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Creating a work board

Last Updated: September 30, 2026

What it does

A work board is a kanban board with columns you define. Creating one takes a title, an optional description and the team it belongs to.

The team a board belongs to decides who may change it later. An org-wide board is open to team leaders and above. A team-owned board is open to them and to that team’s manager. Marking a team-owned board as the team’s default places new tasks owned by that team on it without anyone dragging them there.

A board starts with New, In Progress, On Hold and Done columns. A card dropped on Done is finished, and the columns can be renamed, reordered or removed like any other.

Before you start

Create Board appears for a team leader and above, and for anyone who manages at least one team. If you manage a team but do not hold the team-leader role, you must choose a team - the org-wide option is not offered to you.

How to use it

  1. Open Work Boards and select Create Board.
  2. Give the board a title.
  3. Write a description where the board’s purpose needs explaining.
  4. Choose Org-wide board, or pick the team that owns it.
  5. Tick the default-board box if new tasks for that team belong here.
  6. Select Create.

The default-board tick only shows once you have chosen a team, and clearing the team clears the tick with it. Leaving the page with changes you have not saved asks you first.

Troubleshooting

If the list of teams cannot be loaded, the page says so under the picker.

  • Work boards and tasks: Work Boards lists your boards and Tasks lists every task, each with saved views and a create button.
  • Columns and cards: A board is columns of cards, added, renamed, mapped to a status, sorted, cleared, collapsed and reordered, with tasks dragged between them.
  • Editing and deleting a work board: Board settings reopens the create form on an existing board, and More Actions deletes it or opens its audit history.
  • Creating and editing a task: A task takes a title, description, due date, priority, board placement, reference and parent record, and the same form edits it later.

Changes