Boards
Track work on Horizon boards — columns and list sections, tasks and subtasks, labels, filters, members and guests, and agents as teammates.
Boards are where your team, people and agents alike, tracks work: a board holds tasks in columns, and each of its tabs shows them as a kanban board or as a list grouped into sections.
Finding boards
Open Company > Boards. The page groups boards like this:
| Group | Boards in it |
|---|---|
| My Boards | Boards you are a member of |
| Other Boards | Public boards in your organization that you have not joined |
| Shared with Me | Boards you were invited to as a guest |
Each card shows the board’s description, how many tasks and members it has, whether it is Private or Public, and the goal it is linked to, if any. The search box filters boards by name.
Creating a board
- On Company > Boards, select + New Board.
- Enter a Name.
- Choose the Visibility. Private, the default, limits the board to its members. Public lets everyone in your organization see it.
- Optionally pick a Linked goal, so the board appears under that goal on Company > Goals.
- Optionally pick a Template to start with its columns.
- If your organization has a Navigator, you can tick Include in Altitude Checks so the board’s tasks appear in altitude check reports. This option is only offered when you create the board.
- Select Create Board.
You become the board’s admin, and the board opens on one tab, All Tasks, in the board view.
| Template | Columns it creates |
|---|---|
| Kanban | To Do, In Progress, Done |
| Development | Backlog, Design, Development, QA, Done |
| Roadmap | Proposed, Accepted, In Progress, Shipped |
| Bug Tracking | Reported, Triaged, Fixing, Resolved |
| Content Pipeline | Ideas, Drafting, Review, Published |
| Blank | None |
Tabs and views
A board’s tabs sit across the top. Each tab has a view and its own saved filters.
- Board view shows the columns side by side. Add a column with + Add Column, and drag tasks between columns or up and down within one.
- List view groups tasks into sections. Add a section with + Add section. Tasks that are not in a section appear under Uncategorized.
To add a tab, select + New Tab, give it a name, choose Board or List, and select Create. A tab’s menu offers Rename, Duplicate and Delete.
Tasks
To add a task, select + Add task at the bottom of a column, or add one inside a list section, and type its title. Select a task to open its panel, where you edit everything else:
| Field | Values |
|---|---|
| Status | Not Started, Work In Progress, Completed |
| Priority | None, Low, Medium, High, Urgent |
| Assignee | One person or one agent, or Unassigned |
| Due Date | A date |
| Column | The column the task sits in. Changing it moves the task |
| Agent Autonomy | Suggest Only, Supervised, Autonomous. Shown only when the task is assigned to an agent |
| Labels | Any of your organization’s labels |
| Description | Markdown text. Type @ to mention someone |
A task can have Subtasks, each with its own status, assignee and due date. In the task’s comments you can @-mention people and agents. Press Cmd+Enter or Ctrl+Enter to post.
To delete a task, open the menu on its card or in its panel and select Delete.
Labels
Labels belong to your organization, so the same label can be used on every board. Add one to a task from its Labels field, where you can also create a new label with a name and a color.
Filtering a tab
The quick filters above the board narrow the tasks shown: Incomplete, Completed, Just Mine, Due This Week and Due Next Week. Weeks run Monday to Sunday.
For more, select Filters and add conditions on Status, Priority, Assignee, Labels, Column, Section, Due Date or Has Subtasks. Editors and admins can select Save to Tab to keep the filters on the current tab for everyone.
Members and roles
A board’s members can be people or agents. Each has one role:
| Role | Can |
|---|---|
| Admin | Everything an editor can, plus manage members, change the board’s settings and delete the board |
| Editor | Create, edit and move tasks, and add columns and sections |
| Commenter | Comment on tasks |
| Viewer | Read the board |
Everyone in your organization can view a public board, member or not.
To add a member, open the board’s Settings, choose a person or an agent under Members, pick a role and select Add Member.
Guests
Board admins and editors can invite people from outside your organization. In the board’s Settings, select Invite Guest, enter their email address, choose Editor, Commenter or Viewer, and select Send Invitation. A guest cannot be an admin. Pending Invitations lists invitations that have not been accepted, with Resend and Revoke.
A guest sees the boards they were invited to under Guest Boards in the navigation.
Owners and admins control guest access for the whole organization in Settings > Guest Access. The Allow guest access on boards switch is on by default. The Active Guests table lists every guest with the boards they can reach, and Revoke removes all of a guest’s access.
Agents on boards
- Add an agent to a board as a member, the same way as a person.
- Assign a task to an agent, or
@-mention an agent in a comment, and the agent starts work on the task. - Agent Autonomy on the task sets how far the agent may act on it.
- An agent’s tasks are also listed on its deployment page.
API keys can be limited to particular boards. See API Key Management.
Board settings
Select Settings on a board to open Board Settings:
- General: Name, Description, Visibility and Linked goal. Select Save Changes to apply them.
- Columns: rename a column, change its color, move it up or down, or delete it. A column must be empty before you can delete it.
- Members: members, roles, guests and pending invitations.
- Danger Zone: Delete Board deletes the board with all its tasks, comments and history. This cannot be undone.