Projects: running a board

Projects: running a board Projects are boards for work that isn't a customer ticket: a depot move, a product launch, a client rollout. Each project has cards that move across three stages: **To

Cards in depth

Cards in depth A card is one piece of work on a project board. Click a card to open it; Open full page gives it the whole screen, with arrows to step through the board's cards. The deta

From ticket to project: moving requests to a board and getting approval

From ticket to project Some tickets aren't a quick answer. They're work with steps: set up a new store, build a report, change a process. Move those to a project board, where the work can be planne

Project notes and library: the brief, shared notes and files

Project notes and library Everything the team needs to know about a project, beyond the cards themselves. The project brief At the top of a board, click Add a project brief and write the s

Importing cards from Trello

Importing cards from Trello If your team has been planning work in Trello, you can copy those cards onto an IntelliDesk project board: descriptions, due dates, labels, checklists, comments and uplo

Exporting project cards to Excel

Exporting project cards to Excel You can download any project board as a real .xlsx workbook — one row per card. It's the fastest way to get a planned-vs-completed view you can filter, pivot, or