Creating boards
Introduced in 2024.2
This article describe how to create a new Kanban-style board for viewing and managing
TIP: Alternatively, you can create a copy of an existing board using the Save As command and then customize this copy as needed using the Customize Board pane.
To create a new board from scratch:
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Go to My Tasks > Board.
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Click on the board name and click the New button. The New Board fly-out pane appears
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Enter a board name.
Click Next to navigate to the Select Columns dialog. This dialog lists all available ticket statuses.
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By default, all statuses are selected. If you don't need certain statuses on your board, clear their checkboxes. You can also reorder the columns to match your preferred workflow: just click and drag a column to a new position in the list.
Click Next to open the Filters dialog.
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Specify the criteria that the ticket data must meet in order to be included in the board. The board filter is the same that you use to filter data in a data view. For details, see Filter tab.
Click Next. The Sort dialog is displayed.
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Define how tickets will be ordered on the board by choosing a sort field and selecting the sort order.
Click Next to open the sharing options.
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Decide who can access the board by selecting one of the following options:
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Only me keeps the board private
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Everyone shares the board across the organization
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Group limits its limit visibility to a specific team (group)
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Click Create to add the new board to your list of boards. The board's icon will reflect the selected sharing option.