Each project comes with a Team Board that is public by default. To access it, go to Teams > Boards in the left-side menu.

Then click on the board selector at the top.

Under Shared with Me, you'll find a board that is named in the following format:

<Project Name> Tasks

Click on it in the menu to open it.

Click on the View button at the top > Grid View. Note: yours might already be on the grid view.

This grid behaves in the same way most grids in O3 do. To filter data, click on the funnel icon next to the column header.

To group data by a column, drag it above the grid.

a. Creating a New Section.

Click on the + sign > Add New Section.

Then type in your section name.

b. Dragging-and-dropping tasks between sections.

You can move tasks between sections by clicking and holding the dots next to the action's name, then dragging-and-dropping.

c. Opening an action.

Click on the action. You'll see its details pop up in a flyout menu to the right.

d. Completing an Action from the Team Board.

You don't have to click into an action to close it out! Just click on the green checkmark next to its name.

Just like last time, click on the View button. This time, choose Card View.

You can update the status of cards by dragging them between columns.

O3 has a couple sets of generic filters - the first let you filter the board by action assignment.

Click where it says All Users at the top > Assigned to Me. Note: yours might say something different.

Only actions assigned to you (if there are any) can be seen.

Click on the button that says Any Status > Hide Completed Actions. Note: yours might say something different.

All completed actions (if there are any) are hidden from the board.

Note: while the video shows how to manage tasks using the list view, the process is similar for other views as well!

Click on the + sign > Add New Task.

We recommend providing an Assigned to User and Due Date to improve visibility & accountability.

For those of you that are on a rotational schedule, you might want to utilize the Assigned to Role or Assigned to Project Team fields so your replacement can pick up where you left off.

Click Save when you're done filling out the task.

Find the task you just created in the board and open it.

Click on the paperclip icon in the top right corner.

Then select your file.

Note that your system admin determines which file types are permitted. If you're unable to upload an attachment, confirm with them they're allowing that type of file.

Click on the Add a Subtask button in the top-right.

Then fill it out its info.

You can close a subtask from its parent task's form by going to the Subtasks section.

Then clicking on the green checkmark.

Click on the Add Approval button at the top-right corner of the task.

Then fill out its info.

a. Submit the action approval.

You can submit an approval from the parent task's details form under the Approvals section.

Then clicking on the orange arrow.

b. Approve or reject the action approval.

To reject it, click on the red X and provide notes on what needs to be done.

To approve it, click on the green checkmark.

Find the Status field in the Task Details form, and select a different status in the dropdown.

Click on Copy Task Link in the top-right corner. You should also see a toast notification letting you know it's been copied to your clipboard.

Then open a new tab and copy into the search bar!

The link will bring you straight to the task's details form.

Scroll down to the task's Comments section.

Click into the rich-text box and type @, then the name of a teammate,

You can also type out a message to them if you'd like.

Click on the green checkmark beneath the text box to create the comment.

Click on the + sign > Add Entities.

Then choose the Entity Type. In the video, we used IWPs as an example.

After that, choose the specific entity you want to add in the selection grid.

If the entity you chose had any actions, they will be added to the Team Board.

Remember, you can hide all completed actions by using the action status filters.

These are some of the action types you might expect to see on a Team Board (besides tasks):

Just click on an action in the Team Board!

Click on the + sign > Add New Team Board.

Name your Team Board and give it a description.

Find the Public checkbox in the Team Board's form and toggle it on.

This means everyone with access to Team Boards can see this board.

This is the view the Team Board will default to when someone is viewing it for the first time. In the example below, the default view is set to the list view.

Don't want the learning to stop? Check out our Team Boards article collection!