In this article:
1. How to Create a Board?
To create boards within a workspace, you have to be either an Account Owner or a Workspace Manager. You can create as many workspaces as you need, each with multiple boards.
The permission related to the board creation process is controlled from the Security Controls panel in the Administration.
- Only Account Owners can create or clone workspaces and boards — If enabled, it allows the creation/copying of workspaces and boards only by Account Owners. If disabled, Workspace Managers will be able to create/copy boards too.
- Only Account Owners can delete workspaces and boards — If disabled, Workspace Managers will be able to delete the boards that they are assigned to.
Here are the steps to create your board:
Step 1: To begin with, you need to have a Workspace. Click on the plus icon in the top right corner of the selected workspace.
Step 2: Enter the name of the board in the dedicated text field and click on Save. You are not limited to the number of boards you can create within a workspace.
2. How to Rename a Board?
To rename a board, click on the three-dot icon in the upper right corner of the board's window within its workspace. Select Rename from the dropdown, type the new name, and save your changes.
3. Board Order and Background
When there is more than one board in a workspace, boards are automatically ordered from newest to oldest. However, you can reorder boards in your workspaces to your preference. Simply click on a board and drag and drop it to the desired position.
With the Board background feature, you can make your workflow more stylish and flamboyant by adding an image or setting a color as a backdrop for your boards.