Use the planner boards

Track staff tasks on a board with columns for each stage.

Last checked October 10, 2026

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In the side menu, select Team Planner.

Team Planner

The boards

  • Operations: day-to-day team jobs.
  • Recruiting: your recruiting pipeline.

The columns

  1. Triage: new cards waiting to be sorted, marked Inbox.
  2. To do: ready to work on.
  3. Doing: in progress.
  4. Done: finished.

Drag a card to move it. Select + Add column to add your own column.

Views and filters

On the left, under Views:

  • Entire Board
  • Assigned to Me
  • Completed

Under Filters, narrow by Task Type, Priority, Due Date and Assigned To.

At the top, search with Search tasks…, change Sort by, or switch between Board and List.

Learn more and see other program tools and resources at www.hortonpress.com.

Use the planner boards | Horton Press