High-Level/Low-Level Boards

The High-Level/Low-Level Task Management Template is built for teams that want to manage both projects and daily tasks in one place.

High-Level Board:
Use this board to track your ongoing and completed projects or clients. Add details like project name, status, owner, and deadlines. When a project is marked as completed, it moves automatically. A dashboard shows overall progress and workload.

Low-Level Task Board:
Here you manage tasks linked to your projects. You can assign tasks, set deadlines, track time, and mark priorities. Automations help move tasks when completed, pause/resume time tracking, and send notifications when a task needs review.

Recurring Tasks Board:
This board is for tasks that repeat weekly, monthly, or yearly. When the due date comes up, a new task is created automatically and the date is updated for next time.

How it works:

• Add new projects in the high-level board and manage related tasks in the low-level board
• Use forms to submit task requests and attach files
• Dashboards give a quick view of team activity
• Automations help with moving items, tracking time, and scheduling tasks

What’s included:

✔️ High-Level Project Board
✔️ Low-Level Task Board
✔️ Recurring Tasks Board
✔️ Forms and Dashboards
✔️ Automations
✔️ Setup video

Need help setting it up? Contact us.