Creating a new board couldn't be easier. The only complexity is knowing which board you need to create - Sprint or Kanban - as it cannot be changed once the board has been created.
To create a new board, click on the Create button in the top navigation bar and then select New Board.
You will then be presented with a form to create your new board. The top part of the form is used to capture your new board details.
You need to populate the following fields:
|Board title||Use a descriptive title to easily identify your board.|
|Board Owners||If you are creating a board you will be added as the board owner by default. There can be multiple owners. Owners can edit the board settings, create/start/stop sprints (in a case of a Sprint board), archive Kanban tasks and edit any board tasks.|
|Board Members||Access to the board is limited to board members. Board members can create and edit tasks but they can't manage sprints or archive Kanban tasks.|
|Description||A description of what the board is for.|
|Kanban or Sprint Board||Set the board type as Sprint or Kanban. Remember: This can not be changed later - so be sure of your board type when you create it!|
|Allow Work Requests||Set who can send requests to the board. If set to Community Requests, any member of the organisation can send requests to your board.|
Please ask your application administrator if you do not see this option as this means the the work request feature has not been turned on.
|Request Instructions||Give clear instructions on how to fill a work request form.|
|Privacy flag||If a board is set to private it will not be visible in search for anyone who is not a board member.|
|Theme||The title of the themes section.|
You can then directly click on the Create button to create your new board. Clicking on Create will drop you into the backlog of the board (in the case of a Sprint board) or onto the board itself (in the case of a Kanban board).
Alternatively, you can also customise your board before creating it.
- Learn how to add custom properties to board cards here.
- Learn how to add/remove/reorder board columns here.
- Learn how to customise board themes here.
- Learn more about work requests here.