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Create a board

  1. Open Kanban and click New board. If your organization has no boards yet, click Create your first board.
  2. Enter a Name. Optionally add a Description and pick a Color.
  3. Choose who can see it. Leave Visible to roles empty to share the board with everyone in your organization, or select the roles that should see it.
  4. Click Create.

The board opens with six columns ready to use: Backlog, Todo, In Progress, Review, QA and Done. Change them to fit your process in Set up columns.

To switch between boards, use Select board at the top.

Good to know: on a board limited to certain roles, only people with one of those roles, plus board managers, see the board and its cards. Changing who can see a board needs permission to manage boards.

Edit or delete a board

  1. Open the board and click Edit board.
  2. Change its details, including Visible to roles, and click Save. Or click Delete board and confirm.

Deleting a board removes it and all its cards from the app. There is no way to bring it back from the app, so check before you confirm.

Next: Set up columns