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Boards

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INTRO

Overview of the Boards Page

What you can see on your Board and what you can do with the features

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Getting Started with Boards

What is and how to get started with Boards

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MANAGING TO DOS

Managing To Dos

How to make changes to To Dos

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Creating a To Do

How to create a new To Do on the Board

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To Do Description

How to update the description of a To Do

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Adding Comments to a To Do

How to leave comments on To Do

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Filtering To Dos

How to filter To Dos

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Moving To Dos

How to move To Dos within and between columns

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Deleting a To Do

How to delet a ticket

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Copying To Do link

How to copy the link of a To Do

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Moving To Do to Other Board

How to move To Dos to other Boards

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Duplicating To Dos

How to Duplicate To Dos

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Editing Fields in To Dos

How to edit fields within a To Do

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Moving from One To Do to Another

How to move between To Dos with Ease

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Track Your To Do Progress with Clockify

How to track your progress with Clockify within your Board

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TO DO FIELDS

To Do Name

How to update the name of a To Do

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Adjusting To Do Column

How to move a ticket between columns.

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Setting Up the Owner of the To Do

How to set up the owner of the To Do

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Assigning To Dos to Contributors

How to assign a To Do to a Team Member as a Contributor

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Adding Labels to To Dos

How to add a custom lables to a To Do

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Adding Story Points to To Dos

How to add story points to To Dos

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Comments

How to Add Comments to a To Do

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History

How to check the history of your To Dos

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Tester

How to add a tester to a To Do

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Deadline

How to set a deadline for a To Do

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Conversations

How to assign a To Do to a conversation

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Text Field

How to add a custom text field to the To Do

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Contacts

How to assign a contact to a To Do

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Checklist

How to add  Checklist to your To Do

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MANAGING BOARDS

Moving Between Boards

How to move between different boards

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Board Settings

How to make changes to your board

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Creating columns

How to add new columns to your board

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End of Life Column

What does the end if life column mean and how to set it up?

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Change Column name

How to change the name of a column

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Change Column Color

How to change the color of a column

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Deleting a Column

How to delete a Column

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Sharing a Board

How to share a board with multiple workspaces

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Adding a new Board

How to add a new board to Boards

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Changing Board Name

How to change the name of a Board in Boards

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Adjust Board Access Rights

How to change which team members can access a board

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Deleting a Board

How to delete a Board

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2024