Click 'Add item to workspace'
This action opens a menu where you can select items to add to your current workspace, enhancing your project management capabilities.
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Shared guide
How to save a board as a template
Step-by-step guide covering: Click 'Add item to workspace'; Click the New Board option; Click the Create board manually option; Type 'CRM' in Board Name.
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Step-by-step Guide8 steps
Click the New Board option
Selecting 'New Board' allows you to create a new board within your workspace. You can customize this board to fit your project needs and organization.
Loading screenshot…100%Click the Create board manually option
Selecting this option allows you to set up a new board without using the AI suggestions, giving you complete control over the customization and setup process.
Loading screenshot…100%Type 'CRM' in Board Name
Enter 'CRM' in the specified field to set the name of your new board. This action will help you organize and manage items related to customer relationship management.
Loading screenshot…100%Click the Create board button
After clicking this button, a new interface will open where you can enter the name of the board, select the types of items you will manage, and set the privacy options for the board.
Loading screenshot…100%Click here to create a new item
By clicking this link, you will initiate the process to add a new item to your CRM, allowing you to input details and assign it to a person.
Loading screenshot…100%Click the Save as a template option
Selecting this option allows you to save the current item configuration as a reusable template for future use, streamlining your workflow in the CRM.
Loading screenshot…100%Click the Save template button
This action will save your current template settings and preferences. Ensure that you have named your template and selected the desired privacy option before saving.
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