Understanding Task Boards

Task Boards provide a flexible way to organise work, collaborate with your team and manage different workflows within JGID.

Every account starts with a default Task Board, but you can create as many additional boards as your organisation requires.

Each board can have its own Lists, Tasks and sharing permissions.

The Default Task Board

When Task Boards are first enabled, your account includes:

One default Task Board
One default To Do List

This gives your team an immediate place to begin creating and managing tasks.

Unlike all other boards, the default Task Board is automatically shared with every user in your organisation.

This ensures everyone has a common workspace available from the moment Task Boards are enabled.

Creating Additional Boards

As your organisation grows, you may wish to create additional boards for different teams, departments or projects.

There is no limit to the number of Task Boards you can create.

For example, you might create separate boards for:

Sales
Scheduling
Operations
Administration
Marketing
Equipment
Personal Tasks
Individual Projects

Each board can have its own workflow and set of Lists.

Unlike the default Task Board, newly created boards are not automatically shared with other users.

The board owner chooses which users have access to each board.

Every board created after the default Task Board is initially visible only to the person who created it.

The board owner can then share the board with individual users as required.

There is no option to automatically share a board with every user.

To see who currently has access, look at the sharing indicator in the top-right corner of the board.

Only the users shown there can view and collaborate on that board.

Board Ownership

Every Task Board has a single owner.

The owner is the user who created the board.

Only the board owner can:

Add new Lists.
Rename Lists.
Reorder Lists.
Delete Lists.
Share the board with other users.
Remove users from the board.

Other users who have access to the board can create, edit and move Task Cards, but they cannot change the board's structure or manage its sharing permissions.

This ensures each board has a single administrator responsible for maintaining its layout and access.

Understanding the Difference Between Boards and Lists

It's important to understand the relationship between Boards and Lists.

A Board is the overall workspace.

A List is a column within a Board that represents a stage or category of work.

For example:

Operations Board

To Do
Scheduled
In Progress
Waiting on Client
Completed

In this example, the Board contains five Lists.

Tasks move between Lists as work progresses, while remaining on the same Board.

Why Use Multiple Boards?

Using separate Task Boards helps keep work organised.

Instead of placing every task onto one large board, you can group work by:

Department
Team
Project
Client
Business Function

This allows each team to focus on the tasks most relevant to them while keeping their workflow organised.

Best Practice

Create separate Task Boards for major business functions rather than placing every task onto a single board.

Use clear, meaningful board names so users can quickly identify their purpose.

Only share boards with the users who need access, and remember that only the board owner can modify the board's structure or manage its sharing settings.

If a board is intended for organisation-wide collaboration, consider using the default Task Board.

Frequently Asked Questions

How many Task Boards can I create?

You can create as many Task Boards as your organisation requires.

Is every Task Board shared with everyone?

No.

Only the default Task Board is automatically shared with every user in your organisation.

Any additional boards must be shared individually with the users who require access.

Who can change a Task Board?

Only the user who created the board can:

Add, rename or delete Lists.
Reorder Lists.
Share the board with other users.
Remove users from the board.

Other users can work with Task Cards on the board but cannot change the board's structure or permissions.

How can I see who has access to a board?

The sharing indicator in the top-right corner of the board displays the users who currently have access.

Can different boards have different Lists?

Yes.

Each Task Board has its own independent Lists and Tasks, allowing different teams or projects to use workflows that best suit their needs.

Summary

Task Boards provide flexible workspaces for organising tasks and collaborating with your team.

Every JGID account includes one default Task Board that is automatically shared with all users.

Additional boards can be created for specific teams, departments or projects, with access controlled by the board owner.

Each board has its own Lists, Tasks and members, allowing different workflows to operate independently while keeping information organised and secure.

Creating a New Task Board
Adding a New List to a Task Board
Adding a Task Card
Moving Task Cards Between Lists
Understanding Task Board Permissions