Boards

Create and manage your project boards

1. Navigate to your dashboard - After logging in, you'll see your workspace dashboard with all your boards.
2. Click "New Board" - Find this button in the top right area or within any workspace section.
3. Enter a board name - Choose a descriptive name (e.g., "Q1 Marketing Campaign", "Product Roadmap").
4. Select a background color - Pick a color that helps you identify the board quickly.
5. Choose a template (optional) - Start with pre-configured columns like "To Do, In Progress, Done" or start blank.
6. Click "Create Board" - Your new board will open ready for you to add columns and cards.

1. Open board settings - Click the three-dot menu (⋮) in the top right corner of your board.
2. Select "Board Settings" or "Change Background" - This opens customization options.
3. Choose a solid color - Select from the color palette for a clean, professional look.
4. Or upload a background image - Use your own image to personalize the board (Pro plan).
5. Changes save automatically - Your board appearance updates instantly.

1. Find the star icon - Located next to the board name in the header or on the board card in your dashboard.
2. Click the star - The star fills in yellow to indicate it's favorited.
3. Access starred boards quickly - Starred boards appear at the top of your board list and in the sidebar.
4. Unstar by clicking again - Remove boards from your favorites anytime.

1. Click "Share" button - Found in the board header next to the board name.
2. Enter email addresses - Add team members by their email addresses.
3. Select their role:
   • Admin - Full control, can invite others and change settings
   • Member - Can create and edit cards and columns
   • Viewer - Read-only access (doesn't count toward member limits)
4. Click "Send Invite" - They'll receive an email invitation.
5. Manage existing members - Change roles or remove members from the share panel.

1. Access settings - Click the menu (⋮) in the board header and select "Settings".
2. Edit board name and description - Update these anytime to keep them relevant.
3. Set board visibility:
   • Private - Only invited members can see the board
   • Workspace - All workspace members can see the board
   • Public - Anyone with the link can view (read-only)
4. Configure board-specific labels - Create labels that are unique to this board.

1. Open board settings - Click the menu (⋮) and select "Archive Board".
2. Confirm archiving - The board will be moved to your archive.
3. Find archived boards - Access them from your dashboard under "Archived Boards".
4. Restore if needed - Unarchive boards to bring them back to your active workspace.
5. Note: Archived boards don't count toward your plan limits.

1. Consider archiving first - If you might need the board later, archive instead of delete.
2. Open board settings - Click the menu (⋮) in the board header.
3. Select "Delete Board" - This option is usually at the bottom of the menu.
4. Type the board name to confirm - This prevents accidental deletion.
5. Click "Delete Permanently" - The board and all its contents will be removed.