Click here to add a widget
Clicking this option allows you to add a new widget to your dashboard, enhancing your workspace with additional tools or metrics.
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Shared guide
How to create a main board
Step-by-step guide covering: Click here to add a widget; Click the New Board option; Click 'Create board manually'; Click the New Board button.
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Step-by-step Guide7 steps
Click the New Board option
Selecting 'New Board' will initiate the creation of a new board within your workspace, allowing you to organize tasks and projects effectively.
Loading screenshot…100%Click 'Create board manually'
Selecting 'Create board manually' allows you to set up a board with custom configurations instead of the guided setup. This option is ideal for users who prefer to define their board without suggested templates.
Loading screenshot…100%Click the New Board button
This action opens the 'Create board' dialog, allowing you to name your board and select its content type and privacy settings.
Loading screenshot…100%Type 'Leads' in Board name
In the 'Create board' dialog, enter 'Leads' as the name for your new board. This will help you organize and manage tasks specifically related to leads within your workspace.
Loading screenshot…100%Click the Create board button
By clicking this button, you will finalize the creation of a new board titled 'Leads' in your dashboard, allowing you to organize and manage relevant items such as projects, tasks, or campaigns.
Loading screenshot…100%Click the Create Board button
This action opens a dialog where you can name your board and select its management type and privacy settings. After configuring these options, you can proceed to create a new board tailored for your needs.
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