Your Profile & Tasks

Managing your tasks and activities in FluentBoards is simple with your Profile. From one place, you can view your assigned tasks, recent activities, notifications, and layout preferences, giving you a quick overview of your work and helping you stay organized.

Opening Your Profile

Go to your FluentBoards Dashboard and click on your Profile image in the top right corner of the navbar.

Your Profile page opens with a left sidebar showing six sections: Overview, Account, Tasks, Activities, Notifications, and Layouts.

Overview

The Overview tab displays your basic profile information, including your name and email address. It also provides quick access to your CRM Profile and WP Profile.

Below your profile details, you'll find four stat cards that provide a quick summary of your work:

• Assigned Tasks: The total number of tasks currently assigned to you.
• Completed: The number of tasks you've completed.
• Active Boards: The number of boards you're actively involved in.
• Notifications: The total number of unread notifications.

Further down, the Recent Tasks section displays your latest assigned tasks along with their Priority, Due Date, and Board. Click View All to open your complete task list.

Account

Select Account from the left sidebar to update how you appear in FluentBoards. You only see this tab on your own profile.

Under Profile, you can change your photo and name:

1. Click the Change profile photo button and pick an image from your computer. The photo must be 2 MB or smaller.
2. Click the Edit display name icon next to your name, enter the new name in the Display name field, and click the Save button.

Here you will also find the MCP Connections card, where you create keys to connect AI tools. Learn more in the MCP for AI Agents guide.

Tasks

Select Tasks from the left sidebar to view all tasks assigned to you.

Use the Today, Assigned, Upcoming, and Overdue tabs to quickly filter tasks based on their status or due date. Click More to access additional filters, including Mentioned, Completed, and Others.

To display tasks from a specific board, use the board dropdown on the right. You can also switch between Card and Table views or click the Sort icon to organize tasks in your preferred order.

Activities

Open the Activities tab from the left sidebar to view a timeline of your recent actions in FluentBoards.

This timeline records activities such as assigning members, adding or removing labels, and other task-related updates. Each activity also shows when the action was performed.

Notifications

Open the Notifications tab to manage your email notification preferences.

For detailed information about each notification option, see the Notification Settings guide.

Layouts

Open the Layouts tab to customize the information displayed on your task cards.

For a detailed explanation of each option, see the Card View Preferences guide.