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Atoll supports several ways to view the same work.

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Strategy

Strategy is the planning surface for goals, KPIs, initiatives, and linked execution. It includes five views:
  • Attention for the highest-risk strategy signals that need action now.
  • Plan for a narrative review of the current plan and gaps.
  • Update KPIs for managing metric freshness, target health, snapshot updates, and HTTP sync state.
  • Trace Chain for tracing Goal -> KPI -> Initiative -> Project -> Task.
  • Audit Table for dense scanning across multiple projects, companies, owners, dates, health states, and risk signals.
Use Strategy when you need to decide what work matters most, especially in an organization that contains several companies or major workstreams. When heartbeat can propose a concrete next step, Strategy shows a strategy-backed action card above the views. The card can prefill task creation, move an existing task forward with a durable progress note, open KPI snapshot recording, or submit blocker/progress comments with the strategy evidence preserved.

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Board view

The board groups tasks by status. Use it for day-to-day flow and handoffs. Project board columns are customizable. Each column defines a valid task status for that project. Project boards also show a filter toolbar above the columns. Use scope tabs to show all tasks, your tasks, or blocked tasks; use the initiative and milestone selectors to focus strategy-linked work; and use search, priority, and assignee filters for narrower review. Focused board URLs remain shareable with the focus query parameter, and toolbar filters stay in the URL for refreshes and shared views. Use Manage milestones on the board to open milestone management without leaving the board.

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Mobile boards

On a phone, the board shows one nearly full-width status column at a time. Swipe sideways to change columns, use the previous and next buttons, or choose a column from Current lane. The selector shows each column’s task count and position. Atoll remembers the selected column for that project and board view in the current browser tab, when browser storage is available. The All, Mine, and Blocked tabs and task search remain visible. Open Filters for initiative, milestone, priority, and assignee controls, or to manage milestones. Open Board options for saved views, board settings, the tour, and connection status. Reconnection warnings also appear when options are closed. Tap a task to open it. Use its Move… menu to choose a destination column without dragging. You can also press and hold a card to start a drag; an ordinary swipe scrolls the board.

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List view

The list is better for scanning, filtering, sorting, and bulk review. Use list view when priority, dates, assignees, or status need comparison. On mobile, use Project view to switch between Board and List. Swipe sideways inside the task table to compare columns. Scroll vertically to move down the page.

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Timeline

Timeline is temporarily unavailable. Existing Timeline links open List instead. Task start dates, due dates, milestones, and dependencies are unchanged.

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Custom views

Custom views save filters, sort order, display mode, color, and icon. They are useful for repeated workflows:
  • My open work
  • Blocked items
  • P0 and P1 tasks
  • Launch checklist
  • This team’s work

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Milestones

Milestones mark a meaningful delivery point inside a project. Use milestones for phases, releases, launch dates, or contractual checkpoints. Milestones can link to one or more initiatives. A single initiative can also include several milestones. On the board, milestone focus stays scoped to that milestone’s tasks, while initiative focus rolls up all tasks connected to the selected initiative.

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Project status updates

Project members with edit or admin access can post structured status updates with:
  • on_track
  • at_risk
  • off_track
Use status updates for stakeholder-facing progress, not every task-level change.

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Analytics

Analytics summarize work across time and ownership:
  • Status distribution
  • Priority breakdown
  • Assignee workload
  • Created versus completed trends
Results are limited to projects you can access. Eligible non-guests may also include projectless work. Enter each date bound as either a calendar-valid YYYY-MM-DD date or a timezone-qualified RFC 3339 timestamp. The ordered range may span no more than 366 days. Use analytics for reporting and operational review.