The job of this console
Move work along the flow, open a card for detail, keep the list and board in agreement because they are the same tasks.
Project · Execution Board
Task Board
Drag-and-drop workflow board with summary visuals and card-level detail actions.
Kanban board for personal or team execution across workflow stages.
Execution board
Columns on the tasks you already own
Task board is drag-and-drop workflow with summary visuals and card-level actions. Cards are tasks (and their flow), not a Kanban database beside the register.
Projects → Task board (when in module paths)
Route
/project/taskboard
Contributor · Project Manager
Seat at the table
The delivery team. Executives may prefer list or dashboard.
The working rhythm
Filter the board, drag a card, open detail if the move needs a comment or assignee, confirm list status.
Moments that bring you here
Stand-up. A bottleneck column. After creating tasks on the list. When a card looks lost — search the project register.
ⓘ
Board is a view of Task
Dragging updates the same deliverable/task. It does not fork a board-only record.
Overview
Taskboard is ideal for day-to-day progress management. It visualizes task movement through delivery stages.
Screen layout
Columns: Planned → To do → In progress → Done.
Body: Cards with status colors, metadata, and quick actions.
Header & filters
Use employee/board selectors and filter controls where available to scope the board.
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
Kanban flow analytics scoped to board filters.
◆ Emerald Luxury UI theme · chart data refreshes when filters change
Taskboard charts
Delivery funnel
FunnelWhen to act: Limit WIP in middle columns
Workflow mix
DonutWhen to act: Move blocked tasks first
Billable scope
DonutWhen to act: Link tasks to projects
Flow snapshot
When to act: Rebalance assignees
Top categories
When to act: Standardize high-volume categories
Main content & actions
Drag cards between columns (permission-based) and open card details for deeper edits and completion workflows.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Kanban columnsDrag-and-drop task cards across workflow stages.
- ✓Five taskboard chartsFunnel, donut, and bar flow analytics.
- ✓Column WIPVisual load per stage.
- ✓Quick add taskCreate card in column.
- ✓FiltersProject, assignee, priority, category.
- ✓Card detail drawerOpen task without leaving board.
Before you start
💡
Standup ritual
Share screen on filtered board — move cards live during meeting.
📝
WIP limits
Some orgs set column max — watch for warning badges.
Who uses this screen
Individual contributors and PMs running daily standups — Kanban columns, drag-and-drop cards, and five taskboard analytics panels.
ℹ️
Daily execution view
Default screen for ICs — filter to your project, scan WIP columns, drag cards to reflect reality before standup ends.
Key concepts
Kanban columns
Workflow stages as columns — cards represent work items with assignee, priority, due date.
Drag-and-drop
Move cards across columns to update status — writes same backend as register views.
WIP load
Column card counts show stage bottlenecks — pair with Delivery funnel chart.
Card detail drawer
Open task without leaving board — checklist, comments, attachments.
Five taskboard charts
Funnel, workflow mix, billable scope, flow snapshot, top categories.
Permissions
| Role | Access on this screen |
|---|---|
| Individual contributor | Move own cards; create tasks in allowed columns; view filtered boards. |
| Project manager | Full board in scope; create in any column; reassign via card drawer. |
| Delivery lead | Multi-project boards with project filter. |
| Viewer | Read-only columns — no drag. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Column drag-drop | Change task status. | Undo via drag back or drawer. |
| Quick add task | Plus on column header. | Pre-selects column status. |
| Project filter | Scope board to one project. | Essential for ICs. |
| Assignee filter | My tasks vs team. | Combine with project. |
| Priority / category filter | Narrow visible cards. | Header dropdowns. |
| Card click | Open detail drawer. | Edit checklist inline. |
| Summary strip | Five analytics charts. | Respects filters. |
Common mistakes
⚠️
Dragging without opening card
Miss checklist updates — open drawer for substantive work logs.
⚠️
No project filter on busy board
Hundreds of cards — always filter project first.
⚠️
Stale cards in Done column
Archive or close — Done WIP inflates funnel incorrectly.
FAQ
Does drag sync to work-items register?
Yes — same entity, instant sync.
Can I customize columns?
Workflow stages org-configured — request admin for new stages.
Offline drag on mobile?
Use mobile/tasks.html — changes queue offline.
Billable scope donut?
Shows project vs non-project task mix on filtered board.
Workflows
- Select board/employee.
- Review funnel and workflow mix.
- Move cards through columns.
- Open details for notes/checklist completion.
Tips & best practices
Tip: A widening Planned column with flat Done counts indicates intake outpacing delivery.
More guidance
💡
Remember
Workflow stages as columns — cards represent work items with assignee, priority, due date.
ℹ️
Does drag sync to work-items register?
Yes — same entity, instant sync.