Find your work in Board

Board gives your team a shared place to organise work. Start with the result you want, then use the right record for each level:

• Board: the working area inside your workroom.
• Project: a group of tasks contributing to one delivery result.
• Task: one output or decision, with its own status, dates and owner.
• Sprint: work grouped into a planning period; it is separate from a project.

For example, “Launch the customer help centre” could be a project. “Draft the welcome article” and “Review the welcome article” are separate tasks because each has a different result to check.

Find a project and its tasks

1. Open Board and select the Board you want to work in. Check the workroom name too. 2. Choose Projects. Find your project; use its Open action if the name is shortened in the list. 3. Expand the project’s left chevron to see its tasks. Read each task’s Status, Due and Assignees columns separately from the project dates.

4. Open a task from the expanded list. Check its full Task Title and Select board value. 5. Scroll to Relationships → Project. The selected project should match the one you opened.

You’re ready to continue when: you can find the right Board, open a project and identify a task that belongs to it.

Tip: Similar task titles do not create project membership. Use the task’s Project field. A project end date also does not automatically mean every task has a due date.