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Traise Docs

Tasks

Tasks in Traise are organized as Kanban boards. Each board has lanes (columns), and cards move from left to right as work progresses. Changes sync instantly across your team via WebSocket, so everyone sees the same board in real time.

Opening a board

Section titled “Opening a board”

Go to Tasks (/tasks) to see all available boards. Click a board name to open it. Each lane shows a card count so you can spot bottlenecks at a glance.

Adding a task card

Section titled “Adding a task card”
  1. Click the + button at the top of the lane you want to add the card to.
  2. Search for a contact to link the task to — this connects the card to that client’s record.
  3. Enter a Title and optional Details.
  4. Click Save.

The card appears in that lane immediately. Anyone viewing the board sees it at the same time.

Moving cards

Section titled “Moving cards”

Drag a card from one lane to another. The move is broadcast over WebSocket so your teammates’ boards update in real time without refreshing.

Filtering by team member

Section titled “Filtering by team member”

Avatar chips appear above the board, one per team member. Click a chip to show only that person’s cards. Click again to clear the filter. You can filter by one person at a time.

Tasks on a contact record

Section titled “Tasks on a contact record”

Every task linked to a contact also appears in the Tasks tab on that contact’s record. This means you can see all open work for a client without leaving their page.

Tag-based boards

Section titled “Tag-based boards”

Some boards are configured with Assigned Tags. These boards automatically populate with contacts who have those tags applied. Cards on tag-based boards do not show a delete icon — manage those contacts through tags instead.