What it does
Nautis Task Boards lets you organize work into themed boards — for example, "Q1 Launch" or "Hiring Plan" — and run the tasks inside each board through to completion. Every board has its own tasks, progress bar, due dates, assignees, discussion thread, and attachments.
Who can use it
Any teammate whose role has the Task Boards permission enabled.
The Task Boards module must be turned on for your organization.
Only people with access to a board can view or edit it. Org admins always have access.
How to get here
From the sidebar, open Strategy & Planning and click Task Boards.
Step-by-step: create a new task board
Click New Board in the top-right.
Choose Start from scratch or a template.
Fill in: Title (required), Description, Priority (required), Category (required), Due Date, Shared Access.
Click to create.
Step-by-step: filter and find boards
Search, Status, Priority, Category filters.
Sort By: Created, Updated, Due Date, Priority, Progress or Title.
Clear All Filters resets everything.
Step-by-step: open a task board
Click any board card. The view has a header, sidebar with progress/status/description/due date/assignees, and tabs: Tasks, Discussion, Attachments, Activity.
From the header: Duplicate, Edit, or Delete.
Step-by-step: add a task to a board
Two sub-tabs: Outcome (pass/fail) and KPI (number toward target).
Click Add Task.
Fill in: Task Title, Description, Task Type (can't be changed later), Target Number + Unit for KPI, Assign Members, Priority, Start Date, Due Date.
Click to create.
Step-by-step: switch views inside a board
Card — visual cards in a grid.
Table — denser table with sortable columns.
Kanban — columns for each status; drag to change status.
Step-by-step: filter tasks
Assigned to — filter by teammate or unassigned.
Search tasks — by name.
Hide completed — for Card or Table view.
Step-by-step: edit a task
Click the task to open the detail sheet.
Update fields, mark Outcome tasks done, type KPI progress.
Use Delete inside the sheet to remove (with confirm).
Step-by-step: move tasks between columns
In Kanban view, drag any card to a new column. Progress bar updates automatically.
Step-by-step: track progress and complete a board
Progress is calculated from tasks: outcome tasks count when ticked, KPI tasks count by closeness to target.
Switch board status to Completed.
Board moves to Completed pile with a green badge.
Step-by-step: discuss with your team
Open Discussion tab.
Start a new thread. Use @ to mention.
Post.
Step-by-step: attach files
Open Attachments tab.
Drag and drop, or use the upload button.
Step-by-step: see what's changed
The Activity tab shows chronological log of all actions.
Step-by-step: duplicate or delete a board
Duplicate creates an exact copy with tasks. Delete removes everything (permanent).
Step-by-step: export your boards
Click the Download icon on the list page. Exports as CSV.
Tips & limits
Use templates to save typing.
Outcome and KPI tasks live in the same board but separate sub-tabs.
Hide completed only shows when there's a completed task and you're in Card or Table view.
Categories and priorities flow to dashboard overview counts.
Export to CSV to share progress externally.
FAQ
Why can't I change a task's type after creating it?
Outcome and KPI tasks have different data fields. Delete the task and add a new one of the right type.
What's the difference between completing a task and completing a board?
A task is one item. A board is the whole collection — usually moved to Completed after all tasks are done.
How is the board's progress calculated?
Each task contributes: outcome tasks count 100% when done, KPI tasks count by closeness to target.
Can teammates see boards I haven't shared with them?
No. Only people on Shared Access (and admins) can open it.
What happens when I delete a board?
Everything is permanently removed. Duplicate first if you might need the data.
Can I archive a board instead of deleting?
Set status to Cancelled or Completed — preserves the data.