Create tasks directly on the whiteboard

Manage tasks where collaboration happens: right on the board. With colors, assignees, dates and status, you give your projects a clear visual structure. Keep track of open to-dos, plan next steps and share responsibility with your team. All in one place.

How do tasks in Collaboard help you?

Clear visual overview

Tasks are visible right where ideas are created. Instead of switching between tools, you work on one board that connects planning and collaboration.

Responsibilities at a glance

As soon as you assign a person in the task management tool, it is clear who is responsible for what. The assignee is notified by email and directly on the board.

Works with everything your team uses

Whether it's Kanban with tables, clusters in frames or discussions in comments: tasks can be linked with other elements on the board.

How do you create tasks in Collaboard?

1. Place a task on the board

Select the Task function in the left toolbar. Click on the board to place a new task, or hold down the mouse button and drag to set the width directly. The task appears immediately.

2. Enter a title and add details

Type directly into the task to set a title. Open the task details via the context menu or the gray icon in the bottom right corner. There you can set the color, status, assignee, start and end date and a formatted description.

3. Organize tasks by placing them in context

Link tasks with arrows, arrange them in frames or tables, use tags or add comments with mentions. This creates structure and makes sure tasks are anchored in the big picture.

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What features do tasks in Collaboard offer?

With these features, you plan tasks right on the board and always keep track of what’s next.

Where can you use tasks effectively?

Visual Kanban board

Plan tasks directly on the board, without external tools. You can place the tasks in tables or shapes and move them around. This creates a clear workflow that you can adjust at any time.

Sort tasks by status
Make assignees visible
Move tasks easily via drag and drop

Agenda for structured meetings

Use tasks to prepare and run meetings in a focused way. Each agenda item is recorded as a task, assigned and can be tracked.

Create topics as tasks
Set responsibilities and times
Process results directly

Put workshop results into action

Collect ideas in the workshop, sort them into tasks and plan the next steps right away. No results get lost and your team knows how to move forward.

Define tasks directly in the workshop
Link them with tags, comments and frames
Document follow-ups on the same board

Workshop ideas turned into tasks in Collaboard

Which templates work well with tasks?

Kanban Board

This template is ideal for organizing tasks in different stages. You can create tasks directly on the board, move them and mark them with colors. The visual layout helps you keep track at all times.

Sort tasks by status
Assign team members directly
Use color markers for orientation

Retrospectives

Turn the results of retrospectives directly into tasks. This way, retrospectives don't stop at insights but move straight into concrete next steps. Tasks can be clustered by topic, tagged and tracked.

Capture results so they stay visible and editable
Assign responsibilities for follow-up tasks
Keep an overview with colors and status

Starfish Retrospective template in Collaboard

Tips for using tasks in Collaboard

The following tips help you integrate tasks into your daily work and keep your boards clear:

Work with color codes to structure tasks. Use colors for different project phases or teams, for example. This lets you see at a glance which tasks belong together.
Use tables as columns for a Kanban board. Each column represents a status, and you can move or reassign tasks freely. This lets you steer the course of your project directly on the board.
Link tasks with arrows to make dependencies visible. Connecting lines make workflows clear and easy to follow. This is especially helpful for processes with several people involved.
Use comments to develop tasks together. With mentions in the comment section, you reach the responsible people directly and clarify questions in context.
Plan tasks with start and end dates to meet deadlines. Especially for workshops, submissions or project phases, clear time frames help you keep track.

Tasks in Collaboard – Frequently Asked Questions

Any questions? We are here to help.

Yes, participants can write content on cards you have prepared. You can integrate additional methods like ratings or polls to make feedback visible and actionable.

Define topic phases on the board, place cards accordingly, and use shapes or frames. Invite all participants early and make sure everyone has access so you can start right away.

Use the lock function in Collaboard to fix specific cards or shapes in place. This keeps important content stable while participants work in other areas.

Yes, you can copy cards at any time or save an entire board as a template. This saves you time in preparation and preserves proven workshop structures.

Templates like 6-3-5 Brainwriting, SCAMPER, and 5-Finger Feedback bring structured methods directly to the board. They help you spark creativity, organize feedback, and make results visible.

Start your next whiteboard now

Get a free trial of Collaboard with up to 3 boards and five people per session. All key features are available for you to try out.

Create tasks directly on the whiteboard