Create a task board: For Agencies

Task boards are perfect for retainer clients or smaller, short projects or one-off tasks. They can also be used on agile-style projects which have more complexity.

1. Create your project

  • Hit 'New Project'
  • Select 'Board' as your project type


  • Hit 'Create' to move to the next setup screen

Outlign will create a project home space where you can view active tasks, and tasks assigned to you or you can + add a new task. That's the next action we will focus on.


2. Create your task board

  • Either Select 'add a new task' or Board to see the task board


  • You'll want to go ahead and name your columns and then add your tasks for each column.


  • You can easily assign people to a Task or add a due date simply by hovering on the card. You can also edit the task title or copy a link to the card for easy sharing.


  • And then simply select the person your want to assign the task to;


5. Adding detail and editing to-dos

  • To Add a description for your to-do, click on the card to enter the detailed view
  • The detailed view will slide in and you can now start to enter your details for the task
  • Hit 'Save' and the task will now become active


6. Adding an approval to a task


To set an approval on a task;


  • Select the three-dot menu on the right hand side of the screen
  • Select 'set as Needs Approval'

  • Your task should now show an approve button, which both your team and the client can see.

  • When your task reaches the moment when approval is needed, just ask the client to approve the task by pressing the green approve button
  • They will be prompted with a approval dialogue modal to ensure they are clear on the sign-off terms


7. Invite the people to your project

Make sure the right people on your crew and on your client's team have access to this project, to do this:

  • Navigate up to the team avatars in the right-hand corner

  • Click on 'Invite someone' — you can do this to add people from your internal team or tab across to the client team to invite clients


    Note: Even if a member has been added to your agency team they will still need to be added to the individual project to see it.



Recurring Tasks

This feature is ideal for agencies managing tasks that restart regularly, such as monthly reporting, weekly status updates, or routine client deliverables.

Why Use Recurring Tasks?

  • Save Time: Automate task creation for repeatable processes, eliminating the need to set up tasks manually every week or month.
  • Stay Organised: Ensure recurring work is never overlooked with automatic task generation, keeping your workflows consistent.
  • Boost Efficiency: Focus on meaningful work while Outlign takes care of the repetitive task setup.
  • Maintain Accountability: Regular tasks appear on time, keeping your team on track with client expectations and deadlines.

See how to setup recurring tasks