OS Project Boards - learn how to manage tasks, teams, and timelines like a true operator. This system wasn’t built for chaos—it was built for clarity, speed, and scale.
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SOP
SOP
1. Click on "Projects".
2. Project Boards
Use Done-For-You (DFY) boards to manage deliverables, deadlines, and daily actions. Stay organized, deliver faster, and scale without breaking the backend.
3. Use “Procedures” to Launch Task Sets
Procedures are pre-built task templates that fire off entire to-do lists—manually or automatically. Tag a client, trigger a flow, save hours.
4. Templates = Repeatable Efficiency
Create a task once. Add files, details, everything. Then “Save as Template” and deploy it anytime. Why start from scratch?
5. “All Tasks” = Global Visibility
Every task. Every board. One master view. No more blind spots.
6. Time to Create a New Project Let’s build your first board.
7. Name + Description Usually this is your client’s name or the project focus. Be specific.
8. Assign Your Team Add the people who’ll own and execute the work.
9. Add Tags + Import Tasks Label your project for quick filtering. Hit “Import Task” to bring in your standard task templates.
10. Visualize the Workflow Here’s what the project board looks like in action.
11. Card View = Drag & Drop Simplicity
Each task is a card with details, tags, and assignees. Move it across columns as you work. It’s fast. It’s visual. It works.
12. Add Project Stages as Columns To-Do, In Progress, Review, Done—whatever fits your flow.
13. Use Search & Filters Like a Pro Search by title or filter by due date, tag, contact, or priority. No wasted time.
14. List View = Checklist Mode
Tasks in a neat vertical list. Fast to scan, faster to complete.
15. Table View = Spreadsheet Power
Rows and columns with full task data. Sort, filter, manage at scale.
16. Calendar View = Timeline Clarity
Visualize deadlines on a calendar. Plan your week or month at a glance.
17. Requests List = Your Incoming Queue
See what tasks or projects have been requested from others. It’s your project inbox.
18. Dashboard = Mission Control
Get the big picture: completed, in-progress, overdue. All your KPIs in one place.
19. Files = One Central Library
All uploaded files from every task, in one spot. No digging required.
20. Notifications = Real-Time Awareness
Stay updated when tasks are assigned, updated, or commented on. No surprises.
21. Settings That Give You Control
- Task Nomenclature: Rename tasks to match your lingo—cards, tickets, whatever.
- Task Actions: Trigger automations when tasks move or change.
- General Settings: Control views, permissions, and board defaults.
22. Share Boards + Create Request Forms Let clients submit requests directly. For more, check out the “Project Requests” demo.
23. Automations = Your Silent Operators
Trigger tasks, move cards, send alerts, assign work, even create PIN-protected requests. Set it up once, let it run forever.
24. Task Forms = Smart Intake
Custom fields to capture exactly what you need on every task. No vague requests allowed.
25. Email Templates (Optional)
Pre-written notifications to save time. But pro tip? Use Chat OS or in-app alerts. They’re faster and more direct.
26. You’re Fully Dialed In You now have a high-performance project board system. Use it to streamline delivery, scale services, and run your business like an operator—not a firefighter.