> For the complete documentation index, see [llms.txt](https://angoor-ai.gitbook.io/angoor-ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://angoor-ai.gitbook.io/angoor-ai/basics/markdown/task-boards.md).

# 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="https://1498739645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9LCwJgTgcJ0hBsgJLqUA%2Fuploads%2FkOxSh3mrToLlhM2TmI1U%2Fimage.png?alt=media&amp;token=cd26b031-95d9-4d6a-bdd5-9a182c64671a" 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="https://1498739645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9LCwJgTgcJ0hBsgJLqUA%2Fuploads%2FgUi8QAvFB27mGdZAiXWv%2FRajsvideo22-ezgif.com-video-to-gif-converter.gif?alt=media&amp;token=4771e646-7a34-4eb6-9880-b2a5dd80cae2" 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="https://1498739645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9LCwJgTgcJ0hBsgJLqUA%2Fuploads%2FSUiG0oRPPnFDNaBJq64T%2Fimage.png?alt=media&amp;token=dd3dc7be-388e-4456-981a-136593d68b5d" 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="https://1498739645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9LCwJgTgcJ0hBsgJLqUA%2Fuploads%2FWaO7ELXHrUKicoBbm9i7%2FRajsvideo23-ezgif.com-video-to-gif-converter.gif?alt=media&amp;token=c16f4108-636a-4075-a3a2-044e2d4e925e" 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="https://1498739645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9LCwJgTgcJ0hBsgJLqUA%2Fuploads%2FVMcsSLspGtA3W29FXDQr%2Fimage.png?alt=media&amp;token=90349282-c4a0-4358-b64e-84b0fa06afc6" 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
