Themed boards
Group tasks under a single objective — quarterly launches, hiring plans, fundraises, compliance pushes.
Task Boards: one board per objective, with tasks that measure results
Organize work into themed boards — for example 'Q1 Launch' or 'Hiring Plan' — and run the tasks inside each board through to completion, with progress bars, due dates, assignees, and discussion threads.
- Board scopeThemed
- TemplatesOutcome + KPI
- ProgressLive %
app.nautis.io/milestones
What is Task Boards?
Task board software organizes work into boards of tasks you move from open to done. Nautis Task Boards gives each objective, such as a launch or a hiring push, its own board with outcome tasks, which are done or not, and KPI tasks, which track a number toward a target. Progress averages across both, and tasks can link to goals from Outcome Workflows.
A board here is closer to a project than to a column on a company-wide kanban. You give it a title, a priority (Low, Medium, High or Urgent), a category, an optional due date and a Shared Access list. Inside it, work splits into two sub-tabs. Outcome tasks are pass/fail, like "Ship landing page". KPI tasks track a number toward a target, like "Reach 500 signups", with a unit you choose.
That split keeps the progress bar honest. Picture a launch board with three outcome tasks and one KPI task targeting 500 signups. Two outcome tasks are done and signups sit at 250. The outcome tasks count 100, 100 and 0 percent, the KPI task counts by how close 250 is to 500, and the board shows the average across all four, a little above 60 percent. A board full of ticked boxes but short of its number can't pass for finished.
Each board has Tasks, Discussion, Attachments and Activity tabs, and outcome tasks can be shown as Card, Table or Kanban. Templates show how many outcome and KPI tasks they include before you pick one. Boards map well to quarterly objectives if you run that rhythm; our comparison of EOS, Scaling Up and OKRs covers the methods, and Nautis doesn't enforce any of them.
Built for
- Cross-functional squads owning a launch
- Founders coordinating co-founders
- Operators tracking a hiring or compliance push
Capabilities
What you can do with Task Boards
Everything ships out of the box. No setup, no plugins, no extra tools.
Outcomes & KPI templates
Pre-built templates seed your board with the right outcome and KPI tasks.
Progress, priority, due dates
Each board carries a live progress bar, priority, due date, and category.
Comments & attachments
Discuss work where the work lives — every task has its own thread and file uploads.
Shared access
Pick the teammates who can open and edit each board; admins always have access.
Goal links
Link any task to a goal from Outcome Workflows, and see all the work behind that goal on its page.
Use cases
How startups use Task Boards
A quarterly objective with a number attached
Create a board called "Q3: first 20 paying customers". Add a KPI task with Target Number 20 and Unit customers, then outcome tasks for the work behind it: pricing page, onboarding emails, a referral offer. Link the tasks to a goal so the goal's page lists them under Linked tasks.
A hiring push split between two founders
Run one board per role and tick owners under Assign Members. Use the Discussion tab with @mentions for decisions, and the Activity log to catch up after a week of interviews. Candidate records belong in Jobs & Recruitment, not on the board.
Your first board, prepared for you
When you finish Liftoff, the Chief of Staff setup, one of the things it offers is a "Getting started" Task Board with next steps drawn from the gaps in your profile and deck. Editing that board is faster than starting blank.
Sharing progress with someone outside the board
From the Task Boards list, click the Download icon to export your boards as a CSV. That's the route for an advisor who shouldn't be on the Shared Access list.
Quick start
From zero to using Task Boards
- 1
Pick a template or start blank
Templates pre-fill outcome and KPI tasks; blank boards start clean.
- 2
Add tasks and owners
Each task carries an owner, due date, and priority.
- 3
Drag through the workflow
Move tasks through your board's stages until everything is done.
- 4
Review the progress bar
Each board surfaces a live completion percentage at the top.
How the Chief of Staff and AI apps use Task Boards
Task boards are one of the sources the morning briefing from the AI Chief of Staff scans, alongside the pipeline, meetings and runway, so slipping work can surface there with a link back to the board.
The Chief of Staff and connected AI apps such as Claude or ChatGPT can add and update subtasks, create goals and link tasks to them. By default, writes from a connected app wait in the Approval Center for an owner or admin to approve.
Task board software compared: a general project tool vs Nautis Task Boards
If engineering already lives in a dedicated project tool, keep it there. Task Boards suit company objectives that cut across fundraising, hiring, marketing and ops.
| Need | General project management tool | Nautis Task Boards |
|---|---|---|
| Measurable targets inside a task | Usually custom fields | KPI tasks with a target number and unit |
| Progress that reflects results | Usually tasks done out of total | Average of outcome tasks and KPI progress |
| Views | Usually many, often with timelines and automation | Card, Table and Kanban |
| Link to company goals | Varies by product | Goal column linking to Outcome Workflows |
| Who can see it | Workspace or project permissions | Shared Access per board; admins always |
| Connection to fundraising, finance and the briefing | Through integrations | Same workspace |
Plans and limits
- Task Boards must be turned on for your organization, and your role needs Task Boards permission.
- Plans include 5 team members on Launch, 10 on Voyage and 25 on Fleet. See pricing.
What Task Boards doesn't do
- It's not a full project management suite. The help docs don't describe task dependencies, timelines or sprints, so engineering teams usually keep a dedicated tool for that work.
- Task type is locked at creation. Turning an outcome task into a KPI task means deleting it and adding a new one.
- A task counts toward one goal at a time.
- Deleting a board removes its tasks, discussion, attachments and activity for good. Set it to Completed or Cancelled to keep the data out of your active view instead.
- Hide completed only works in Card and Table view; Kanban always shows the Done column.
Task Boards questions
What is task board software?+
It's software that holds work as cards or rows on a board, each with an owner, a status and a due date, so a team can see what's moving. Most tools stop at done or not done. Nautis adds KPI tasks, so a board can track a number as well as a checklist.
Should a startup use a task board or a to-do list?+
A to-do list works for one person. Once two or more people share an objective, a board makes owners, due dates and status visible to everyone, and a KPI task keeps the actual result in view.
Can I track KPIs on a task board?+
Yes. Choose KPI Task when you add a task, set a Target Number and a Unit, and type the latest number in the task sheet as it changes. Progress recalculates against the target.
How do task boards connect to goals?+
Open a task, click Link goal in the Goal column and pick a goal from Outcome Workflows. The goal's page then lists every linked task with its status, board and due date. Deleting a goal never deletes its tasks; they just become unlinked.
Is there a template to start from?+
Yes. When you click New Board, you can start from scratch or pick a built-in template, and each one shows how many outcome and KPI tasks it includes. If you pick a template, the board opens pre-filled with its tasks.
Is this the same as the old Milestones?+
Yes — Task Boards is the modern name for what used to be 'Milestones'. Everything you had still works.
Why can't I change a task's type after creating it?+
Outcome tasks (pass/fail) and KPI tasks (number tracking) have different data fields. Switching types after the fact would leave fields empty or invalid, so Nautis locks the type at creation. Delete and add a new one if you need to switch.
What's the difference between completing a task and completing a board?+
Completing a task marks that single item done. Completing a board moves the board's overall status to Completed, usually after all its tasks are done. You can mark a board Completed even with some open tasks — the progress bar just reflects that.
How is the board's progress calculated?+
Each task contributes to the total. Outcome tasks count as 100% when done. KPI tasks count by how close the current number is to the target. The board's headline number is the average across all tasks.
Can teammates see boards I haven't shared with them?+
No. Only people on the board's Shared Access list (and admins) can open it. If a teammate can't see a board, edit the board details and add them.
What happens when I delete a board?+
Tasks, discussion, attachments, and activity are all permanently removed. Nautis asks you to confirm. If you might need the data later, duplicate the board first.
Can I archive a board instead of deleting it?+
Set the status to Cancelled or Completed. The board moves out of your active view but the data is preserved, and you can filter back to it any time.
Can I share a board with just a couple of teammates?+
Yes. Each board has its own Shared Access list — anyone not on it (besides admins) won't see the board.
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