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Projects · 4 steps

Work on the board and list

Move tasks through the stages on the board, switch to a sortable list, filter the work and shape the stages to fit how your team works.

1Move tasks across the board

Open a project and choose Tasks, then the Board view — with one column per stage and a count of tasks in each. Drag a card into another column to change its stage; you'll see Task moved when it's saved.

Scalar360 screen: Move tasks across the board
Numbered outlines show what to click, in order.

2Switch to the list

Choose List to see every task in a table with its stage, assignees, priority and due date. Click a column heading such as Priority to sort, and use Show deleted tasks to find and restore a deleted task.

Scalar360 screen: Switch to the list
Numbered outlines show what to click, in order.

3Filter the tasks

Search by title, or narrow the tasks by stage, assignee, priority or due date. Choose Overdue under Any due date to see only the work that's late.

Scalar360 screen: Filter the tasks
Numbered outlines show what to click, in order.

4Change the stages

Choose Settings → Workflow, then Edit workflow to change this project's stages. Rename a stage, set whether it counts as Not started, Active or Done, reorder it with the arrows or add one with Add stage, then choose Save workflow.

Scalar360 screen: Change the stages
Numbered outlines show what to click, in order.
Add a task, assign it and set a due dateBreak the project into tasks, each with a stage, priority, dates and the people doing the work.Use checklists, comments and files on a taskKeep the smaller steps, the discussion and the supporting files with the task, and follow its history.

Still stuck? Contact our support team — or start a free trial to try this in your own company.