Help Center

Complete documentation for every TaskBoard365 feature. Find step-by-step guides and tutorials below.

All Features A-Z

Click on any feature to learn how to use it with step-by-step instructions

AI Features

PRO

Use AI to write task descriptions, generate task suggestions, and improve productivity

Analytics & Reports

PRO

View board statistics, track progress, and analyze team performance

Archiving

Archive tasks and boards to keep your workspace clean

Assignees

Assign team members to tasks and track who is working on what

Attachments

Add files, images, and documents to your tasks

Board Backgrounds

Customize board appearance with colors and images

Boards

Create and manage kanban boards for your projects

Calendar View

PRO

View tasks with due dates in a calendar format

Task Covers

Add visual covers to tasks with colors or images

Tasks

Create, edit, move, and manage tasks

Subtasks

Break down tasks into smaller subtasks

Columns (Lists)

Create columns to organize your workflow stages

Comments

Collaborate with team members through task comments

Custom Fields

PRO

Add custom data fields to tasks for specific needs

Dependencies & Blockers

Link tasks together and mark blocked tasks

Due Dates

Set deadlines and start dates for tasks

Excel Export

PRO

Export board data to Excel spreadsheets

Filtering & Search

Find and filter tasks by labels, assignees, and more

Gantt View

PRO

Visualize project timelines with Gantt charts

Getting Started

Quick start guide for new TaskBoard365 users

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts

Labels

Categorize and color-code your tasks with labels

Notifications

Stay updated on card changes and mentions

Priority Levels

Set and display card priority (Low, Medium, High)

Recurring Tasks

PRO

Create tasks that automatically repeat on a schedule

Sharing & Visibility

Control who can see and access your boards

Team Collaboration

Invite members, manage roles, and collaborate

Templates

Use board templates to get started quickly

Time Tracking

PRO

Track time spent on tasks with built-in timers

Trello Import

Import your boards from Trello via CSV export

Voting

Let team members vote on tasks for prioritization

Watching Tasks

Follow specific tasks to get notified of changes

WIP Limits

PRO

Set work-in-progress limits on columns

Workspaces

Organize boards into workspaces for different teams

Frequently Asked Questions

How do I create my first board?

After signing up, click the "Create Board" button on your dashboard. Give your board a name, choose a color, and you're ready to start adding lists and tasks.

How do I invite team members?

Open your workspace and click the "Invite" button. Enter your team members' email addresses and they'll receive an invitation to join your workspace.

What's the difference between Free, Basic, and Pro?

Free gives you 5 boards and 3 team members. Basic ($6/mo) increases limits to 15 boards and 10 members. Pro ($9/mo) unlocks unlimited everything plus AI features, calendar views, time tracking, and Excel exports.

Can I upgrade or downgrade my plan?

Yes! You can change your plan anytime from Settings > Billing. Upgrades take effect immediately. Downgrades take effect at the end of your billing cycle.

How does the 7-day free trial work?

When you upgrade to Basic or Pro, you get 7 days to try all features. You'll be charged at the end of the trial unless you cancel. You can cancel anytime from your billing settings.

How do I cancel my subscription?

Go to Settings > Billing and click "Manage Subscription". You can cancel anytime. Your access continues until the end of your billing period.

Still Have Questions?

Our team is here to help.