How to set up your Project board
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

Your board is the hub for managing all your project-related tasks.

See all of your tasks in one place, and easily track their progress from start to finish. Learn how to set up your project boards by following the steps below.

How to add a new board:

  1. Click into your Project, and select the ➕ button in the bottom right-hand corner of your screen

  2. Select Board

OR

  1. Select the dropdown arrow next to the current board name

  2. Click Create New

  3. Select Board

How to rename your board:

Your project comes with a default board called Untitled Board. To rename this board:

  1. Click the 3 dot menu in the top toolbar

  2. Click Rename

  3. Type in your new board name

  4. Click Save

Columns

Columns sit within your boards and organise your task cards according to their progress. They can be used to create a workflow where cards are moved from left to right across columns from start to finish, or simply act as a place to keep track of ideas and information.

There’s no limit to the number of columns you can add to a board, and they can be arranged however you like.

Your board comes with the default columns 'To Do', 'Doing', and 'Done', however you can completely customise this setup to suit your workflow.

How to add a new column:

  1. Click +Add column

  2. Type in your new column name

  3. Press Enter when complete

How to move a column:

  1. Click and hold the column name

  2. Drag into your desired position

  3. Drop it into place

How to rename a column:

  1. Click the dropdown arrow next to the column name

  2. Select Rename

  3. Type in your new column name

  4. Press Enter when complete

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