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Add a New Board

In this article

Only Administrators can perform this action.

  1. Click the    icon in the top/left navigation.
  • Click the      button.

    • board panel - add board

  • Enter a title for your board.

    • Add Board - Name your board

  • All boards must start from a board template. Select the template of your choice by browsing through all available templates. The default template is ideal to create the most basic Kanban board, that can be used as the foundation for any board you need to create.

    • Add Board - Select a Template

  • Define the card labels for your board. All board templates come with preset card labels that you can modify. These card labels are very important because they can be used later to filter and report based on these labels.

    • Add Board - Set Up Labels

  • Click “Finish” to complete the process of creating your board.

    • NOTE: If you belong to multiple organizations, you will see an additional initial step to Choose Organization, select the organization of your choice.

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