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:
|What should we call your board?||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.|
|Board Function||Set the function of the board. Any user can create an Agile board. Project administrators can also create Project Pipeline boards or Flex Boards if these features are turned on on your instance. Please refer to the Project Pipeline articles for more information on project pipeline boards option.|
|Board Type||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.|
|Who can make requests to this board||Limit the amount of users that can send requests to the board by setting a defined list. Note: this feature is only available when the "Limited Work Requests" option is applied.|
|Work 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 Name||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.