Creating a board
Three places to start a board from, and the two fields the create dialog asks for.
3 min readUpdated
Boards are created inside a workspace, either at its root or inside one of its folders. There are three entry points, and they all offer the same options:
- The Add button on the workspace overview, Add Folder, New Task Board, New File Board, Create Document.
- The + button in the sidebar, above the workspace's item list, the same menu.
- The + button on a folder row in the sidebar, the same board options, created inside that folder.
The create dialog#
- Choose New Task Board or New File Board. The dialog opens titled "New Task Board" or "New File Board" to match.
- Enter a "Board name", it's required, and the placeholder shows an example: "e.g. Project Tracker".
- Optionally fill in "Description (optional)". It accepts up to 1,000 characters and counts down as you type.
- Create the board.
When you start from a generic entry point rather than a specific one, the dialog is titled "Create board" and offers a board-type picker above the name field.