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Managing Project Boards in OneSuite

Project boards in OneSuite give you a customizable way to organize your project, track tasks and see progress at a glance. They act as a visual roadmap, so your team stays focused on deadlines.

In this guide you’ll learn how to:

  • Open your project board
  • Get a quick overview of your projects
  • Choose between the Kanban board and the List view

How to open your project board

Your project board lives inside each project.

  1. Click Projects in the left sidebar.
  2. Open the project you created.
  3. Your dedicated project board is there, ready to be customized to your project’s needs.

How to get a quick overview of your projects

Open a project to see its updates and changes in one place.

When you have many projects, the updates and changes are shown as you open each one. This gives you a quick read on where every project stands.

Should I use the Kanban board or the List view?

Use Kanban to see work move through stages, and List for a simpler view of your tasks. The choice is optional.

View How it works Best for
Kanban Columns represent task stages, for example “To Do”, “In Progress” and “Done”. A clear visual picture of workflow progress.
List A simpler list of your tasks. A compact view of everything in the project.

The choice depends on your project’s nature and your team’s preferences. Pick the view that best supports clear communication, task management and efficient project execution.

The same project shown in the Kanban view with stage columns, next to the List view

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FAQs

Where do I find my project board in OneSuite?

Open the project from Projects in the left sidebar. Every project has its own board, ready to be customized to that project’s needs.

What is a Kanban board in OneSuite?

A Kanban board uses columns to represent task stages, for example “To Do”, “In Progress” and “Done”. It shows your workflow progress visually.

Can I use a list instead of a Kanban board?

Yes. You can choose between the Kanban board and a simpler List view, depending on your project and your team’s preferences.

How do I get a quick update on all my projects?

Open each project. Its updates and changes are shown as you access it, so you get a quick read without digging through tasks.

Can I just track project tasks in a spreadsheet instead?

You can, but a spreadsheet won’t show stages visually or keep your team’s updates next to the tasks. A project board shows progress and deadlines in one place.

What to do next

Start a project: Set up the project behind your board with Laying the Groundwork: Project Creation in OneSuite.

Fill your board: Add and manage tasks with Adding Tasks to Boards in OneSuite.

See tasks by date: Plan work on a calendar with Calendar View.

Updated on October 1, 2026
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  • Product
    • Client Portal

      Ensure transparency & gain trust

      Invoice

      Create invoices in minutes & get paid

      Project Management

      Manage tasks smartly & deliver timely

      CRM

      Nurture leads and win more clients

      Document & E-Signature

      Create & sign documents easily

      Team & Collaborators

      Work together, stay aligned

      Email Inbox

      Manage client emails in one place

      Time Tracking

      Track hours and boost productivity

      Productized Service

      Package and sell services easily

  • Use Cases
    • Marketing Agency

      Manage campaigns, clients, and billing in one place so you can focus on delivering results.

      SEO Agency

      Track projects, share reports, and invoice clients without juggling five different tools.

      Video Editing

      Streamline approvals, revisions, and payments so you spend more time in the timeline.

      Local SEO

      Organize multi-location clients, automate invoicing, and keep every project on track.

      Photography

      From booking to final delivery, manage your entire client workflow in a single dashboard.

      Event Management

      Coordinate timelines, vendors, and client communications without anything slipping through the cracks.

      Creative Agency

      One workspace for briefs, feedback, and billing so your creative energy stays on the work.

      Consulting

      Proposals, project tracking, and invoicing unified so you look as professional as your advice.

      IT Services

      Manage tickets, retainers, and client portals without duct-taping a dozen SaaS tools together.

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