Start by selecting the type of board you want to use. A board contains cards, which typically track tasks or topics, and views, which define how to display the cards, or a subset of them. Views can display cards in a board, table, calendar, or gallery layout, optionally filtered and grouped by a property (e.g., priority, status, etc).
To name or rename a board, select the title area to edit it.
To display board description, hover above the board’s title and select Show description to activate the show/hide toggle. Once the description field is displayed, select Add a description right below the board title to add or edit the description.
Boards and cards are created with random icons by default. To change or remove icons, select the icon then choose the appropriate action.
All changes you make to boards and cards are saved immediately.
Templates provide you with a predefined structure so that you can get started quickly. Each template has a different function, but can be customized to suit your use case. When you create a new board from the template picker, select each template’s name to preview it and make sure it suits your requirements. Alternatively, you can create your own board templates.
Standard board templates include:
Content Calendar: Plan and organize your content creation and publication schedule.
Company Goals & OKRs: Plan your company goals and objectives more efficiently.
Competitive Analysis: Track and stay ahead of the competition.
Meeting Agenda: Use this template for recurring meetings. Queue up items, organize discussions, and plan what to revisit later.
Personal Goals: Categorize and plan your personal goals.
Personal Tasks: Organize your life and track your personal tasks.
Project Tasks: Stay on top of your project tasks, track progress, and set priorities.
Roadmap: Plan your roadmap and manage your releases more efficiently.
Sprint Planner: Plan your sprints and releases more efficiently.
Team Retrospective: Identify what worked well and what can be improved for the future.
User Research Sessions: Manage and keep track of all your user research sessions.
Welcome to Boards!: Onboarding template with guided tour points to help you quickly ramp up on Boards.
If none of the available templates suit your requirements, you can create a blank board using the Create empty board option from the template picker.
Custom templates are fully editable, but standard templates cannot be edited or deleted. To open the template editor for a specific template, go to the template picker then hover over the custom template and select the pencil icon. Any changes made on the template editor will be automatically saved and visible to team members who have access to the template.
Only admins and editors of a custom template can edit the template. If you don’t see the pencil icon when hovering over the template, then you don’t have the appropriate permissions to edit the template.