Creating Boards

Modified on Sun, 19 Mar 2023 at 02:02 PM

Boards are used to organize and track the progress of a project. It provides a visual representation of tasks, deadlines, and responsibilities, making it easy for team members to understand what needs to be done and who is responsible for it. They can also help identify roadblocks and allow for adjustments as needed. Boards are essential to keep projects on track.

Click Workflows in the left side panel.

Setup the board in an existing or new workflow. Add columns as needed.

When adding a new column enter a list title and click on the blue check mark or returnenter on your keyboard to confirm.

Columns can be used to manage the life cycle of projects tasks. In this example, when a user has completed the task and needs to be reviewed by a higher level user, it can be moved to In-Review column. Once it's completed it can be moved to the Completed Tasks column. 

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