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How to Create Boards - Boards Overview

Watch how to create a board, with quick written steps.

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Written by Sophia Colapietro

This video walks through creating boards and how they work.

Quick steps

  1. Click Board in the left rail, then the home icon to see all boards.

  2. Click Add Board.

  3. Choose High Level Plan Board for phases and milestones, or Daily Work Board for day-to-day work, and click Select.

  4. Fill in the board details and save.

For what each board tool does, see Board Types and the Board Toolbar and Plan Board Overview.

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