3. How to create a projects board

How to create a projects board

In this snippet you will learn how to:

  • How to create a projects board

  • How to create columns

  • How to change colours and names

  • Archiving (once archived it cannot be recovered)

How to Create a Projects Board

  1. Accessing projects tab

    • Click on the projects tab at the top of the screen.

    • Consider your personal workflow before starting

  2. How to add a new project

    • Click "Add Project" to create a new folder.

    • Rename so it is relevant to you

    • Optionally, add a description.

    • Click submit to create

  3. Adding columns

    • Click 'open' on project folder

    • Default 'site' column appears

    • Edit name and colour

    • Click "add column" to create more

  4. Archiving projects

    • Use the archive button to remove a project

    • Once archived, the project cannot be retrieved.

Explore our library for more resources on projects.

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