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 shown upon logging in. Just use the blue create new board link.

To get back to the dashboard from a board view, click the hamburger menu icon to unfold the board navigator, and then click the home icon, or your account name.

When starting a new board, you can define a completely custom layout, ask the AI Assistant to suggest a design specific to your needs, or use one of the available templates.

Not sure if you got it right the first time round? A board’s layout, as well as other board features, can be adjusted at any time from the Settings → Board Editor page. That is also where you can add swimlanes to your workflow.

Furthermore, to make the most of time tracking & reporting and have task timers start and stop automatically as cards move through your workflow, be sure to assign the right Lane Types to your Doing and Done columns. That too can be updated in the Board Editor.