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 digital workspace with no fixed edges or page size — you pan and zoom freely and place content anywhere. See how teams plan on one shared canvas.

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 is organizing plans as visible, spatial arrangements — boards, canvases, timelines, calendars — instead of text lists. See why small teams plan faster visually.

What is a calendar view?

A calendar view displays dated tasks on a month or week grid so deadlines and scheduling conflicts are visible at a glance. See how canvas tools combine lists and calendars.

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 a shared tool where a small team writes down, organizes, and tracks work together — tasks, schedules, and files in one place. See what to look for.

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 is a shared visual board for planning a trip — places, days, stays, and notes on one canvas with maps. See how groups plan trips together in real time.