Organizing my tasks with the Kanban board

Organize your daily routine at a glance

The task board is a Kanban board integrated into your dashboard — a system of columns where you move your tasks from left to right as they progress. Simple, visual, effective.

Key points

• 4 default columns: To do, In progress, Waiting on client, Done

• Each task has a title, a description, a priority, and a due date

• Link a task to a client

• Move tasks by drag-and-drop

Where to access the task board?

You can access the task board from your photographer space, in the "Tasks" section of the sidebar.

A second view is available directly on a client's profile, in the "Tasks" tab. The same board is displayed but filtered specifically on the client.

Column organization

Your board is organized into 4 columns, created automatically from your first use:

• To do (purple)

• In progress (orange)

• Waiting on client (red)

• Done (green)

Creating a new task

To create a new task, you need to fill in:

• A title (required)

• A description

• A priority: high, medium, or low (medium by default).

• A due date (optional) — the card displays a visual indicator: green if it's in the future, orange if it's today, red if it's overdue.

• A client (optional) — you can associate the task with a client from your CRM. Their name and email are displayed on the card.

Move and organize

All tasks are moved by drag-and-drop:

• From one column to another to change their status (from "To do" to "In progress", for example)

• Within the same column to change the visual priority order

The link with your clients

Each task can be attached to a client. The benefit is twofold:

• From the global task board, you see all your tasks from all your clients in one place

• From the client profile ("Tasks" tab), you see only the tasks linked to that client, always in Kanban form

It's the same board, but filtered. Handy for instantly finding what remains to be done for a specific client.

Automatically created tasks

Some tasks are created for you without you having to think about it:

• When a visitor sends you a message via the contact form, a task is automatically added to the "To do" column with the title "Message from [name]" and the visitor's contact details in the description

• When a prospect leaves their contact details via the AI assistant, a task is created in the same way with the note "(via AI)"

In both cases, a client is also created automatically in your CRM.