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Boards

Overview​

Boards provide a kanban-style interface for managing tasks and appointments. Each board displays items organized into columns that represent workflow stages, making it easy to visualize progress and move items through their lifecycle with drag-and-drop interactions.

Board Types​

The platform supports two types of boards:

Task Boards​

Task boards display tasks organized by business status. Each workflow you create generates a corresponding task board. Tasks appear in columns based on their current business status, allowing you to track progress across your care workflows.

Appointment Board​

The built-in Appointment board displays appointments organized by status. This provides a visual overview of scheduled, confirmed, and completed appointments.

Accessing Boards​

Boards are included on every plan, Solo included. Boards can be accessed from:

  • Left Sidebar: Click Board under Care Management (shown to Platform Admin and Base Admin when the board feature is enabled).
  • Home: A Boards card lists active workflows and opens a board directly. This card is only shown to Platform Admin when the board feature is enabled.
  • Command Bar: Open the global command bar and select the Board entry to navigate to a board.

Board Selection​

If you have multiple workflows, you can switch between boards using the board selector in the toolbar. The platform remembers your last selected board and returns you to it automatically.

Default Board​

One board can be set as the default by opening a workflow's "..." menu and choosing Mark As Default. This board loads automatically when you navigate to the boards section without a specific board selected.

Using Boards​

Understanding Columns​

Each column on a board represents a business status in your workflow. Tasks appear in the column that matches their current business status. Column headers display the status name and the count of items in that column.

Filtering Tasks​

Boards provide several filtering options to help you find specific tasks:

Filter by Assignee​

Filter tasks by who they're assigned to:

  • Select one or more team members from the assignee dropdown
  • Choose "Unassigned" to see tasks without an owner
  • Clear filters to see all tasks

Filter by Task Type​

If you have multiple task types configured, filter by type to focus on specific categories of work.

Filter by Due Status​

Filter tasks based on their due date:

  • Overdue: Tasks past their due date
  • Today: Tasks due today
  • Upcoming: Tasks due in the future

Filter by Instance​

For multi-instance organizations, filter tasks by specific instances.

Sort​

Administrators can choose how tasks are sorted within columns:

  • Date: Sort tasks by date
  • Manual: Sort tasks manually using drag-and-drop

Drag-and-Drop​

Move tasks between columns by dragging and dropping. Drag-and-drop is available to Platform Admin and Organization Admin users.

  1. Click and hold a task card
  2. Drag it to the destination column
  3. Release to drop the task

When you drop a task into a new column, the system automatically:

  • Updates the task's business status to match the column
  • Applies any dynamic values configured for that status (such as task status changes)

Tip: You can drag tasks to empty columns. The column will highlight to indicate it can receive the task.

Task Cards​

Each task card displays key information at a glance:

  • Task title: The main identifier for the task
  • Patient name: Who the task is for
  • Assignee: The team member responsible for the task
  • Due date: When the task should be completed
  • Task type: Color-coded indicator of the task category
  • Priority star: Appears if the patient is starred/favorited
  • Subtask progress: Shows completion status if the task has subtasks
  • Aging badge: A small badge showing the number of days since the task's aging date. If the workflow records a timestamp when a task moves to a stage, the badge counts from that timestamp, so an older task can show a small number after a workflow transition. The badge is grey for 1 to 3 days, orange for 4 to 6 days, and red at 7 days or more, and is hidden at 0 days. Whether this badge appears is controlled by the workflow's board-card configuration.

Working with Task Cards​

View Task Details​

Click on a task card to open the task detail view where you can:

  • View all task information
  • Add notes
  • Manage subtasks
  • Update properties

Change Assignee​

Click the assignee avatar on the card to open the task detail dialog, then update the Assignee field to reassign the task to another team member. Click Save to persist the change.

Update Status​

Besides drag-and-drop, you can click the status dropdown on a card to change its business status directly.

Subtasks on Cards​

If a task has subtasks, the card displays:

  • A progress bar showing completion percentage
  • Expandable subtask list (click to expand)
  • Checkboxes to mark subtasks complete directly from the board

Board Configuration​

Boards are configured through Workflows. Each workflow defines:

Columns (Business Statuses)​

Only actions that have a condition become columns on the board. The action title becomes the column name, while the business status shown by the column comes from the condition. Configure columns by:

  1. Navigate to Settings > Workflows
  2. Edit or create a workflow
  3. Add Actions - each action with a condition becomes a column
  4. Set the Action Title - this becomes the column name
  5. Set the Business Status under Conditions - this determines which tasks appear in the column

Column Order​

Columns appear in the order defined in the workflow. Arrange your actions in the sequence that represents your workflow progression.

Dynamic Values​

Configure what happens when a task enters a column:

  • Set FHIR task status (in-progress, completed, etc.)
  • Assign to specific roles or practitioners
  • Update priority
  • Set due dates

For detailed configuration instructions, see Workflows.

Column Filters​

Date rules for columns are configured in the workflow using Last Updated and AuthoredOn conditions. The board does not expose a per-column Hide old items option for workflow boards.

Relationship Between Boards, Tasks, and Workflows​

Understanding how these components connect:

Workflow (Configuration)
  └─ Actions → Board Columns
      └─ Conditions → Which tasks appear
      └─ Dynamic Values → Auto-update task properties

Task (Work Item)
  └─ Business Status → Determines column placement
  └─ Appears on boards where status matches

Board (Visualization)
  └─ Shows tasks filtered by workflow's action conditions
  └─ Drag-drop updates task business status

Shared Business Statuses​

Business statuses are shared across workflows. If two workflows have a column with the same business status, a task with that status appears on both boards. This enables:

  • Cross-functional visibility
  • Multiple workflow perspectives on the same tasks
  • Flexible task tracking across teams

For more information on task creation and management, see Tasks.

Best Practices​

Design Your Workflow First​

Before creating a workflow, map out your care workflow:

  • Identify the key stages tasks move through
  • Define what happens at each stage
  • Determine who is responsible at each stage

Use Descriptive Status Names​

Choose business status names that clearly indicate:

  • What state the task is in
  • What action needs to happen
  • Who might be responsible

Good examples: "Awaiting Lab Results", "Care Manager Review", "Documentation Complete"

Avoid: "Stage 1", "Pending", "Done" (too generic)

Leverage Dynamic Values​

Configure dynamic values to automate status updates:

  • Set FHIR status to "in-progress" when work begins
  • Set to "completed" when the final column is reached
  • Auto-assign tasks when they enter specific stages

Regular Board Reviews​

Use boards for team standups and reviews:

  • Review items in each column
  • Identify bottlenecks (columns with many items)
  • Ensure tasks are progressing through the workflow

Troubleshooting​

Task Not Appearing on Board​

If a task doesn't appear on expected board:

  1. Check the task's business status matches a column condition
  2. Verify no filters are hiding the task
  3. Ensure the task type is included in your filter

Drag-and-Drop Not Working​

If you can't drag tasks:

  1. Ensure you have edit permissions for the task
  2. Check that the target column accepts the task type
  3. Try refreshing the page

Performance with Many Tasks​

For boards with many tasks:

  • Use filters to narrow down the view
  • Columns load up to 500 tasks and display 50 at a time
  • Scroll to load additional tasks