Your first board
Create a project, its lists and your first cards, and leave it in a state you can read at a glance.
A board in Tasuki is a project seen as a Kanban: columns are lists and cards are tasks.
Setting it up
- Create the project. In an agency this is usually an area of work (Clients, Marketing) rather than one specific client.
- Define the lists. Start with Inbox, Up next, In progress and On hold, and change them when the work tells you that you need others.
- Create your first cards with real work, not test data. A test card teaches you nothing; a real card shows you which fields you are missing.
What belongs on a card
The minimum for it to be useful to someone else:
- A title that states the action. "Send proposal to Nova Fitness" is clear; "Nova Fitness" is not.
- The client label. This is what later lets you filter and see how much work each account carries.
- Who owns it. Without an assignee, a card is an intention.
- The date, if there is a commitment to the client.
Then, as needed: description, a checklist to break it into steps, attachments and comments.
Moving work
Cards are dragged between lists with the mouse, and also with the keyboard: focus the card with Tab, pick it up with Space, move it with the arrow keys and drop it with Space again. Escape cancels the move. Enter on a focused card opens its detail.
The colour stripe on the left
Every card paints a thin stripe in the colour of its first label. With client labels, that turns the board into a map of which account takes up how much room, without reading a single title.
When the board is not enough
The Kanban shows state. When your question changes, switch view without moving anything: List to sort and compare in a table, Gantt to see deadlines and overlaps, Calendar to see the load per day. Same information, looked at differently.
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