Projects (boards)

Operations

Operations

Add-on

Projects (boards)

Your own work, on a board your team shares.

The problemInternal to-dos live in chats and notebooks, so jobs for the business itself slip.

The resultEach area of the business has a board with columns, cards, owners and due dates that the whole team sees.

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Example with sample data. Nothing here is real.

What you can do

  • Create a board per area and name its columns
  • Add cards with a due date, a priority, an assignee and labels
  • Move cards between columns by dragging or from the card menu
  • Open My tasks to see every card assigned to you across all boards
  • Link a card to the customer it is about and see it on the customer's Tasks tab
  • Rename columns, add more and mark which one counts as done
  • Start a workflow when a card is created, moved, completed or assigned

Who can use it

Owners and Admins can use this.

Needs the Projects add-on.

You need the Projects extension installed for the business and permission to view projects. Adding and moving cards needs permission to edit projects, and creating boards needs permission to manage them. Owners and admins hold all three in the standard roles.

Ask Heyva AI

  • What cards are assigned to me?

  • Add a card to the Operations board

  • Move the checklist card to Done

Questions

What are the default columns?
A new board starts with To do, In progress and Done. You can rename them, add columns and choose which one counts as done.
What does the done column do?
Moving a card into it marks the card completed. Moving it out opens the card again.
How do I work on a phone?
On a phone the board shows one column at a time. Use the board, list or timeline view, and open a card's menu to move it, because dragging would fight the scrolling.
Can I undo a change?
Most changes save at once and show an Undo. Deleting a column or a label cannot be undone.
Are project cards the same as CRM tasks?
No. Cards are work for your own business. The customer's Tasks tab only shows the cards that name that customer, and cards are edited on the board.

In more detail

A board is one area of the business. A card is one piece of work. The column it sits in says where it stands.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_project_boards
  • heyva_get_project_board
  • heyva_create_project_board
  • heyva_list_project_cards
  • heyva_create_project_card
  • heyva_update_project_card
  • heyva_move_project_card

About AI agents and MCP

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Last reviewed 31 October 2026