Creating a New Board

A board can be created as new or can be copied from an existing template.

To create a new board, simply click the button located at the top right corner of the page.
In the pop-up screen enter the following fields for the new board

  • Board name
  • Board type (Options available: Self, Employee, Team)
  • Description (Optional)
  • Start and End Dates (Optional)

Click the "Create Board" button at the bottom of the pop-up to create the new board.