Creating new boards and using templates

Account users with at least the project manager access privilege can create new boards from the dashboard - the list of all projects. The dashboard is the first page you see after logging in. To access it from a board view, click the hamburger menu icon and the home icon or account name.

Once in the account dashboard, please use the blue create new board link.

You can define a custom board layout, ask the AI Assistant to suggest a layout specific to your needs, or use one of the available templates.

A board’s layout, as well as other board features, can be adjusted at any time from board Settings - Board Editor. From there, you can also add swimlanes to your board.