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How to rename your board

How to add a new board

How to add a column

How to move a column

Tasks

Other uses for boards

Your board is the hub for managing all your project related tasks. See all of your tasks in one place, and easily track their progress from start to finish.

You can add as many boards to your project as you like. However we suggest creating a board for each stage or phase of your design process, e.g. Concept Design, Schematic Design, Design Development and Construction.

How to rename your board

Your project comes with a default board called Untitled Board. To rename this board:

  1. Click the 3 dots in the top toolbar

  2. Click Rename

  3. Type in your new board name

  4. Click Save

How to add a new board

  1. Click the Dropdown arrow next to the current board name

  2. Click Add New

  3. Select Board

  4. Click Create

Columns

Columns sit within your boards and organise your task cards according to their progress. They can be used to create a workflow where cards are moved from left to right across columns from start to finish, or simply act as a place to keep track of ideas and information. There’s no limit to the number of columns you can add to a board, and they can be arranged however you like.

Your board comes with the default columns To Do, Doing, and Done, however you can completely customise this setup to suit your workflow.

How to rename a column

  1. Click the dropdown arrow next to the column name

  2. Select rename

  3. Type in your new column name

  4. Press enter when complete

How to add a new column

  1. Click +Add column

  2. Type in your new column name

  3. Press enter when complete

How to move a column

  1. Click and hold the column name

  2. Drag into your desired position

  3. Drop it into place

Tasks

The core unit of a board is a task card. A task can be something that needs to get done, like a presentation that needs to be completed, or something that needs to be remembered and easily accessible like a brief from a client.

Tasks can be customised to hold a wide variety of useful information by clicking on them. Drag and drop cards across lists to show progress. There’s no limit to the number of cards you can add to a board.

Learn how to add & edit a task here.

Other Uses for Boards

The Board is a flexible tool that you can use to track other processes, beyond project management. In this video tutorial, we show you how to set up a board to manage your project procurement and studio leads.

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