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How to use the Dropdown column

Step-by-step guide covering: Click the BoardLeads section; Click the Add column option; Click here to add a new column; Type 'drop' in the Search field.

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Step-by-step Guide14 steps

  1. Click the BoardLeads section

    This action will open the BoardLeads interface, allowing you to manage board activities and view associated data.

    Click the BoardLeads section
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  2. Click the Add column option

    This action allows you to create a new column in the Leads table, enhancing your ability to manage tasks by adding additional data points or tracking metrics.

    Click the Add column option
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  3. Click here to add a new column

    Clicking this input will allow you to specify a new column name, making it easy to customize your table in the Leads section.

    Click here to add a new column
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  4. Type 'drop' in the Search field

    Input 'drop' in the Search box to find and describe the appropriate column type for your leads, such as Dropdown or Date.

    Type 'drop' in the Search field
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  5. Click the Dropdown menu

    This opens the column type options, allowing you to select 'Dropdown' for your table configuration.

    Click the Dropdown menu
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  6. Click the Edit Dropdown

    Clicking the Edit Dropdown will allow you to modify task details or options associated with the selected task within the Leads table.

    Click the Edit Dropdown
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  7. Type the Platform field

    Enter the relevant platform information in the designated field to specify the context for the task. This will help categorize and manage the task effectively within the Leads workspace.

    Type the Platform field
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  8. Click here to add a new task

    Clicking this link will allow you to create a new task in the Leads section, helping you manage your ongoing projects effectively.

    Click here to add a new task
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  9. Click the Label input field

    Clicking this input field allows you to enter or edit labels for your tasks in the 'Leads' table, helping to categorize and organize your workflow.

    Click the Label input field
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  10. Type "Instagram" in the Create a label field

    Enter "Instagram" to create a new label for organizing your tasks. This allows you to categorize and filter your tasks effectively within the Leads section.

    Type "Instagram" in the Create a label field
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  11. Click the + Create as a new label button

    This action allows you to create a new custom label for better task organization in your Leads section. After clicking, a new label input field will appear for you to enter the label name.

    Click the + Create as a new label button
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  12. Click the Label input field

    Enter the desired label for your task in the Label field, which will categorize your task under specified labels for better organization.

    Click the Label input field
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  13. Type 'X (Twitter)' in Create or find labels

    Enter 'X (Twitter)' into the 'Create or find labels' field to add a new label to your tasks. This allows for better organization and categorization within your Leads management.

    Type 'X (Twitter)' in Create or find labels
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  14. Click the Create a new label button

    This action allows you to initiate the process of creating a new label for organizing your tasks within the Leads section. After clicking, a prompt will appear for you to enter the desired label name.

    Click the Create a new label button
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