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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.
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Open the Team Board
Click Team Board in the sidebar. You'll see shared columns with task cards visible to the whole team.
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Add a task
Click + Add Task at the bottom of a column. Enter a title and details, then save.
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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.
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Move work across columns
Drag cards between columns (e.g. To Do → In Progress → Done) as work progresses. Updates are shared in real time.
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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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