Add Custom Board
Troy Cherry avatar
Written by Troy Cherry
Updated over a week ago

STEPS

  1. Click Org

    Click Org

  2. Click Assessment

    Click Assessment

  3. Click Current

    Click Current

  4. Click ROADMAP

    Click Roadmap

  5. Custom boards are typically added to create business process around the Roadmap.

    TIP: Create a custom board called Review Evidence and place it between In-Progress and Done. Move completed tasks to this board to review evidence before marking them as done.

    Custom boards are typically added to create business process around the Roadmap

  6. Add Board

    Add Board

  7. Enter Board Name

    Enter Board Name

  8. Click Checkmark

    Click Checkmark

  9. Note:
    โ€‹The new board will be added between In-Progress and Done.

    The new board will be added between In-Progress and Done

  10. Click Edit
    โ€‹To change board name or move board location.

    Click Edit

  11. Click Delete

    Select a new board for any tasks currently in the custom board.

    Click Delete

  12. Click Confirm

    Click Confirm

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