Creating Boards

Modified on Fri, 01 Dec 2023 at 07:08 AM

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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.

In the left side panel, locate and click on the "Workflows" tab.


 

Configure the board within an existing or new workflow (click on the workflow dropdown menu then the "+" icon to add a new board) and proceed with setting up the desired columns as necessary.



When adding a new column enter the desired list title and confirm your selection by clicking on the blue check mark or pressing the return/enter key on your keyboard.



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. 



  1. Locate and click on the "Workflows" tab in the left side panel.
  2. Click on the "Workflow" dropdown then, the "+" icon.
  3. Give your workflow a title, add users if needed then click on "Create."
  1. Click on "Workflows" in the menu at the bottom of the mobile app.
  2. Click on the "Workflow" dropdown then, the "+" icon.
  3. Give your workflow a title, add users if needed then, click on "Create."

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