--- title: How to Work an Activities Board description: Add groups and activities to a Pabau board, set statuses, owners and due dates, filter and sort, act in bulk, and switch between the table and Kanban views. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-work-an-activities-board#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Activities](https://support.pabau.com/en/pabau2/activities?hsLang=en) # How to Work an Activities Board ## In this article, you will learn how to add groups and activities to a board, set statuses, owners and due dates, filter and sort what you see, act on several activities at once, and switch between the table and Kanban views. **NOTE:** Boards sit alongside the classic Activities page - both work on the same activities, so nothing you have already created moves or changes. For the classic list view, see [Understanding the Activities Page](https://support.pabau.com/en/pabau2/understanding-the-activities-page?hsLang=en). #### **Step 1: Open the Board** Log in to your Pabau account, click **Activities** in the left sidebar, then click the board’s name under **BOARDS**. You can also open **All boards** and click the board’s tile. ![create-board](https://support.pabau.com/hs-fs/hubfs/create-board.jpg?width=670&height=263&name=create-board.jpg) #### **Step 2: Add Your First Group** A **group** is a named, coloured section of the board, and every activity lives inside one. Groups are how a board becomes a workflow: *To contact*, *Waiting on the client*, *Booked*. ![add-new-group-button](https://support.pabau.com/hs-fs/hubfs/add-new-group-button.jpg?width=670&height=434&name=add-new-group-button.jpg) Type a name into **New group name** and click **Add new group**. Use the group’s **More** menu to **Rename group**, **Change colour**, **Collapse**, **Duplicate group** or **Delete group**. **NOTE:** A group has to be empty before it can be deleted - move or delete its activities first. That is deliberate: it stops a group deletion quietly taking activities with it. #### **Step 3: Add Activities** Click **New Item** in the toolbar, or **Add item** inside a group, type a name and press **Add**. For an activity with more detail, open the full **Create activity** form, where you can set the title, type, due date, owner, a note, and link the activity to a client or a lead. **NOTE:** If the board has no groups yet, adding an item tells you *Add a group first - items live inside a group.* Create a group and the button becomes available. ![A board in Main Table view with two groups, status and due date columns, and the board toolbar](https://support.pabau.com/hubfs/kb/04-board-main-table.png) *A board in Main Table view - groups, items, statuses, owners and due dates* #### **Step 4: Set a Status** Click an activity’s status to change it. Boards use six statuses, the same everywhere in Pabau: - **To do** – not started. - **Pending** – waiting on something before work can continue. - **Awaiting reply** – waiting on the client, lead or a colleague to come back to you. - **Working on it** – in progress. - **Stuck** – blocked and needs attention. - **Done** – finished. The six statuses are fixed and shared by every board, so **Stuck** means the same thing on all of them. Setting an activity to **Done** here is the same as marking it done anywhere else in Pabau - it counts as complete on the client or lead record and in your reports. #### **Step 5: Assign an Owner and a Due Date** Click the **Owner** cell and pick a staff member, or choose **Unassign** to leave the activity unowned. Click the **Due date** cell to open the date picker, where **Today** jumps to the current date and **Clear** removes the date again. ![select-owner](https://support.pabau.com/hs-fs/hubfs/select-owner.jpg?width=485&height=310&name=select-owner.jpg) #### **Step 6: Open an Activity in Detail** Click an activity’s name to open its panel on the right. From there you can rename it, change its status, owner and due date, add a note, see the client or lead it is linked to, and **Mark as done** or **Mark as not done**. Click **Save & close** when you are finished. The panel also shows the activity’s history - when it was created, and each status change, reassignment, rename, date change and move since. The most recent 50 events are kept, so a heavily edited activity will not show its very oldest changes. ![open-acitvity](https://support.pabau.com/hs-fs/hubfs/open-acitvity.jpg?width=623&height=312&name=open-acitvity.jpg) *Opening an activity shows its details, note and history* #### **Step 7: Find What You Need** The board’s toolbar narrows down what is on screen without changing any data: - **Search this board** – find an activity by name. - **Person** – show only activities owned by particular staff members. - **Filter** – filter by status and by activity type. - **Sort** – order activities A → Z or Z → A. - **Hide** – show or hide the **Type**, **Owner**, **Status** and **Due date** columns. The activity name always stays visible. - **More board actions** (**…**) – **Expand all groups**, **Collapse all groups**, **Clear all filters**, **Edit board** and **Delete board**. **TIP:** A group showing *No activities match the current filters* is not empty - it is filtered. Use **Clear all filters** to see everything again. #### **![filters-activites](https://support.pabau.com/hs-fs/hubfs/filters-activites.jpg?width=670&height=151&name=filters-activites.jpg)** #### **Step 8: Act on Several Activities at Once** Tick the checkbox on each activity you want, or use the group’s select-all checkbox. A bar appears showing how many are selected, with **Set status**, **Assign**, **Move to group**, **Duplicate**, **Delete** and **Clear selection**. ![selected-activites](https://support.pabau.com/hs-fs/hubfs/selected-activites.jpg?width=670&height=300&name=selected-activites.jpg) **Move to group** can move activities to a group on a different board, which is how you rehome work without recreating it. #### **Step 9: Reorder by Dragging** Drag an activity by its handle to reorder it within a group, or drop it into a different group to move it. The new order is saved for everyone who can see the board, not just for you. #### **![drag-activity](https://support.pabau.com/hs-fs/hubfs/drag-activity.jpg?width=396&height=130&name=drag-activity.jpg)** #### **Step 10: Switch to the Kanban View** Use the **Main Table** and **Kanban** tabs at the top of the board to change how it is laid out. **Kanban** shows one column per status, with every activity on the board as a card tagged with the group it belongs to. Dragging a card into another column sets that activity’s status. Both tabs show the same activities and the same data - only the arrangement differs, and switching between them changes nothing on the board. ![The same board in Kanban view with one column per status](https://support.pabau.com/hubfs/kb/05-board-kanban.png) *Kanban view - one column per status, with each card tagged by its group* #### **What about automation?** The **Automate** button in the toolbar previews **Workflows** - rules that create, assign and chase activities for you. It is a preview of what is coming rather than a working feature today, so closing it is all it does for now. **What’s next?** - [Understanding the Activities Table View](https://support.pabau.com/en/pabau2/understanding-the-activities-table-view?hsLang=en) - see activities from every board in one table. - [Activities Board Privacy, Members and Sharing](https://support.pabau.com/en/pabau2/activities-board-privacy-members-and-sharing?hsLang=en) - who else can work in this board. - [Getting Started with Activities Boards](https://support.pabau.com/en/pabau2/getting-started-with-activities-boards?hsLang=en) - the rest of the series. Questions? Reach us any time via the in-app chat - we’re happy to help. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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