Boards serve as the backbone of our the app, housing the advanced columns that power its functionality. To create a new board, follow these steps:
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✍️ Step-by-Step:
Accessing the Homepage: Navigate to the app's homepage.
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Access the homepage by navigating to “Apps” and clicking on “Advanced Columns”:
Click on “Create Board” in the top-right corner
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Opening the Creation Modal: Click on the "Create Board" button to open the board creation modal.
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A window will be shown like the one below:
Enter the following details:
Name (Required Field: Name: The name of the board is required and must be unique.
Optional Field: Description: You can provide an optional "Description" for the board, which can help users understand its purpose or any additional details.
Optional Field: Columns: The "Columns" field allows you to specify the advanced columns you want to include in the board right from the start.
Optional Field: Admin: The "Admin" field is optional during the creation process. You can choose to fill it out with the name of another user if you want to assign admin privileges to them. However, even if you choose another admin, the creator of the board will automatically retain admin privileges as well.
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): A unique identification for your board.
Labels (Optional): Categorize your boards by adding labels that identify their content or purpose. You can either select the existing labels or create a brand new one for your new board. If you wish to know more about labels and how to use them, visit our documentation on them clicking HERE.
Description (Optional): A description provides useful information and additional details for whoever accesses your board in the future.
Columns (Optional): If you wish to include any existing columns select them on this field. If none of them applies, don’t worry: you will be able to create your own ADVANCED COLUMNS later on.
Sharing: You can choose if your board will be public or private.
Once you have filled out the necessary details, click "Create" to finalize the create your board creation.
Your new board will now be available, and you can begin adding now add your advanced columns and start organizing your app's data efficiently.
📝 Important Tips:
In the modal, you must fill out the "Name" field. This will be the name of your newly created board. Also, to avoid duplication, the board cannot be created with a name that already exists.
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Filling required fields is mandatory to create a new board. To avoid duplication, consider choosing an unique name for your board. If you leave the field “Name” blank or choose a name that is already in use, a message will be displayed according to the situation:
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When you create a board, you’ll immediately be made the owner of the board. Therefore, you will have administrative privileges even if you assign another user(s) as admin(s) later. |
For further reference, you can explore our documentation on how create columns for your board here.