Rebecca Berg August 25th, 2017

New Feature: Task Boards

Today we have launched Task Boards. Task Boards are an easy way for you to manage large projects on a more organized scale with separate lists and boards.

You can use these boards in the TASK menu section of Dubsado OR you can apply them to jobs or leads and work off them there.

We will be allowing with the Client Portal 2.0 coming soon, the ability for you to SHARE lists with our client and be able to both complete the list or show you client progress.

To create a board head to TASKS on the menu or within a job or lead, then create a board!


Once you add the board, name it and apply it to a job if you want it to show there.




Start creating your columns and tasks as you please!


Adding the items is just by clicking the + and typing in and pressing ENTER. EASY! To add more elements to the task, click on it after adding it! :)





By clicking on the task, you can add file uploads, assign to users, comments, etc...


You can also do the EXACT same things in jobs and leads!


I will be creating extensive help articles and how to's on this in the coming days! :)