Project & Task Management

📘 Boards: Project & Task Management

Overview

The Boards module is a visual task and project management tool available in your CRM dashboard.

It works in a similar way to tools like Trello, allowing you to organise work into:

  • Boards (projects)

  • Lists (stages of work)

  • Cards (individual tasks)

This module is designed to help you:

  • organise your app development and marketing tasks

  • track progress across projects

  • collaborate with your team and the Apparati team

  • prepare for and follow up on monthly review calls

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  • Understanding the Structure

    🧭 Understanding the Structure Boards The Team Board represents the project or area of focus....
  • Creating and Managing Cards

    📝 Creating and Managing Cards Purpose Cards represent individual tasks or action items. How ...
  • Moving Cards

    🔄 Moving Cards Purpose Track progress visually. How it works Cards can be dragged between li...
  • Using Due Dates

    📅 Using Due Dates Purpose Keep tasks on track and aligned with timelines. Tips Set realist...
  • Effective Use of Boards

    👥 Collaboration Purpose Boards are designed for shared visibility between you and your team ...