Your first board and work items
Boards are Kanban boards that let you visualize your team's workflow. Each board contains columns that represent the states tasks pass through.
What is a board
A board is a visual board within a project. You can have multiple boards in the same project to organize different areas of work (for example, one board for development and another for design).
Each board has:
- Columns -- Workflow states (Backlog, To Do, In Progress, etc.)
- Work Items -- Tasks assigned to columns
- Kanban View -- Drag and drop items between columns
Create a board
1. Access the project's boards
Inside your project, click on the Boards section in the sidebar or on the New board button.
2. Configure the board
Fill in the basic information:
| Field | Description | Example |
|---|---|---|
| Name | Name of the board | "Sprint Board", "Backend Development" |
| Area | Work area it covers | "Engineering", "Design", "General" |
| Template | Predefined column template | "Basic Kanban", "Scrum", etc. |
3. Confirm the creation
Click Create board. The board will be created with the columns from the selected template.
Default columns
When creating a board with the standard template, you'll get these columns:
| Column | Purpose | Role |
|---|---|---|
| Backlog | Ideas and tasks pending prioritization | Default (new items land here) |
| To Do | Prioritized tasks, ready to start | -- |
| In Progress | Tasks being actively worked on | -- |
| Review | Completed tasks pending review | -- |
| Testing | Tasks in the testing phase | -- |
| Done | Completed tasks | Closing column |
Column roles
Columns have two special roles:
- isDefault -- The column where new work items are automatically placed. Usually "Backlog" or "To Do".
- isDone -- The column that marks a work item as completed. Usually "Done". When an item reaches this column, it is considered finished.
Work items do not have a separate "status" field. Their status is determined by the board column they are in. Moving an item to the "Done" column is what marks it as completed.
Create your first work item
1. From the board
Click the + button on any board column, or use the New work item button at the top.
2. Fill in the details
| Field | Description | Required |
|---|---|---|
| Title | Descriptive name for the task | Yes |
| Type | Epic, Feature, Story, or Task | Yes |
| Description | Details of what needs to be done | No (but recommended) |
| Priority | Critical, High, Medium, Low | No |
| Assignee | Team member responsible | No |
| Sprint | Sprint it belongs to | No |
Type hierarchy
Work items are organized in a four-level hierarchy:
Epic (large objective)
└── Feature (specific functionality)
└── Story (user story)
└── Task (specific technical task)
If you're just getting started, don't worry about the full hierarchy. Create tasks directly for your pending work. You can reorganize the structure later.
3. Work item created
The new work item will appear in the board's default column (usually "Backlog" or "To Do"). From here you can:
- Drag it to another column to change its status
- Click on it to view and edit its details
- Assign it to a team member
- Add description, comments, and attachments
Move work items between columns
The main interaction with the board is drag and drop:
- Click on a work item and hold it
- Drag it to the target column
- Drop it at the desired position
The work item will automatically change its status based on the column where you place it.
When you move an item to the column marked as "Done" (isDone), that work item is considered completed. Make sure it is actually finished before moving it.
Customize columns
You can add, rename, reorder, and delete columns according to your team's needs. Access the board settings to manage columns.
Next step: Connect with Claude Code -- Integrate your IDE with Almirant so the AI can manage your work items.