Geteilte Anleitung

How to create a board

This how-to guide provides step-by-step instructions on creating a new board in your workspace, allowing you to effectively manage tasks and projects.

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·8 Schritte·30 Aufrufe·Veröffentlicht

This how-to guide provides step-by-step instructions on creating a new board in your workspace, allowing you to effectively manage tasks and projects. Learn how to customize your board's layout, set privacy options, and name your board for better organization, ensuring a streamlined project management experience.

Step-by-step Guide8 Schritte

  1. Click the Add item to workspace button

    This action opens a menu that allows you to add new items or elements to your current workspace, enhancing your project management capabilities.

    Click the Add item to workspace button
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  2. Click the New Board option

    Select 'New Board' to create a new blank board in your workspace. This allows you to start organizing tasks and projects using a customizable layout.

    Click the New Board option
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  3. Click on Create board manually link

    Select this option to set up a board without using a predefined template. You will be guided through a customizable process to build your board from scratch.

    Click on Create board manually link
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  4. Type 'Projects' in Board Name

    Enter 'Projects' into the Board name field to specify the title of your new board. This name will help categorize the board for easier identification within your workspace.

    Type 'Projects' in Board Name
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  5. Click the Create board button

    This action will finalize the board setup and create a new board named 'Projects' in your workspace.

    Click the Create board button
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  6. Click here to create a board

    Select 'Create board' to initiate the process of setting up a new board for managing your projects. Fill in the necessary details to customize your board options and privacy settings.

    Click here to create a board
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  7. Click the Create board button

    This action opens a dialog where you can name your new board, select what you're managing in it, and choose the privacy type before finalizing the creation.

    Click the Create board button
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  8. Click the Ok, got it button

    Clicking this button will dismiss the welcome message, allowing you to start using your first shareable board without any further distractions.

    Click the Ok, got it button
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