Creating Your First Board
Boards are where your team's work lives. This guide walks through creating one from scratch — and shows what each part of the interface does.
Overview
A board is a visual workflow — columns flow left to right, and cards (your tasks) move between them as work progresses. You can have as many boards as you need, organized inside workspaces.
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Audit feature flags
Card detail redesign
Webhook retries
Bulk move performance
Two-factor auth
Slack integration v2
Creating a board
Click the "+" button
Find it in the workspace sidebar, top-right header, or the boards page.
Name your board
Use something descriptive — "Q2 Roadmap" beats "Stuff". You can rename later.
Pick a background
Choose a solid color, gradient, or upload a custom image. This shows up in your boards list and makes it easy to spot at a glance.
Choose a workspace
The board lives inside one workspace. If you only have one, it's pre-selected.
Click Create
You land directly inside the new board, ready to add columns and cards.
Anatomy of a board
Five regions you'll work with every day:
- 1
Board header
Board name, view switcher (board, list, calendar, timeline), members, filters, and the share button.
- 2
Columns
Each column is a stage in your workflow. Click the header to add cards or open column-level settings.
- 3
Cards
Individual tasks. Click any card to open its detail view, or drag it between columns to update status.
- 4
Quick-add
The "+ Add card" button at the bottom of each column. Press N anywhere on a board to add a card to the focused column.
- 5
Activity sidebar
Real-time feed of who changed what. Toggle it from the board header — useful for end-of-day catch-up.
Customizing your board
Background
Solid colors, gradients, or uploaded images make every board instantly recognizable.
Columns
Add, rename, reorder, or set WIP limits to match exactly how your team works.
Labels
Create up to 30 color-coded labels per board for type, priority, or focus area.
Members
Invite teammates by email, share a link, or add guest viewers for stakeholders.
Starting from a template
If you're not sure where to start, templates give you a ready-made structure with sample cards you can edit or delete.
- Basic Kanban — three columns, no fuss — the safest place to start
- Sprint Planning — backlog → committed → in progress → review → done
- Bug Tracker — triage, severity labels, and an "Awaiting Repro" column
- Content Calendar — ideation → drafting → review → scheduled → published
- OKRs — objectives as columns, key results as cards
- Retro Board — what went well / what didn't / action items
Now make it yours
Boards work even better with a team. Add a few teammates and start collaborating.
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