Turnboards instruction manual
How It Works
Start in the Turnboards web dashboard to create a workspace, choose an industry workflow, build a board, and run the work with your team. The mobile app is an optional companion for offline field use.
Before you begin
- Create a free Turnboards account in your browser—nothing to download.
- Know which organization you want to use: personal, work, client, side project, or another invited organization.
- Create at least one board for the project, job site, route, department, or goal you want to organize.
- Add the mobile app later if you need offline access at a job site, shop, or route.
No credit card. Create your first board in minutes.
Prefer the mobile app?
Part 1
Choose your organization.
Turnboards supports multiple organizations and multiple signed-in emails at the same time. You can keep personal work, company work, and invited organizations separate without signing out and back in.
Open the Menu tab.
The bottom navigation has Menu, Work, and Boards. Start with Menu when you need account or organization options.
Tap Organizations.
The Organizations screen shows every organization available on the device.
Pick the right email group.
Organizations are grouped by email, so your personal account, work account, and other signed-in accounts stay easy to tell apart.
Select the organization.
Tap the circle beside an organization to make it active. Boards and Work now show the selected organization's data.
Workspaces and boards stay visible in the web sidebar
Part 2
Choose or create a board.
Boards are containers for related work. Make a board for a job, project, customer, route, department, home goal, or anything else that deserves its own list.
Open the Boards tab.
The Boards tab shows boards for the organization you selected in Part 1.
Tap a board to select it.
Selecting a board takes you back to the Work screen so you can start entering and moving items.
Long-press to edit.
Use a long press when you need to change the board or manage who is assigned to it.
Filter when needed.
Tap the filter icon to see boards assigned to one person instead of every board in the organization.
Part 3
Add work items fast.
The Work screen is the main Turnboards workspace. It is designed for quick entry, quick status changes, and fewer taps than heavier small business task apps.
Open the Work tab.
General boards start with Backlog, Active, and Complete. Industry boards use stages tailored to their workflow, such as Ready, In Progress, Waiting, Inspection, or Done.
Choose the right workflow stage.
In the shared workflow view, new items enter the visible stage. Industry home views send text-only captures to the configured intake stage.
Type into the action panel.
Open the panel, enter the item, and keep the wording as short or detailed as the job needs.
Add optional details.
Set a due date or tap the people button when the item should be assigned to specific team members.
Tap Save and keep going.
The panel clears after saving so you can enter the next item without leaving the Work screen.
Part 4
Move work through the day.
Every workflow keeps planned, active, blocked, and done work understandable while allowing terminology and stages to fit the team.
Keep future work in a not-started stage.
General uses Backlog; tailored workspaces may use Planned, Queue, Reported, Ideas, or another clear intake stage.
Move ready work forward.
Use the next active stage that reflects what is really happening, including a visible waiting or blocked stage when needed.
Mark finished work done.
Tap the status icon on an item to move it forward.
Long-press for more actions.
Long-press an item when you need to edit it, move it differently, or open more controls.
Part 5
Assign people and add notes.
Turnboards stays simple for one person, but it also supports team work when an organization has multiple users.
Assign boards.
Assign people when creating or editing a board so they can focus on the projects that matter to them.
Assign individual items.
Use the people button in the action panel or item controls to assign a task to specific team members.
Filter to one person.
Use filters on Boards or Work when someone only wants to see their own assignments.
Add task notes.
Use notes for gate codes, measurements, customer details, status updates, follow-up thoughts, or anything that should stay attached to the task.
What the Work screen is best at
- Creating items one after another without leaving the page.
- Moving work through a clear General or industry-specific workflow with a tap.
- Keeping assignments visible without forcing every task into a heavy workflow.
- Saving useful notes where the work actually lives.
- Working offline when the job site, shop, or route has bad service.
After setup
Run the day from the Work screen.
Open your dashboard, choose a workspace and board, then spend the day adding items, moving work forward, checking assignments, and adding notes. Web and mobile stay on the same shared data.
No credit card. Create your first board in minutes.
Prefer the mobile app?