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.