> For the complete documentation index, see [llms.txt](https://docs.informationhub.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.informationhub.io/project/manager.md).

# 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.

<figure><img src="/files/a7BayIFhRamwdwlmmnhX" alt="The manager page"><figcaption><p>The manager page</p></figcaption></figure>

## 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.

1. Open the **Manager** module from the project sidebar.
2. Click the **Create Workbook** button (top right).
3. Enter a name for the workbook (3-64 characters, required).
4. Click **Create** to save. You are taken directly to the new kanban board.

{% hint style="info" %}
If the workbook list is empty, a **Create new Workbook** button appears in the centre of the screen as a shortcut.
{% endhint %}

## 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

1. Click **Create Card** in the board toolbar.
2. 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.
3. 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**.

{% hint style="info" %}
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.
{% endhint %}