#TASK MANAGEMENT

Organize your project in a single board

Boards in Plaky store all your project-related tasks and files, helping you stay organized and manage your projects with ease.

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Why use boards?

Align your team around your goals

Delegate and assign tasks to your team so that everyone knows what needs to be done and when. Foster accountability and collaboration while keeping your goals in focus.

Align people around shared goals with boards

Keep files readily available

Keep all project-related files in one place to boost productivity, improve collaboration, and ensure version control. Save time by keeping files accessible to relevant team members at all times.

Track progress

Use different board views to stay organized and focus on the most critical tasks. View data in Table, Kanban, or Chart view to gain helpful insights about your project's health.

Monitor team activity

Use activity logs and notifications to hold team members accountable for their work. Always know who's working on what, how long each task takes, and whether or not deadlines are being met.

Control information access

Use permissions to control the level of board access for different team members. Make sure that sensitive information is protected, and that only authorized team members can make changes to the project.

Pair your boards with these features

Items

Break down projects into manageable items and subitems, and get a clear overview of the work ahead.

Board views

See your project data from different perspectives and gain new insights at a glance.

Custom fields

Tailor your boards to your liking and organize project information with a range of custom fields.

Board templates

Get access to pre-made industry frameworks and jumpstart your projects fast.

Activity logs

Keep track of all board and item changes and make sure no mistakes survive until the end of the project.

Board automations

Eliminate manual work by setting up triggers and actions to automate different repetitive tasks.

See all features

Creating project boards has never been easier

Step 1 Create a new board

Click on the + sign in the left sidebar and choose New board. Decide whether you want to create a board from scratch or from a template. Then, add key details, such as board name, Space, and members. You can also make the board private or public.

Step 2 Create fields

Structure the board data however it makes the most sense to you. Click on the + sign at the top of an Item Group to add different types of Fields — Status, Rich Text, Date, Person, etc.

Step 3 Add items and subitems

Break down your project into smaller tasks and subtasks. Click “New item/subitem” and fill out the details about your tasks, based on the previously created Fields.

Step 4 Set member permissions

Click the three dots in the top-right corner and choose Board permission. Decide the level of permissions your board members will have to keep information secure — Edit everything, Edit content only, or Add comments and files.

Step 5 Assign tasks and collaborate

Use the Person field to delegate tasks to team members and keep everyone accountable. And you’re all set and ready to collaborate!

Frequently asked questions

What is a board in Plaky?

Boards in Plaky are highly customizable project management hubs that store all project-related tasks, files, and correspondence.

Can I create boards for free in Plaky?

Yes! Plaky users can create an unlimited number of project boards on all plans.

What board views can I choose from?

The default board view in Plaky is the Table view. Apart from that, users can generate Kanban, Gantt, and Chart views, depending on their subscription.

How do I customize my boards?

One of the main ways of customizing Plaky boards is via Board Fields. Fields contain different information about your tasks and ultimately determine the board’s structure.

Apart from adding or deleting Fields, you can also rearrange them, as well as use filters and sorting to manipulate the displayed information.

If you’re on the paid plans, you can also use Board Automations to set up automatic actions based on various triggers.

Can I create a board from a template?

Yes, you can. Click the + sign in the left sidebar and choose New Board > Create from template. This will open up the Template Center, where you can choose from a variety of industry-specific templates to jumpstart your project.

Can I import a project board from another app?

Yes, you can. Click the + sign in the left sidebar and choose New Board > Create from file. This will open up the CSV file import window, where you can add your CSV file and map the data.

How can I automate my boards?

If you’re subscribed to one of Plaky’s paid plans, you can use Board Automations to automate your workflow. Automations consist of triggers and actions that you can set up to eliminate repetitive tasks you’d otherwise manually update.

Who can access my boards?

Boards can be public or private in Plaky. Public Boards are visible to anyone in a particular Space, whereas private Boards are only accessible to the Board Owner and any users they invite to the board.

Private Boards is a paid feature on Plaky’s PRO and ENTERPRISE plans.