Project Boards vs. Task Boards

Purpose
Boards provide an interactive way to manage work visually.

Project Insight offers Kanban Boards at both Project and Task levels

Project Boards (high-level status tracking) 

Task Boards (individual work management) that update data in real time across reports and dashboards.

How to

1. Open a Portfolio, Program, or Project.

2. Select the Boards view from the left menu.

3. Choose between:

   • Project Boards: manage project status, type, health, or planning dates.

   • Task Boards: manage task-level assignments or statuses.

4. Drag cards between columns to change their category (for example, from Planning to Active or In Progress to Done).

5. Click any card to open task details or leave comments.

Best practices

• Use Project Boards for PMO or leadership reviews.

• Use Task Boards during team stand-ups to update assignments quickly.

• Keep columns consistent across teams (e.g., Not Started / In Progress / Complete).

• Color indicators update everywhere—no separate reports required.