Tasks, boards & the client tasks list
Track your work on Kanban boards, switch to a filterable list view, and see everything client-related in one place from the client list.
Tasks in Protocol live on boards. A board holds columns (like To Do, In Progress, Done) and each task is a card in one of those columns. You can have as many boards as you want: one for your own admin, one for content, one for client work.
There are two ways to look at the same tasks.
Kanban view
Planning → Tasks → Tasks shows a board as columns you drag cards between. This is the view to use when you are working through a batch of tasks and want to see where everything stands.
List view
Planning → Tasks → List View shows the same tasks as rows. This is the view to use when you are looking for something specific rather than moving work along, because it can be searched, sorted and filtered.
Available filters:
- Board — narrow to a single board, or leave it on all boards
- Priority
- Assignee — who the task is assigned to
- Status — open or completed
- Due date — a from and to range, so you can ask for “everything due this week”
- Task type
Filters combine, and each one you apply shows as a chip you can remove individually. The list is also searchable and sortable by clicking a column header. Your filters are kept in the page address, so you can bookmark a view you use often or paste it to a teammate.
Your filters are remembered. Leave the list and come back and it opens the way you left it, so a view you work from every day does not have to be rebuilt each time. Three details worth knowing:
- Clearing a filter is remembered too. Take one off and it stays off next time.
- A link someone sends you always wins. Opening a filtered link shows their filters, not yours, and that becomes what is remembered from then on.
- This is per browser, and the standalone list and the client tasks list remember separately.
Sorting and paging are not remembered; those stay in the page address only.
Finishing a task from the list
Click any row to open the task. Alongside editing it, there is a green Mark Complete button at the bottom of the dialog, the same one you get when you open a task from the dashboard tasks widget. It moves the task to its board’s done column, whichever board the task belongs to.
The client tasks list
Client work usually deserves its own board, separate from your admin tasks. Protocol looks for a board named Client tasks and gives it a dedicated place: Clients → Client tasks.
That tab is the same list view described above, already narrowed to the Client tasks board, so you do not have to pick it every time. All the other filters still work.
If you have not got that board yet, the tab shows a Create Client tasks board button. It creates the board with To Do, In Progress and Done columns, and nothing else changes. Protocol will not create it behind your back just because you opened the tab.
The tab shows everything on the board, whether or not a task is linked to a specific client. That is deliberate: plenty of client work (“chase everyone who missed a check-in”) is not about one person.
A caveat about the board name
The Client tasks tab finds the board by its name. If you rename it, the tab stops finding it and offers to create a new one. Rename it back and everything reappears; nothing is lost either way.