🎥 Creating your first task board

Creating and Structuring Task Sections

A task board is organised into sections, each holding a group of related tasks.

• Create a new section and give it a descriptive name, such as Closing Tasks

• Press Enter to save the name

• Optionally, assign a colour to the section to make it visually distinct

Sections help you segment workstreams, ensuring you always have a clear overview of progress.

Adding Tasks

Within each section, you can add individual tasks:

1. Click beneath the section title and type the task name

2. Press Enter to save the task

3. Continue typing to quickly add multiple tasks in sequence

For example:

• Review an SPA

• Insert deadlines into calendar
  
  

Using Task Features

Each task comes with built-in tools that enhance collaboration and organisation:

• Sub-items – Expand a task to add sub-items. For example, under Insert deadlines into calendar you might add Extract deadlines from indemnities document

• Conversations – Open a discussion thread directly on a task.

  • External stakeholders (such as clients or counterparts you’ve invited) can read updates

  • Internal updates are visible only to your own organisation

• Activity log – Keeps a record of all changes and updates, ensuring full transparency

Key Takeaways

• Sections group related tasks and can be named and colour-coded

• Tasks are quick to add and can include sub-items for detailed breakdowns

• Conversations and activity logs make collaboration seamless, both internally and with external stakeholders

By setting up structured task boards, you can manage legal projects with greater clarity and ensure nothing is missed.