Creating Boards

Modified on Thu, 10 Nov 2022 at 07:24 PM

Creating Boards

After creating your workspace administrators can create boards by clicking into the project and heading over to Workflows.


You can choose to create boards from an existing or new workflow and add new columns as needed.


Once you create a new column you will have the option to enter a list title. Hit the blue check mark or enter on your keyboard to confirm.


After confirming the board title it will show under the Board menu along with the option to create new columns as needed.


Columns can be used to manage the life cycle of tasks. In this example, the tasks are created within the Support Team Board column. When a user has completed the task and its awaiting review by a higher level user it can be moved to Awaiting Review column. Finally, once it's completed it can be moved to the Completed Tasks column. 




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