Boards help you track and manage projects by organizing your work into structured tasks.
Below, you’ll find the four different ways to create boards, depending on where you are in your workspace.
Option 1: From the “+” Button in the Sidebar
You can create a new board from anywhere in your workspace using the + button at the top of the sidebar.
Click the + button and select Board
This will open the board creation window, where you can:
Enter a name
Add a description (optional)
Choose a General Access setting
After clicking Save, the board will appear at the top of your items list in the sidebar.
Option 2: From the Quick Access Buttons on the Home Page
You can also create a board from the quick access buttons at the bottom of the Home Page.
Click Board to open the same creation window described above
Once created, the board will appear at the top of your sidebar.
Option 3: From the Create Button Inside an Existing Folder
You can create a new board inside an existing folder using the Create button.
Click it and select Board to open the same creation window
Note
By default, the new board will use the same General Access setting as the parent folder.
If you keep this setting, the new board will automatically inherit access permissions from the parent folder, including all existing users with access.
You can update the access level at any time and control who can view or access the board.
Option 4: From the “+” Button Next to a Folder’s Name in the Sidebar
You can also create a board by hovering over a folder in the sidebar and clicking the + button next to it.
This will create the new board inside the chosen folder.
The same rules apply as in Option 3, meaning the board will inherit access settings and users from the parent folder.
Still have questions? Contact support.