The board — where the work actually lives

A column is a stage, a card is a real job on site, and moving one is the whole status update.

In this lesson

What the board is

This is the board. It is the one screen most of the team will live in, so it is worth understanding properly.

Every column is a stage of work, and every card is a real job on site. Nothing here is abstract.

Reading left to right tells you the state of the whole job in about five seconds.

Moving one piece of work

Let’s follow one piece of work. The joinery to the reception counter has just been finished by the carpenter.

The site engineer drags it into the next stage. That is the entire update. No form, no email, no phone call.

The moment that card moves, everyone else’s view changes too. The manager sees it, and so does the QS who has to value it.

Narrowing it down

You can also narrow the board to one person, which is how a foreman checks what his own crew is carrying today.

Clearing the filter brings the whole job back.

The habit that matters

One habit worth building: if the work moved on site, move the card the same day. A board that is two days stale stops being trusted, and once it stops being trusted people go back to phoning each other.

What just happened

  1. What the board is

    This is the board. It is the one screen most of the team will live in, so it is worth understanding properly.

  2. Moving one piece of work

    Let’s follow one piece of work. The joinery to the reception counter has just been finished by the carpenter.

  3. Narrowing it down

    You can also narrow the board to one person, which is how a foreman checks what his own crew is carrying today.

  4. The habit that matters

    One habit worth building: if the work moved on site, move the card the same day. A board that is two days stale stops being trusted, and once it stops being trusted people go back to phoning each other.

Open the board Opens Taskity in your own project.

Next: Talking about the work — comments, mentions, files →

Put it into practice.

Boards, approvals, snags and client sign-offs — one platform your team will actually use.

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