How to Manage Tasks With the Kanban Board in OutreachBox

Quick answer: Open the Board (requires the BOARDVIEW permission) to manage work on a visual kanban board. Create task cards, drag them between columns like To Do, In Progress, and Done, assign them to teammates, set due dates, and add labels — keeping your team's work visible and organized.

The Board gives your team a shared, visual way to track work — from content production to outreach follow-ups — so nothing falls through the cracks.

How to use the board

1. Navigate to Board (requires BOARDVIEW permission).
2. Work with columns — To Do, In Progress, Done, plus any custom columns.
3. Create task cards with a title, description, assignee, due date, and labels.
4. Drag and drop cards between columns as work progresses.

What's on a task card

• Title and description
• Assignee
• Due date
• Labels
• Comments

How it fits your workflow

Pair the Board with other features for end-to-end execution:

• Track content calendar production steps.
• Manage outreach follow-ups.
• Coordinate with team members.

Best practices

• Organize columns around your actual workflow stages.
• Use labels consistently to categorize work.
• Assign every card so ownership is clear.
• Update card status regularly and archive completed work.

Frequently Asked Questions

Who can access the board?

Users with the BOARD_VIEW permission. Manage access via roles in Team Members.

Can I add custom columns?

Yes — alongside the default To Do, In Progress, and Done, you can add custom columns to match your workflow.

Can I assign tasks to teammates?

Yes — set an assignee on each card so everyone knows who owns what, and add due dates to keep work on schedule.

Related articles

• How to Manage Team Members, Roles, and Permissions
• How to Build a Content Calendar With OutreachBox

---

Make work visible — cards, columns, and owners keep your team aligned and accountable.