How do the boards work?
A board is a set of tasks in columns. You can have several — by area, by client, by project — and organise them in folders.
The first board created is your home board, and it's what opens by default.
All areas
Tasks
Tasks are where the work itself is run — what needs doing, who owns it, and by when. They cut across the whole system: a task can be tied to a platform, a product or a client.
What can I put on a task?
A description, an assignee, a due date, subtasks, attachments, and a link to a platform or a product.
That link isn't bureaucracy: it's what lets you ask later “how much work went into this product”.
I added a subtask and it wasn't saved.
Check you didn't type and hit “Save” without committing the line. A line mid-typing is meant to be saved with the task — if it wasn't, that's a bug worth reporting.
The safe route meanwhile: press Enter at the end of each subtask, then save.
Is there a calendar view for tasks?
Yes. The same tasks, by due date, so you can see whether a week is overloaded.
The task board and the content calendar are two different things: one runs the work, the other runs what goes out.
Can I share a board with someone?
Yes. A board can be shared with anyone who has access to your workspace, and a board can be kept fully private — a private board is visible to nobody but you.
Account-level permissions are set under Settings → Permissions & roles.
Want to see it from the inside?
The academy is in the product too, with a direct link to every screen an answer mentions.
Go to the studio