Running a section means juggling dozens of small jobs — book the minibus, chase the consent forms, order the badges, sort the AGM. Task boards give your leadership team one shared place to keep all of it, so nothing lives only in someone's head or buried in a chat thread. Each board is a set of columns you drag cards between, with due dates, priorities and who's doing what.
Task boards are a leadership tool — only leaders and admins in your group can see and use them. Look for Tasks in your sidebar.
Where to find this
Open Tasks from the sidebar. You'll land on your group's boards, with a tab across the top for each one. If you haven't made a board yet, you'll be invited to create your first.
Creating a board
Make a separate board for anything that deserves its own to-do list — a camp, a fundraising push, the term's programme, or just your group's general jobs.
- Click New board.
- Give it a Name (for example, Summer Camp 2026).
- Add a short Description if it helps the team know what the board is for.
- Click Create board.
Your new board opens straight away with a starter set of columns. Switch between boards any time using the tabs at the top.
Setting up your columns
Columns are the stages a job moves through — typically To do, In progress and Done, but they're yours to shape. Use the + at the end of the board to add one, or open a column's ••• menu to manage it.
| Action | What it does |
|---|---|
| Add column | Create a new stage. Give it a name (e.g. In Review) and a colour. |
| Rename column | Change the name. |
| Move left / Move right | Reorder the columns. |
| Mark as Done column | Tag this column as the finishing line — cards moved here count as complete. |
| Delete column | Remove the column. A board always keeps at least one. |
The Done column is special: any card that lands there is treated as finished, which is what powers the Completed toggle and keeps your active board uncluttered. If you delete a Done column, you'll be asked which remaining column should take over that role.
Adding a task
Click the + on any column to add a card, then fill in as much or as little as you like — only the title is required.
| Field | Notes |
|---|---|
| Title | What needs doing — e.g. Book the minibus for camp. Required. |
| Description | Any extra detail the team needs. Optional. |
| Column | Which stage the card starts in. |
| Priority | Low, Medium, High or Urgent. Shows as a coloured dot on the card. |
| Due date | Pick a date. Cards nearing or past their due date are highlighted so they don't slip. |
| Assignees | The leaders responsible. You can pick more than one. |
| Labels | Colour-coded tags (e.g. Catering, Transport). Create a new label inline by typing a name, choosing a colour and clicking Add. |
| Linked items | Connect the task to an Event, Member or Badge so the related record is one click away. |
Click Add task to save. The card appears in the column you chose.
Moving tasks around
Drag any card to a different position, or to another column, as work progresses — drop it in your Done column when it's finished. Changes save as you go.
Assigning work and staying notified
Assign a task to one or more leaders from the card's Assignees field. When you do, each person gets an in-app notification letting them know a job has landed with them — you'll find these under the Tasks category in the notification bell. Opening the notification takes them straight to the task, switching group first if it belongs to a different one.
Board view and table view
Every board offers two ways to look at the same tasks. Use the view toggle on the right of the toolbar to switch.
- Board view — the Kanban columns, best for moving work through its stages.
- Table view — a sortable, filterable list, best for scanning everything at once or working through a long backlog. You can show or hide columns to focus on what matters.
The toolbar works the same in both views:
| Control | What it does |
|---|---|
| Search | Find a task by its title. |
| Filters | Narrow by Priority, Assignee or Label. |
| Completed | Show or hide cards in your Done column. |
| Sort | Manual (board order), Priority, Due date, Title or Created. |
Working on several tasks at once
Select more than one task and a bulk actions bar appears, so you can update them together — handy when you're tidying up after an event or reprioritising a backlog. From there you can set a priority, set a due date, assign a leader, move them to another column, mark them complete, or delete them.
Editing and deleting
Click any card to reopen it and change its details. To remove a single task, use Delete at the bottom of its form. You can also delete a whole column or an entire board from their respective menus — these can't be undone, so you'll always be asked to confirm first.
What's next
- Saved Views and Filters — save the filters and sort order you use most across Scoutworks' list pages
- Creating Events — set up the camps and meetings you'll link tasks to
- Notifications — manage the notification bell, including the alerts you get when a task is assigned to you
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What's next?
Related guidesSaved Views and Filters
Save the filters and sort order you use every week so your lists open exactly how you want them, on every device.
Read articleCreating Events
How to create camps, programme meetings, and activities in Scoutworks.
Read articleNotifications
How to view and manage your notifications in Scoutworks — the notification bell, push notifications to your phone or laptop, and choosing which emails you receive.
Read article