> 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="/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