Workspace

My tasks

Your own working surface. Personal to-dos — admin, follow-ups, ideas, errands — sit alongside the project tasks assigned to you, so you plan your day in one place instead of opening six projects to find out what you owe.

What lands here

• •Personal tasks — anything you add yourself. Private to you; nobody else in the workspace sees them, including the owner.
• •Project work assigned to you — tasks from project boards where you're the assignee. These stay owned by the project: completing one here updates the project board, and your team still sees it there.

Both kinds of card sit on the same board and can be worked from the same screen. Only personal tasks can be filed into your own lists — project cards keep their home in the project.

Adding a task

Two ways, depending on how much you have to say:

• •Quick add — type a title into the inline row and press Enter. The task is saved and the field clears itself, ready for the next one. This is the fast path for capture; go back and add detail later. On Board the row sits in the To do column; on Lists every column has its own, so a task lands filed.
• •New task — the button in the header opens the full form: title, notes, due date, priority (low, normal, high — high is flagged red), and a subtask breakdown.

There's also Import, which takes a pasted chat or email and pulls the tasks out of it for you to review before saving.

Views

The switcher in the header changes how the same tasks are arranged. Your choice is remembered.

• •Board — a status kanban: To do, In progress, In review, Complete. Drag a card between columns to change its status.
• •Lists — your own named columns instead of statuses. Group work however you actually think about it.
• •Canvas — the same lists placed freely on a pan-and-zoom plane. Desktop only (see below).
• •All — one flat list of everything, with overdue, backlog, and recently completed sections.
• •Day / Week / Month — tasks slotted by due date. Today is highlighted and overdue work floats to the top.

Lists — your own columns

Board sorts by status. Lists sorts by whatever you decide: Waiting on client, Quotes to send, This week, one column per client — it's yours.

• •Create a list with the + Add list column at the end of the row. Click a list name to rename it in place.
• •File a task by dragging its card into a column. Tasks you haven't filed sit in Unsorted.
• •Reorder the columns themselves — hover a column header, grab the grip handle on the left, and drag the whole column where it belongs. An emerald marker shows where it will land. Your order sticks.
• •Keyboard — focus the grip handle with Tab and use ← / → to nudge the column one place at a time.
• •Project work is pinned as its own column on the left, so assigned project tasks stay visible without being filed anywhere.

Deleting a list never deletes tasks — they return to Unsorted.

Canvas — lists as a workbench

Canvas takes the same lists off the left-to-right rail and lets you place each column anywhere on an infinite plane. Cluster three columns for one client in a corner, keep a long backlog column off to the side, put today's work front and centre. Cards drag between columns exactly as they do everywhere else.

• •Move a column — drag its header. Columns snap to their neighbours' edges as you place them.
• •Pan — drag anywhere on the empty canvas. The pointer turns to a grab hand over the plane, and columns are moved by their headers, so there's no ambiguity about which one you're dragging. Two-finger scroll on a trackpad and holding Space while you drag do the same thing.
• •Zoom — ⌘/Ctrl + scroll (anchored on your cursor), or the + / − buttons in the status bar. 0 resets to 100%.
• •Fit everything on screen — ⇧1, or the fit button in the status bar.
• •Tidy — T squares the arrangement up without flattening it, so a row you deliberately built stays a row. ⌘/Ctrl + Z undoes it. The menu next to it also offers Match Lists order, which lays the columns out in the order your Lists view uses.
• •New list — N drops one in the middle of the current view.

Zoom far enough out and each column collapses to a name plate with a workload bar — you stop reading individual cards and start reading the shape of everything you're carrying. Unsorted and Project work stay docked to the left of the canvas rather than floating on it, and the dock collapses if you want the room. Your layout, zoom, and position are remembered between visits.

Archiving a board

When a stretch of work is finished, click Archive board and give it a name. The whole board is frozen under that name and you start with a clean slate. Archived boards stay one click away in the switcher above the board, open read-only, and can be deleted once you no longer need to refer back.

Completing tasks

Tap the circle on a card to mark it complete, or drag it to the Complete column. Completing an assigned project card marks it complete on the project board too. You can select several tasks and delete them in one action, and re-open anything you closed by mistake.

Privacy

Personal tasks and your lists are yours alone — no teammate, admin, or workspace owner can see them. Anything the team needs visibility on belongs on the project task board instead, where clients can also follow progress from their portal.