Understanding Boards  

Create a board from scratch

1. Go to the Tasks from the left main menu.
   

2. Click New Board at the left-bottom of the extended menu.
   
   
   
   

3. Choose Board from Scratch.
   
   
   
   

4. Enter the Board name and description.
   
   
   
   

5. Choose whether to associate the board with a Space. If you enable this option, select the Space you want to link to the board. Members of the selected space will have access to collaborate in the board.
   
   
   
   If you do not associate the board with a Space, add members directly under Add members. Selected people will have access to collaborate in the board.
   
   
   
   

6. Click Create.

• Associate the board with a Space when the work belongs to a specific community space and should remain contextual to it.

• Add board members carefully, since these are the users who can access and work with tasks inside that board.
  

Create a board from a saved template  

1. Click New Board.
   
   
   
   

2. Switch to Saved Templates tab.
   
   
   
   

3. Preview the template to understand its sections and structure.

4. Click Create this as Board.
   
   
   
   

This is useful when you want to reuse a standard workflow across multiple teams, projects, or spaces.