Boards and statuses

A project's board shows its work items as cards, grouped into columns by status. Dragging a card to another column changes its status; everyone viewing the board sees the move without refreshing.

Work item types

Every card is one of four types: epic, story, task, or subtask. Stories and tasks can sit under an epic; subtasks sit under a story or task, never directly under an epic.

Creating an item

The create dialog asks for a work type, status, and title; description (rich text), assignee, priority, estimate (in points), and sprint are all optional. Priority is one of Urgent, High, Medium, Low, or None. Leave sprint unset and the item lands in the backlog.

WIP limits

Hover a column header and set a WIP (work-in-progress) limit for it. This is a soft limit: going over shows a count-over-limit badge on the column so the team notices, but it never blocks a card from being dropped there.

Grouping the board

The Group by control splits each column into rows (swimlanes) by Type, Epic, Assignee, or Priority. Dragging a card between columns never moves it to a different swimlane group.

Selecting and bulk-editing multiple items

Cmd/Ctrl-click a card to add it to a selection, or shift-click to select a range within a column. With multiple cards selected, dragging any one of them moves the whole selection, and the bulk action bar lets you change status, assignee, priority, sprint, or label, or archive all of them at once.

Editing the workflow

Open the project's Settings and the Statuses tab to add, rename, reorder, or recategorize a status. You aren't stuck with the four statuses a project starts with.