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.