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How to use Team Board in CoachNexa

A shared Kanban board for your whole team — assign tasks, track work and stay coordinated.

⏱ About 3 min · Updated 25 Sep 2026

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

  1. Open the Team Board

    Click Team Board in the sidebar. You'll see shared columns with task cards visible to the whole team.

  2. Add a task

    Click + Add Task at the bottom of a column. Enter a title and details, then save.

  3. Assign it to a member

    Use Reassign Task to give a card to a specific team member. They're notified and the card shows their name.

  4. Move work across columns

    Drag cards between columns (e.g. To Do → In Progress → Done) as work progresses. Updates are shared in real time.

  5. Stay in sync

    New tasks and changes raise a badge for relevant members, so the whole team always knows what's next.

Tip: Use the Team Board for internal operations; keep client homework in Assignments. Tip: Run a quick weekly board review with your team to keep everything moving.

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