Kanban Boards

Boards show your tasks as cards in columns. Dragging a card between columns updates the task, so the board is not a report of what is happening — it is how you make it happen.

The same tasks appear in the Inbox as a list. Neither view owns them; they are two ways of looking at the same work, and a change in one shows immediately in the other.

Opening a board

Boards show one project at a time, or everything at once through the All Projects entry — which is the first decision to make. A single project keeps things focused; All Projects is better for planning a week across clients. There is no way to pick an arbitrary handful in between.

Instructions:

1. Select Boards in the left navigation. The board opens with your tasks arranged in columns.
2. Pick what the board covers with the project selector. It holds one project at a time, so choosing another replaces the first. The All Projects entry at the top shows every project together, and only appears if your role includes the all-projects permission.

Two ways to group the board

This is the part most people miss. The board can group cards by status or by priority, and switching between them changes what the columns mean without touching a single task.

Switch between them with the board picker at the top of the left panel: choose Task status or Task priority.

Dragging works the same in both, but does something different. In status view, moving a card changes the task’s status. In priority view, moving a card changes its priority.

The status columns

The priority columns

Moving tasks

Dragging is the primary way to work on a board. Every drag writes a change straight to the task, so there is nothing to save.

Instructions:

1. Drag a card to another column. On Task status this changes the task’s status; on Task priority it changes its priority. On a board you built, it depends on the column (see below). Moving cards between columns needs a plan that includes status and priority. Without it, the card goes back and an upgrade prompt opens.
2. To move several at once, select them first, then drag.
3. If the card has subtasks, or is a page review with issues, Atarim asks whether to move them too. Choose Move all to move them together, Just this card to move only the card, or Cancel.

Building your own boards

Besides the built-in boards, Owners and Administrators can build boards with their own columns. A board belongs to the whole workspace, so everyone who opens it sees the same columns. Each board sits under one tab at the top of the screen: Tasks, Pages or Projects.

The Tasks tab comes with Task status and Task priority, and the Pages tab with Page status. The Projects tab has no built-in board, so it stays empty until someone creates one.

Create a board

Instructions:

1. Select Boards in the left navigation, then the tab for what the board shows: Tasks, Pages or Projects.
2. Open the board picker at the top of the left panel and select New Board. On a tab with no boards yet, the same form appears in the middle of the screen as Create your first board.
3. Name the board and pick an icon. Tick Set as default board if you want it to open first on this tab.
4. Select Create Board.

A new board starts with no columns, and every card waits in the Backlog in the left panel.

Add columns

Instructions:

1. Select Add a Column at the end of the board.
2. Enter a Name, then pick an icon and a color.
3. Under Assignment, choose what a card dropped into this column should change, such as a status or a priority. Leave it as None to group cards without changing anything.
4. Select Add column.
5. Drag cards from the Backlog into your columns.

Dropping a card into a column with an assignment updates the task, or the page’s status on a Pages board. A column without one only holds the card, so the same task can sit in different places on different boards. On a Projects board, a column can carry a Countdown instead: the number of days a project should spend in that stage, optionally counting working days only. The card changes color as the days run down, and nothing about the project changes.

To rename a board, hover over it in the board picker and select the pencil icon. To remove a column, open its menu and select Delete column: its cards go back to the Backlog, and no task changes. To remove a whole board, select ⋮ › Delete Board. Its columns go with it, and the cards keep their status. The built-in boards can’t be renamed or deleted.

Choose the board that opens first

Select ⋮ › Default Board and pick a board. Each tab has its own default, and it is your own setting, so teammates can choose differently. Until you choose, the first board in the list opens.

Updating many tasks at once

Bulk actions are the reason Boards beats a list when work arrives in volume. Rather than opening forty tasks after a client review, you select them on the board and change them together.

Instructions:

1. Select the tasks you want to change: hover over a card and tick its checkbox. Once one card is selected, selecting other cards adds them too.
2. Apply a change from the bulk toolbar. The change applies to every selected task at once.
3. When you are finished, select the count of selected tasks (for example 12 selected) to clear the selection.

What the toolbar can change:

Narrowing what the board shows

Filtering is what makes bulk actions safe and a busy board readable. Status, Priority, Type and Tags work on any board. Page, Assigned to and Created by appear only when one project is selected. Filters need a plan that includes them, and Reset clears them all. To change the order cards are listed in, use Sort Tasks.

The More Actions menu

The ⋮ button at the top right of the board, labelled More Actions, holds Customize View, Import Tasks, Export Tasks and Default Board, plus Delete Board on a board you built. What you see depends on your role and plan. Team Members and Collaborators don’t see Import Tasks or Export Tasks by default. The Inbox has the same two options in its own ⋮ menu.

Customize View chooses which details the cards show, such as tags, priority, page name or assignee. It is available on the Agency and Enterprise plans.

Importing tasks

Import Tasks brings a task list in from a project management tool you have connected. It is available on the Agency and Enterprise plans. Only tools that are connected and switched on in Settings → Integrations are listed. With none connected, the board offers Connect an integration instead.

Instructions:

1. Select ⋮ › Import Tasks, then the tool, for example Import from Trello.
2. Choose where the tasks come from. The pickers are named after the tool, as in the table below.
3. Under Projects, choose the Atarim project to import into.
4. Under Assign User, choose who the imported tasks are assigned to. The list shows the people on that project.
5. Tick any options you want (see below), then select Import Tasks. The button stays greyed out until every picker is filled in.

• Create all tasks as Internal Tasks (not visible to clients) keeps the imported tasks away from clients. Tick it for an internal backlog.
• Sync tasks (for future changes) is for keeping the imported tasks linked for future changes. Not every tool supports it yet.

Exporting tasks

Export Tasks saves your tasks as a spreadsheet. Board filters don’t carry over, so you choose what to include in the export window.

Instructions:

1. Select ⋮ › Export Tasks. The Export Tasks to CSV/Excel window opens.
2. Under Export File Type, choose Excel or CSV.
3. Under Task Status and Task Urgency, deselect anything you want to leave out. Everything is selected to start with.
4. Select Export.

With one project open, the file downloads straight away. With All Projects, Atarim prepares the file in the background and emails you a download link when it is ready. Only Owners and Administrators can export all projects at once, and each workspace can start one all-projects export every 30 minutes.

Working with a task card

Selecting a card opens it without leaving the board, so you can make changes and carry on rather than navigating away and back. It is the same card the Inbox shows, so anything you can do from one you can do from the other.

Each card also carries reference detail captured when the task was created:

1. Screenshot — how the page looked at the moment the task was raised.
2. Due date — when the task is expected to be finished.
3. Technical details — screen size, browser version, who created it, the task number, and its project.
4. Page link — the source page the task belongs to.

How tasks themselves work is covered separately. Learn More About Managing Tasks.

Jumping to a task in context

A card tells you what the task is, but not always where it lives. Go To Task takes you to the page the task was raised on, so you can see the thing being described rather than reading about it.

Instructions:

1. Select a task card to open it.
2. Select Go To Task.
3. The page the task was raised on opens in a new tab, with the task in view. For email-based tasks it opens the relevant view instead.

Page reviews on the board

When a page review produces several findings, they do not scatter across the board as unrelated cards. They stay grouped under the review they came from, so a single review reads as one item with its findings beneath it rather than twenty separate tasks.

Selecting the review opens its findings together, which keeps the board readable after an AI review has run across a site. Findings that sit in a different column from their review show as their own cards, marked Subtask.

Known limitations

Where the board stops:

1. Undo lasts a moment. The Undo button goes when the message after a drop disappears. After that, drag the card back.
2. Bulk delete cannot be undone. You are asked to confirm first — the dialog names how many tasks are going and warns that their comments and attachments go with them — but once confirmed there is no way back.
3. Built-in boards keep their columns. On Task status, Task priority and Page status you can’t add or remove columns. Build your own board for different ones.
4. Boards are workspace-scoped. You cannot see tasks from another workspace here.

FAQs

Common issues

• Boards is missing from the sidebar. Your role does not carry board access. It isn't set in Settings → Workspace Permissions, so ask an administrator about your role.
• The board is empty. Check which projects are selected, then clear your filters. A filter left on from an earlier session is the usual cause.
• A task is missing. It may be filtered out, in another project, or in another workspace. Clear filters first.
• Columns are named Low, Medium, High, Critical. The board is in priority view rather than status view. Choose Task status in the board picker if you wanted progress.
• Dragging changed the wrong thing. Check which board you are on. Dragging sets status on Task status and priority on Task priority; on a board you built, it sets whatever the column’s assignment says.
• A drag did not stick. If an upgrade prompt appeared, your plan does not include changing status and priority. If you saw Could not move the task, reload the board and try again.
• A bulk change applied to more than you expected. Check the count of selected tasks, for example 12 selected, before applying a change. Narrow the filters before selecting.
• Cards are waiting in the Backlog. On a board you built, every card starts in the Backlog. Drag it into a column to place it.
• Many similar cards appeared at once. A page review has run. Its findings are grouped under the review rather than being unrelated tasks.

Conclusion

Boards earn their place in two moments: the daily glance at where everything stands, and the hour after a client review when forty tasks need sorting. Learn the view switch and the bulk toolbar and the second of those stops being a chore.

Tasks themselves — how they are created, assigned, and tracked — are covered separately.

Explore Tracking Task Progress