# EVERYTHING

## DealBoard

### New Tasks

- Add tasks for a new client / deal by clicking in the Other column and filling out Client + Deal. A new column is created automatically.
- Once a deal column exists, hover below it and click + to add a task — Client / Deal auto-populates.
- Add Due date, Team assignee, or External party anytime. Hover over the bottom row of a card to edit.

### Sort & Filter

- Tasks sort by urgency — due today (0) rises to the top, overdue (-1, -2…) above that. Turnover happens at midnight.
- Your unassigned tasks group at the top of each column; delegated tasks sit below.
- Click a deal name at the top of a column to enter Deal View. Extra sorts available there.
- Click Due, Team, or External next to the title to cycle filters — e.g. show only overdue, only tasks assigned to KC, only items waiting on Wilson.

### Columns & Colors

- Right-click a column header to change its color.
- Drag and drop cards between columns to reassign deals.

### Done

- Double-click any task to mark it done.
- Switch to the Done tab to view completed tasks.

### Backup

- Click ↓ to download a JSON backup of your data.
- Click ↑ to download a self-contained shareable HTML file with your current board baked in.
- Data persists in your browser unless you clear history / cache.