Geteilte Anleitung

How to customize board descriptions

Step-by-step guide covering: Click the BoardLeads section; Click the Leads tab; Click the 'Add a description' field; Type a description in the Leads section.

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Guide Video
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Step-by-step Guide4 Schritte

  1. Click the BoardLeads section

    After clicking on the BoardLeads section, you will access the specific board dedicated to managing leads within your workspace, enabling you to organize and track lead activities effectively.

    Click the BoardLeads section
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  2. Click the Leads tab

    This action opens the Leads section where you can manage your tasks, view their status, and add new tasks.

    Click the Leads tab
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  3. Click the 'Add a description' field

    This action allows you to enter a brief description for the Leads section, helping to clarify the purpose or details of the project.

    Click the 'Add a description' field
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  4. Type a description in the Leads section

    Enter 'Track and manage all leads' in the description field to provide context for the lead management process. This will help team members understand the purpose of the lead board.

    Type a description in the Leads section
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