What are task boards for?

Short answer

Task boards are for operational to-do work that does not belong inside a single planning card, such as internal follow-up, readiness work, and team handoffs.

Learn moreHow do task readiness items differ from planning cards?How do I use the dashboard switcher and sidebar?

What belongs on a task board

  • Internal follow-up
  • Prep work before an event
  • Staff handoff tasks
  • Sales or onboarding tasks
  • Work that spans multiple events or CRM records
Learn moreHow do task readiness items differ from planning cards?

What belongs in event planning instead

  • Client answers
  • Timeline cards
  • Song requests
  • Event-specific notes
  • Documents tied directly to the event
Learn moreHow do task readiness items differ from planning cards?

During beta

  • Tasks may be expanded in phases. If a task checkbox, status, assignment, or board view does not behave as expected, report the page and workflow.
Learn moreHow do task readiness items differ from planning cards?

Related articles

How do task readiness items differ from planning cards?Learn moreHow do I use the dashboard switcher and sidebar?Learn moreWhat should beta testers report first?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.