# Task Boards

The Boards section helps you organize and track tasks using customizable project boards that connect to your form data and team workflows.

## All Boards

The main dashboard shows all your project boards with key information:

* **Board Name** — Title of your project board (like "Customer Support Board" or "Sales Tasks")
* **Tags** — Labels for organizing boards by project type or team
* **No. of Tasks** — How many tasks are currently on each board
* **Last Edited** — When the board was most recently updated
* **Owner** — Who created or manages the board

<figure><img src="/files/C18Sp2xfQ569x3IYzKIc" alt=""><figcaption></figcaption></figure>

### Creating Boards

**Step 1:** Click "Create Board" and enter board name, description, and tags for organization.

**Step 2:** Select your team from the dropdown menu to assign board ownership and access.

**Step 3:** Choose a form to connect to your board so task information automatically populates from form submissions.

**Step 4:** Click "Generate View" to create your board with the connected form structure and task fields.

<figure><img src="/files/ayATbmDusL4Uh0r5PMuL" alt=""><figcaption></figcaption></figure>

## Task board

Organize tasks in columns with drag-and-drop functionality, filter by assignee or date, and search by task name or content.

<figure><img src="/files/fReGgQx28qXtNNVtRQA5" alt=""><figcaption></figcaption></figure>

### **Adding Tasks**&#x20;

Click "Add Task" to create new tasks manually or let the system automatically generate tasks from connected form submissions.'

<figure><img src="/files/IYsAi1IhkibAV0bGak62" alt=""><figcaption></figcaption></figure>

### **Team Collaboration**&#x20;

Use the built-in team chat and timeline features to communicate about tasks, share updates, and track progress with team members.

<figure><img src="/files/Tv24NQReAB7gP0Lv8HqL" alt=""><figcaption></figcaption></figure>

## Use Cases

* Track  tasks, deadlines, and team assignments in an organized visual format.
* Manage support tickets with customer information automatically populated from contact forms.
* Convert form submissions into actionable sales tasks with customer details pre-filled.

## Best Practices

* Connect boards to relevant forms to automatically create tasks from customer interactions.
* Assign tasks to specific team members and set due dates to maintain accountability.
* Use tags consistently across boards to make filtering and organization more effective


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://angoor-ai.gitbook.io/angoor-ai/basics/markdown/task-boards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.