# BlueHill Boards: user guide

> Source: https://support.usebluehill.com/boards-overview  |  Updated: 2026-10-26T19:50:59Z

## What a board is

A board is a single project or workflow. Its tasks and stages live inside it. Most boards belong to a customer, for example the onboarding plan for a new account. Internal boards track work that is not tied to a customer, such as a product rollout or a compliance review.

Every board has tasks (with optional subtasks), members who work on it, a status that tells you how the board is doing, and a progress percentage worked out from its tasks.

## Key terms

| Term | Meaning |
|---|---|
| **Board** | One project or workflow. A *customer board* is linked to a customer record; an *internal board* is not. |
| **Task** | One piece of work on a board. Tasks have a status, a priority, assignees, dates and a progress percentage. |
| **Subtask** | A task nested under another task. Subtasks can go two levels deep. A parent task's dates and progress roll up from its subtasks. |
| **Template** | A reusable set of tasks. Creating a board from a template copies the template's tasks onto the new board. |
| **Board group** | A named collection of boards, such as *Active Implementations* or *On Hold*. The switcher at the top of the Boards page lets you work inside one group at a time. |
| **Member / Assignee** | A *board member* has access to the board. An *assignee* is a team member responsible for a task. |
| **Owner** | Who is responsible for a task: **Customer** or **Internal**. Customer-owned tasks can be published to the portal for the customer to complete. |
| **Portal** | The customer-facing view of a board. Only tasks that are **Published to Portal** appear there. |
| **Task status** | Where a task is in its life, for example *Not Started*, *In Progress* or *Completed*. Each status sets a progress percentage. |
| **Board status** | How the board as a whole is doing, for example *On Track*, *Stalled* or *Complete*. It is worked out automatically unless you set it by hand. |
| **View** | A saved combination of filters, sort and columns that you can reapply with one click. |

## Where to find Boards

- **Operations → Boards** opens the Boards page, which lists every board in your workspace.
- The **Home** page shows Boards by default, unless you have chosen a different home page in your profile settings.
- **Customers → *a customer* → Boards** tab shows only that customer's boards. A customer's board always opens inside the customer record.
- **Operations → Board Templates** manages the templates boards are created from.
- **Operations → Automations** holds the rules that run across all boards.
- **Analytics → Kanban** and **Analytics → Gantt** show your tasks as status columns and as a timeline.
- The BlueHill mobile app has a **Boards** tab with the same boards and tasks.

## Guides

1. [The Boards page at a glance](./boards-page-overview). The layout of the Boards page, the two display modes and how to read a board card.
2. [Find, filter and organize boards](./boards-find-and-organize-boards). Search, filters, sort, saved views and board groups.
3. [Create a board](./boards-create-a-board). Blank boards, boards from a template, the Template Library and Monday imports.
4. [Work inside a board](./boards-board-page). The board page, its task table, inline editing, subtasks, drag and drop and bulk actions.
5. [Add and manage tasks](./boards-add-and-manage-tasks). The Add Task form, task types, due date modes, subtasks and the task menu.
6. [Task details, notes, activity and files](./boards-task-details-notes-and-files). The task panel and its tabs.
7. [Statuses, priority and progress](./boards-statuses-priority-and-progress). What every status, priority and percentage means.
8. [Edit, share, archive and delete a board](./boards-manage-a-board). The Edit Board panel, members, visibility, archiving and deleting.
9. [Board templates](./boards-board-templates). Build templates by hand, with AI or from the library, and create boards from them.
10. [Automations](./boards-automations). Rules that email customers, notify your team and update boards for you.
11. [FAQ and troubleshooting](./boards-faq-and-troubleshooting). Quick answers to the questions we hear most.

## How these guides are written

- **Bold text** is a label you will see on screen, such as a button, a tab or a field.
- A path with arrows, such as **Operations → Boards**, means open the first item, then the next.
- *Italic text* is a value you might pick, such as a status name.
- Screenshots were taken in a demo workspace called Acme Inc. Your boards, customers and team members will differ.