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How to use Board in CoachNexa

A Kanban board to organise your own coaching work — ideas, content, admin — in drag-and-drop columns.

⏱ About 3 min · Updated 25 Sep 2026

Here is how Board works in CoachNexa, step by step.

  1. Open the Board

    Click Board in the sidebar. You'll see your columns (e.g. To Do, In Progress, Done) with cards inside.

  2. Add a card

    Click + Add Card at the bottom of any column. Enter a title (e.g. "Write April newsletter") and optional details, then save.

  3. Move cards across columns

    Drag a card from one column to another as the work progresses. Your changes save automatically.

  4. Filter cards

    Use the "Filter cards…" box to quickly find a card by keyword when your board gets busy.

  5. Organise your columns

    Add, rename or reorder columns to match your workflow — content pipeline, client follow-ups, business admin, whatever you need.

  6. Earn XP for progress

    Completing cards adds to your XP strip at the top — a light gamified nudge to keep your own tasks moving.

Tip: Use the Board for YOUR work (content, marketing, admin) and Assignments for CLIENT homework — keep the two separate. Tip: Keep a "Someday/Ideas" column so good ideas don't clutter your active workflow.

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