Views: board and calendar

Every project can be seen two ways: as a board of columns, or as a calendar. The tasks are the same; only the view changes. Switch with the Board/Calendar toggle at the top of the project.

The board

The board is where you run the work. Each column is a status, and each card is a task.

• Move a task by dragging its card to another column.
• Add a task with Add at the foot of a column.
• Open a task by clicking its card. It opens beside the board.
• Change the columns: add, rename, recolour and reorder them on the board. See What a project is.

Cards show the task's title, its labels, its assignee, and its due date or next run.

Filtering the board

Click Filter in the project's top line. From there you can:

• search by keyword,
• Show all tasks, only one-time or recurring ones, or the Archived ones,
• pick which Status columns to include,
• show everyone's tasks, people's only, or AI tasks only,
• narrow AI work to particular Agents.

The button shows how many filters are on, and Clear all resets them.

The calendar

The calendar shows tasks on their dates and your agents' scheduled runs at their times.

• Modes: Month, Week, Day and Agenda (a list of the next two weeks). Pick one from the mode menu, or press M, W, D or A. T jumps to today, and the arrow keys move back and forward. On a phone, the calendar opens in Agenda.
• Jump to a date by clicking the month or date title.
• Tasks sit on their due date. A task with a start and a due date stretches across the days between. Overdue tasks are shown in red and finished ones are struck through.
• Agent runs appear for every task with a schedule, at the time it runs. Paused schedules are dimmed. An hourly schedule shows once a day.
• Meetings from Google Calendar can appear here too. See Google Calendar on your calendar.

The calendar's Filter menu works like the board's, and can also show or hide Google events.

Working on the calendar

• Add a task by clicking an empty part of a day, or its +. The task is due that day.
• Open a task by clicking its chip.
• Move a task by dragging it to another day, or by pressing Shift with an arrow key while it's selected (left and right move a day, up and down a week). A task with a start date keeps its length.
• Every add and move shows where it landed, with Undo.

Runs can't be dragged. To change when an agent runs, change the task's Frequency.

Your calendar in other apps

The Calendars panel (the link icon in the calendar toolbar) gives you a private link that puts your tasks and scheduled runs into Apple, Google or Outlook Calendar. See Google Calendar on your calendar.

Related

• What a project is
• Tasks as work orders