How to create a Board?

Modified on Mon, 12 Aug, 2024 at 10:49 AM

You can create boards anywhere within the workspace - Inside a space, project or on the workspace itself. To create a Board follow the steps below

  • Click on the Box with (+) that’s present under Boards (or) Right-click anywhere in the workspace and choose Create Board.

  • Enter the name of your Board

  • Add a description of the Board and what it could contain.

  • If you are creating a Board directly in the workspace and not inside of Spaces or Projects, then you must select a primary role for yourself on the board - Creator or Approver.

  • Choose team members for the board, and you are done.

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