Geteilte Anleitung

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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·7 Schritte·2 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · Chinese
Step-by-step Guide7 Schritte
  1. 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.

    Click here to add a widget
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  2. 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.

    Click the New Board option
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  3. 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.

    Click 'Create board manually'
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  4. 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.

    Click the New Board button
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  5. 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.

    Type 'Leads' in Board name
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  6. 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.

    Click the Create board button
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  7. 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.

    Click the Create Board button
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