Manager
The Manager is a kanban-style task board for organising project work. Use it to track tasks, assign responsibilities, and monitor progress across one or more workbooks.
Workbook list
When you open the Manager module, you see a list of all workbooks in the project.
Use the Search Workbooks bar at the top to filter the list by name in real time.
Click any workbook to open its kanban board.
Click the three-dot menu (ellipsis icon) on a workbook row to open the options popover:
Edit - opens a form where you can rename the workbook (3-64 characters, required).
Delete - removes the workbook after a confirmation prompt.
Create a workbook
Workbooks let you group related tasks together - for example, by phase, topic, or team.
Open the Manager module from the project sidebar.
Click the Create Workbook button (top right).
Enter a name for the workbook (3-64 characters, required).
Click Create to save. You are taken directly to the new kanban board.
If the workbook list is empty, a Create new Workbook button appears in the centre of the screen as a shortcut.
Kanban board
Each workbook has a kanban board with three fixed columns:
To Do - tasks that have not been started
Busy - tasks currently in progress
Done - completed tasks
Toolbar
At the top of the board you will find:
Search user bar - type a project member's name to filter the board and show only cards assigned to that person.
Open / Closed segment buttons - switch between active cards (Open) and cards that have been marked as closed (Closed).
Create Card button - opens the create card form.
Edit Workbook button (settings icon) - navigates to the workbook settings page where you can rename or delete the workbook.
Moving and reordering cards
Drag and drop - grab a card and drag it to a different column to update its status, or drag it up or down within a column to reorder it.
Mobile layout
On a mobile device the board shows one column at a time.
Use the column tabs at the top (To Do, Busy, Done) to switch between columns.
The Expand All / Collapse All button toggles the description accordion on all visible cards so you can quickly scan or hide details.
Swipe down to refresh the board.
Cards
Cards represent individual tasks within a workbook.
Create a card
Click Create Card in the board toolbar.
Fill in the card details:
Name (required, 3-65 characters) - a short title for the task.
Description - a full Markdown editor where you can add formatted text, bullet lists, links, and more. Leave it blank if not needed.
Column - choose which column the card should start in (To Do, Busy, or Done).
Due date - click the date field to open a calendar picker and select a deadline. Use the Clear button to remove the date.
Assign to user - select a project member to be responsible for the task.
Click Create to save the card.
Edit a card
Click the ... (ellipsis) button on any card to open the edit form. All the same fields are available as when creating a card, plus:
Closed toggle - check this box to mark the task as done and move it to the Closed view. Uncheck it to reopen the card.
Delete button - permanently removes the card. This cannot be undone.
Click Update to save your changes.
Assigned users on cards
Each card shows the assigned user's avatar and display name. Click the name to navigate to their profile.
If no user is assigned, an Assign user link appears on the card. Click it to open the edit form and add an assignee.
Edit workbook settings
To rename a workbook, use either of these routes:
From the workbook list - click the three-dot menu on the workbook row and choose Edit.
From the kanban board - click the settings icon in the toolbar to open the Edit Workbook page. Enter the new name and click Save.
To delete a workbook, use the three-dot menu on the workbook list and choose Delete.
The Manager is a lightweight tool for tracking work within a project. For complex project management needs, consider connecting an external tool via the Apps module.
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