🚨 Common Problems & Solutions
Problem: Can't Move Tasks
Issue: Tasks won't drag and drop
Try These Solutions:
- Refresh the page (press F5 or reload button)
- Check your internet connection
- Try a different browser (Chrome, Firefox, Safari)
- Make sure you're logged in
Problem: Can't See Tasks
Issue: Board looks empty
Check These Things:
- Project Filter: Make sure you're looking at the right project
- User Assignment: Tasks might be assigned to other people
- Permissions: Ask your admin if you can see all tasks
Problem: Tasks Disappear
Issue: Tasks you created are gone
Possible Causes:
- Wrong Project: Check if you're looking at the right project
- Someone Moved It: Another team member might have moved the task
- Task Was Deleted: Check with your team lead
💡 Tips for Success
Best Practices
Make Your Board Work Better:
- Use Clear Names: "Fix login bug" is better than "Fix stuff"
- Assign Tasks: Always assign tasks to someone
- Set Due Dates: Help everyone know when things are due
- Update Regularly: Move tasks when their status changes
- Add Comments: Let team members know what's happening
Team Communication
Keep Your Team Informed:
- Move Tasks: When you start/finish something, move the task
- Add Comments: Explain what you did or what you need
- Ask Questions: Use comments to ask for help
- Share Updates: Let everyone know about progress
🎉 You're Ready to Go!
Quick Start Checklist
| Task | Done? |
|---|---|
| I can open the Project Boards page | ☐ |
| I can see the three columns (To Do, In Progress, Completed) | ☐ |
| I can drag a task from one column to another | ☐ |
| I can click on a task to see more details | ☐ |
| I can create a new task | ☐ |
| I can filter by project | ☐ |
Need More Help?
🎉 Great Job! You now know how to use Project Boards! Start by moving some tasks around and creating your first task. The more you use it, the easier it gets.