Overview

How to create a board

1. Go to the Tasks section.
   
2. Click + New Board in the bottom-left corner.
   
   
   
   
3. Enter the name and description, and add members to the board.
   
   
   
   Also, you can link the board with an existing group if required. 
   
4. Click Create.
   

How to create sections in a board

1. After creating a board, click Create Section.
   
   
   
   
2. Enter a title for your section.
   
   
   
   
3. Click the + icon (denoted as 2 in the image above) to the right of an existing section to add additional sections based on your requirement. On the other hand, clicking the + icon (denoted as 1 in the image above) below the section title will create task tiles inside it. 
   

How to reorder sections

How to reorder tasks

How to rename a section

1. Hover over the section title to reveal the menu.
   
   
   
   
2. Click Rename.
   
3. Type the new name and press enter to save it.
   

How to rename a board

1. Click the menu in the top-right corner of the board header.
   
   
   
   
2. Select Settings from the drop-down menu.
   
   
   
   
3. Under the General tab, edit the board name and description.
   
   
   
   
4. Click Update to apply the changes.
   

How to perform bulk task actions with multi-select option

1. Click the Select Multiple icon near the board header.
   
   
   
   
2. Select the check boxes of the tasks you want.
   
   
   
   
3. Choose the preferred bulk action from the dropdown.
   
   
   

How to delete a section

Note: Only a board admin can delete a section.

1. Hover over the section title to reveal the menu.
   
   
   
   
2. Click Delete.
   

How to delete a board

1. Click menu in the top-right corner of the Board header.
   
2. Go to the Advanced tab.
   
   
   
   
3. Click Delete this Board to permanently remove the selected board.
   
   
   
   

Some ways of using Boards

1. Boards are ideal for managing projects. You can create sections for different phases of the project (e.g., planning, development, testing, deployment) and add tasks within each section. This setup allows you to visualize the project timeline and ensure all tasks are completed as per the schedule.
   
2. Organize events by creating a board with sections for various aspects, such as venue, catering, invitations, and agenda. Assign tasks to the team members and track their progress to ensure a successful event.
   
3. Track customer support tickets with a board by creating sections for new tickets, in progress, resolved, and closed. Assign tickets to support technicians and monitor the ticket status to ensure timely resolutions.