Table of Contents:
1. How to Create a Board?
You have to be either an Account Owner or a Workspace Manager to be able to create boards within a Workspace. You can create as many workspaces as you need and each Workspace can contain multiple Kanban boards.
The permission related to the board creation process is controlled from the Security Controls panel in the Administration.
- Only Account Owners can create/copy workspaces and boards - If enabled, it allows the creation/copying of workspaces and boards only by Account Owners. If disabled, Workspace Managers will be able to create/copy boards too.
- Only Account Owners can delete workspaces and boards - If disabled, Workspace Managers will be able to delete the boards that they are assigned to.
For more detailed information, please check out the dedicated article.
Check out the steps to create your Kanban board:
Step 1: For starters, you need to have a Workspace. Click the Add Board link located on the top right side of a selected Workspace's blue ribbon.
Step 2: Enter the name of the Board in the dedicated text field and click Create.
You are not limited to the number of boards you can create under a Workspace.
Check out the following article to learn more about the Kanban board concept.
To learn more about the advantages of the digital Kanban board over the physical one, please read the dedicated article.
2. How to Rename a Board?
To rename a board, click the three dots icon right to the board name and select Rename Board.
Update the name and save your changes.
3. Boards order and background
When there is more than one board in a Workspace, boards are one after another where the newest board in the workspace would be the first one.
With the Board background feature, you can make your workflow more stylish and flamboyant by adding an image or set a color as a background to your boards.
You can organize the boards in your Workspaces in a preferred order.
Simply click and hold a board to drag and drop the board to the desired position.