Kanban Boards

See every task as a card you can drag, group work by status or by urgency, and update dozens of tasks at once.

Atarim team Updated 28 Jul 2026 · 8 min read

Dashboard

An Atarim kanban board with tasks across status columns

Before you start

Relevant for

Project managers and team members who want to see where work stands, and anyone triaging a large batch of new tasks.

Required knowledge

An understanding of how tasks are created and what statuses and priorities mean in your team.

Tools & resources needed

An Atarim workspace with at least one project containing tasks.

Boards show your tasks as cards in columns. Dragging a card between columns updates the task, so the board is not a report of what is happening — it is how you make it happen.

The same tasks appear in the Inbox as a list. Neither view owns them; they are two ways of looking at the same work, and a change in one shows immediately in the other.

*Boards turn your task list into something you can see and move.*

Note

Boards is permission-gated. If it does not appear in your left navigation, your role does not include access — an administrator can change that under Settings → User Permissions.

Opening a board

Boards can show one project or several at once, which is the first decision to make. A single project keeps things focused; several is better for planning a week across clients.

Select Boards in the left navigation. The board opens with your tasks arranged in columns.
Choose which projects to include using the project selector. Pick one project for a focused view, or several to see work across them together.

*Boards can span several projects at once.*

Tip

You can also reach a single project’s board directly from its card on the Projects screen, which skips the selector entirely.

Two ways to group the board

This is the part most people miss. The board can group cards by status or by priority, and switching between them changes what the columns mean without touching a single task.

View	Columns become	Use it to answer
Status view	Open, In Progress, Pending Review, Complete	“Where is everything up to?”
Priority view	Low, Medium, High, Critical	“What matters most right now?”

Dragging works the same in both, but does something different. In status view, moving a card changes the task’s status. In priority view, moving a card changes its priority.

Recommendation

Use status view for daily standups and priority view after a client review. When forty new tasks arrive at once, dragging them into priority columns is the fastest triage there is — and it sets the priorities as you go.

The status columns

Column	Means
Open	Raised but not started.
In Progress	Someone is actively working on it.
Pending Review	Done, waiting on a check or client approval.
Complete	Finished and agreed.

The priority columns

Column	Typically means
Low	Worth doing, no deadline pressure.
Medium	Normal work in the queue.
High	Needs attention this week.
Critical	Blocking something, or client-facing and broken.

*The same tasks, grouped by urgency instead of progress.*

Moving tasks

Dragging is the primary way to work on a board. Every drag writes a change straight to the task, so there is nothing to save.

Pick up a card and drag it to another column. The task’s status changes in status view, or its priority in priority view. Everyone else sees the change.
Drag a card up or down within its column to reorder it. Useful for putting the next thing to pick up at the top.
To move several at once, select them first, then drag.

*The destination column highlights as you drag over it.*

There is no undo on a drag

Dropping a card applies the change immediately. If you move something by accident, drag it back — the task’s activity thread will show both moves.

Updating many tasks at once

Bulk actions are the reason Boards beats a list when work arrives in volume. Rather than opening forty tasks after a client review, you select them on the board and change them together.

Select the tasks you want to change. Use Select all visible tasks to take everything currently on screen, which respects your filters.
Apply a change from the bulk toolbar. The change applies to every selected task at once.
Select Deselect all tasks when you are finished.

What the toolbar can change:

Bulk action	What it does
Status	Moves every selected task to the same status.
Priority	Sets the same priority across the selection.
Tags	Applies tags to everything selected at once.
Notify	Adds people to be notified across the selection.
Pin	Pins the selected tasks.
Delete	Removes the selected tasks.
Select all visible tasks	Selects everything currently shown, after filters.
Deselect all tasks	Clears the selection.

Recommendation

Filter before you select. Narrow the board to one client and one tag, use Select all visible tasks, then apply the change — far safer than picking cards individually and far quicker than opening each one.

Bulk delete is not reversible

It removes every selected task at once. Check the selection carefully, especially after using Select all visible tasks.

Narrowing what the board shows

Filtering is what makes bulk actions safe and a busy board readable. Filters apply across whichever projects the board is showing.

Filter by	Useful for
Status	Isolating everything waiting on review.
Priority	Pulling out the critical work while in status view.
Type	Separating general, website, and image tasks.
Tags	Grouping by whatever your team uses tags for.
Assigned to	Seeing one person’s workload.
Created by	Finding everything one client raised.

*Filter first, then select all visible — the selection respects your filters.*

Tip

Filter by Created by and pick a client to see exactly what they asked for in their last review — then switch to priority view and triage the lot in one pass.

Working with a task card

Selecting a card opens it without leaving the board, so you can make changes and carry on rather than navigating away and back.

From the card you can	Notes
Change status, priority, and tags	Applies immediately.
Assign or reassign people	The assignee sees it in their own filtered view.
Reply and comment	The full conversation is available here.
Add internal notes	Visible to your team, not to clients.
Attach files	Images and documents.
Open the task in context	Go To Task jumps to the page the task was raised on.

Each card also carries reference detail captured when the task was created:

Screenshot — how the page looked at the moment the task was raised.
Due date — when the task is expected to be finished.
Technical details — screen size, browser version, who created it, the task number, and its project.
Page link — the source page the task belongs to.

How tasks themselves work is covered separately. Learn More About Managing Tasks.

Note

Internal notes and internal tasks are how you keep working notes away from clients while still recording them against the work.

Jumping to a task in context

A card tells you what the task is, but not always where it lives. Go To Task takes you to the page the task was raised on, so you can see the thing being described rather than reading about it.

Select a task card to open it.
Select Go To Task.
The page the task was raised on opens in a new tab, with the task in view. For email-based tasks it opens the relevant view instead.

*Go To Task opens the page the feedback was left on.*

Tip

Reach for this whenever a task’s wording is ambiguous. Seeing the element a client pointed at settles most “which button did they mean?” questions instantly.

Page reviews on the board

When a page review produces several findings, they do not scatter across the board as unrelated cards. They stay grouped under the review they came from, so a single review reads as one item with its findings beneath it rather than twenty separate tasks.

Selecting the review opens its findings together, which keeps the board readable after an AI review has run across a site.

Tip

If a board suddenly looks overwhelming after a review, check whether you are looking at grouped findings rather than individual tasks. Working through them from the review keeps the context of which page they belong to.

Known limitations

Where the board stops:

Dragging cannot be undone. Drag the card back to reverse it.
Bulk delete is permanent. There is no confirmation step once applied.
Columns are fixed. You cannot add, rename, or remove columns — they are the four statuses or the four priorities.
Boards are workspace-scoped. You cannot see tasks from another workspace here.
Tags must already exist in your workspace before they can be applied in bulk.

FAQs

Can I add my own columns?

No. Columns are fixed — either the four statuses or the four priorities, depending on the view.

What is the difference between Boards and Inbox?

They show the same tasks. Boards is visual and built for moving work along; Inbox is a list and better for reading through detail.

Does dragging a card notify anyone?

Status changes are recorded against the task and can trigger notifications or workflows depending on your setup.

Can I see several projects on one board?

Yes. Choose multiple projects in the selector to see their tasks together.

How do I change priority for a lot of tasks quickly?

Two ways: switch to priority view and drag them, or select them and use the bulk priority action.

Can I undo a bulk change?

Not as a single action. Status, priority, and tag changes can be reapplied, but bulk deletion is permanent.

Can clients access the board?

Boards is permission-gated, so access depends on the role someone holds in your workspace. Clients and stakeholders typically work through Collaborate on the site itself rather than the board.

Is there a way to bulk update tasks?

Yes. Select the tasks and use the bulk toolbar to change status, priority, or tags, notify people, pin, or delete — all in one action.

Does Atarim notify people when a task changes?

Status changes and new comments are among the events that can notify people, depending on your notification settings and any workflows you have running.

Why do some cards seem to belong together?

Findings from a page review stay grouped under the review that produced them, rather than appearing as unrelated tasks.

Common issues

Boards is missing from the sidebar. Your role does not carry board access. An administrator can grant it under Settings → User Permissions.
The board is empty. Check which projects are selected, then clear your filters. A filter left on from an earlier session is the usual cause.
A task is missing. It may be filtered out, in another project, or in another workspace. Clear filters first.
Columns are named Low, Medium, High, Critical. The board is in priority view rather than status view. Switch back if you wanted progress.
Dragging changed the wrong thing. Check which view you are in — dragging sets status in one and priority in the other.
A drag did not stick. Reload the board. If it still reverts, you may not have permission to change that task.
A bulk change applied to more than you expected. Select all visible tasks takes everything on screen after filters. Narrow the filters before selecting.
Many similar cards appeared at once. A page review has run. Its findings are grouped under the review rather than being unrelated tasks.

Conclusion

Boards earn their place in two moments: the daily glance at where everything stands, and the hour after a client review when forty tasks need sorting. Learn the view switch and the bulk toolbar and the second of those stops being a chore.

Tasks themselves — how they are created, assigned, and tracked — are covered separately.

Explore Tracking Task Progress

Tips & best practices

Switch to priority view straight after a client review. Dragging cards into columns triages and sets priorities in one pass.
Always filter before using Select all visible tasks — the selection follows your filters, which is what makes it safe.
Use status view for standups and priority view for planning. They answer different questions.
Reorder within a column so the next thing to pick up is always at the top.
Filter by Created by to see everything one client raised, then work through it as a batch.
Keep tags consistent across the team. Bulk tagging is only as useful as the tags you agree on.

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