Board Docs
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 Archived Tasks This section stores tasks that have been archived by an admin or owner (via the Archive option in the task’s top menu), keeping them out of active view while preserving them...
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...
Charter
Last Updated: November 14, 2025The Project Charter section is a foundational tool for defining and documenting your project’s core elements, ensuring alignment among stakeholders. It includes key components like Project Introduction, Epics, Goals, DODs (Definition of Done), Personas, Limitations, Risks, Important Times, Rules, Shareholders, Suppliers, Legislators, Society, and Competitors. Use this to create a comprehensive project blueprint that integrates...