Board Docs
how to add subtask
Last Updated: November 21, 2025To add a subtask, simply enter the desired task and you can quickly create your subtask by clicking on the Text or Voice option then click on Add button. However, if you want to add your sub-task with more details, simply click the More button. Steps: you can change the status of the sub-task like...
Visual Views
Last Updated: October 15, 2025The Visual Views section in the sidebar provides various visual representations of tasks. Clicking it opens a dropdown with options like Gantt, Calendar, and WBS, allowing you to view tasks in different formats. Calendar This page lets you view the timeline of your tasks in the Calendar with options like Agenda, Month, Week, and more....
Notices
Last Updated: November 21, 2025Notices Section in Sidebar provides a centralized hub for managing daily updates, reminders, and shared content. Report Daily Works The Report Daily Works popup allows you to submit your daily work summary efficiently. Reminder The Reminder option takes you to a page where you can set personalized notifications (if you have admin rights or the...
Management
Last Updated: November 21, 2025The Management section in the sidebar offers comprehensive tools for organizing project documentation, resources, reports, and compliance, ensuring smooth oversight and tracking. Archived Tasks This section stores tasks that have been archived by an admin or owner (via the Archive option in the task’s top menu), keeping them out of active view while preserving them...
Documentation
Last Updated: December 18, 2025Here is a longer and clearer explanation in English: This section is designed to help you manage documents in an organized and structured way. On this page, you can create new documents that will be stored specifically within the Documentation section. While creating each document, you can assign it to a Category to keep related...
Meeting Minutes
Last Updated: December 18, 2025Here is a clear and detailed explanation in English: This section allows you to schedule and manage meetings in an organized manner. You can set the meeting for a specific date and time and enter the location of the meeting in the Meeting Location field, whether it is a physical address or an online meeting...
Archived Tasks
Last Updated: December 15, 2025This section stores tasks that have been archived by an admin or owner (via the Archive option in the task’s top menu), keeping them out of active view while preserving them for reference. you can search from your tasks or filter them by column
Resources
Last Updated: December 18, 2025Here is a clear and detailed explanation in English: This section provides a centralized place to manage different types of resources. There are three main types of resourcesavailable, each serving a specific purpose. First, General Resources are used to store and manage standard resources such as materials, tools, references, or any general items that need...
Financial Reports
Last Updated: December 18, 2025Here is a clear and detailed explanation in English: This section allows you to manage your finances by recording Income and Expense entries and automatically viewing your overall Balance. It helps you keep track of money coming in and going out in an organized and transparent way. To add a new financial record, click the...
Financial
Last Updated: November 13, 2025The Financial section allows you to track and manage your project’s income, expenses, and overall budget directly within the app, integrating seamlessly with resource management, reports, and task workflows for comprehensive finance oversight. Overview Adding a Payment You can easily look at your payments details by clicking on this button. For edit or delete the...