Skip to main content
All CollectionsPipelines
πŸŽ₯ Managing Tasks in Board View
πŸŽ₯ Managing Tasks in Board View

Managing Tasks in Board View

Chris Clark avatar
Written by Chris Clark
Updated over 2 months ago
AllPlans.png

The Board View allows easy manage tasks for each of your Pipeline Records in your Copper Pipeline.

On the Pipeline Record card, the number of open tasks related to that pipeline record is indicated by the task checkbox symbol "" on lower part of the card. By clicking on the task symbol, you can add tasks and manage your tasks right from the Board View.

In this video, Andrew walks through how to manage tasks from the Pipeline Record.

Want to learn more about managing tasks in Copper?

Did this answer your question?