FAQ and troubleshooting

I cannot find a board

Check these in order on Operations → Boards:

1. The Mine toggle. If it is on, only boards you are a member of are shown.
2. The board group switcher. If it shows a group name, choose All boards.
3. Active / Archived. Archived boards only appear under Archived.
4. Board type (All / Customer / Internal).
5. Filters. Click the × next to them to clear everything, including the search box.

If the board is private and you are not a member, ask the board's owner to add you. See Private or Shared.

I cannot drag tasks

Dragging only works in the board's own order. A column sort is probably active. Click the sorted column header until the sort clears, then try again. See Reorder or nest by dragging.

The board status did not change when tasks completed

The board is in manual status mode, so the status you (or a teammate) picked stays put. Open the status picker and choose Reset to Auto. If your organization has set Board status mode to Manual, every board is manual and someone needs to update the status by hand. See Automatic vs manual board status.

The dialog says "Project", not "Board"

Create Project from Template creates a board. Project and board mean the same thing here.

Priority shows "Critical" in one place and "Urgent" in another

They are the same level. The priority picker calls the top level Critical; some filters call it Urgent.

Board progress does not match my own count

Board progress is weighted. Each task contributes its progress percentage scaled by its Weight, a parent task's progress comes from its subtasks, and every status sets a percentage (for example In Progress is 50%). See How board progress is calculated.

I am asked for a reason when I change a due date

Your organization has turned on Due date change reason. Enter a short reason; it is saved in the task's activity so the team can see why the plan moved. See Change a due date.

Assign Only or Assign & Notify?

When you assign people in bulk, Assign Only changes the tasks quietly. Assign & Notify also emails each person one summary of their new tasks. Use Assign Only while you are still arranging work, and Assign & Notify when the plan is final.

My Notes tab shows a dot

An amber dot means you have an unsaved note. Open the tab and save or discard it. See Notes tab.

Where did my archived board go, and can I undo a delete?

Archived boards are under Archived on the Boards page and on each customer's Boards tab; choose Restore to bring one back. Deleting is permanent and cannot be undone. See Archive and restore a board.

The customer cannot see a task or file

• The task must have Published to Portal switched on.
• The task's Owner should be Customer.
• The file's visibility must be Shared, not Internal.
• The board must not be Private unless the customer contact has been invited to it.

An automation ran that I did not expect

Open the board's Automations tab and look at the Run log to see which rule fired. Inherited template or organization rules can be paused on one board with Run on this board. See Template and organization rules on a board.

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