Planning glossary for small teams

What is a kanban board?

A kanban board is a visual tool that shows tasks as cards moving through workflow columns like To Do, Doing, and Done. See how small teams use kanban — and when columns aren't enough.

What is an infinite canvas?

An infinite canvas is a workspace with no edges: pan and zoom, and place notes, photos, PDFs and drawings anywhere. Examples and a free one for any browser.

What is spatial task management?

Spatial task management organizes tasks by position and grouping on a canvas — by location, project, or theme — instead of forcing work into columns or tables. See how field teams use it.

What is offline-first collaboration?

Offline-first collaboration means an app works fully without internet and syncs changes when the connection returns. See why field teams need it and how it differs from offline caching.

What does 'boards within boards' mean?

Boards within boards means any card on a canvas can open into its own full board — infinite drill-down for detail without losing the big picture. See how teams use nested boards.

What is visual planning?

Visual planning lays a plan out as cards, lists and a calendar you see at once. Examples for trips, lessons and study weeks, plus a ready board.

What is a calendar view?

A calendar view puts dated tasks on a month or week grid; an agenda view lists them in date order. When to use each, plus a ready timeline board to open.

What is real-time collaboration?

Real-time collaboration means everyone sees edits, cursors, and presence on a shared workspace instantly, like a live whiteboard. See how it changes small-team planning.

What is a daily task list (and what makes one work)?

A daily task list is a short, shared list of what needs to happen today — restock, clean, call suppliers. See how shops and crews run on shared daily lists instead of software.

What is a team planning app?

A team planning app is one shared place where a small team keeps tasks, schedules and notes. What to look for with 1–5 people, plus a ready board to open.

What is a universal inbox?

A universal inbox is a single capture space that collects links, images, files, and text from any app, to be organized later. See why 'save now, sort later' beats deciding upfront.

What is a share code or join code?

A share code is a short code — often 4 digits — that opens a shared board instantly, no account or link required. See how QR and PIN-style codes include everyone on a team.

What is a trip planning board?

A trip planning board puts places, days, stays and notes for a group trip on one shared board. How it differs from itinerary apps, plus a ready board.