Create Board

Table of Contents

Add Board

  • Once you choose your template, start creating the board by mentioning the Task board name, Task board key, along with the Task board description.
  • A preview of the created task board with chosen color is displayed on your screen. Next, click Ok to save it.
  • Unless you can create or select the form, you will get the Form Identifier. After that, Task ID has generated.
  • Then, click ‘Save’ Button to confirm your task board creation.
  • In the top right of the column, click Kebab menu and select ‘Column Color’ option.
  • The ‘Color’ of the column from the Color Slider to choose a custom color.
  • On the same menu, select ‘Rename the Column’ option to rename it using New Column Name, and click Replace button. The existing name will get replaced by new column name.
  • Next, there is a ‘Column Security’ option available on the same menu. Using this, you can give permission to users who will access the specific column.
  • Select ‘Manage Sub Status’ option to add, rename, and delete the sub status whenever required.
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