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Boards

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INTRO

Getting Started with Boards

What is and how to get started with Boards

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Overview of the Boards Page

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

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MANAGING TASKS

Finding a Task Using the Search Bar

Let’s see how to locate a Task using the Search Bar.

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Managing Tasks with Bulk Actions

Let’s see how you can manage your Tasks in bulk

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Creating a Task

How to create a new Task on the Board

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Managing Tasks

How to make changes to Tasks

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Task Description

How to update the description of a Task

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Adding Comments to a Task

How to leave comments on Task

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Moving Tasks

How to move Tasks within and between columns

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Deleting a Task

How to delet a ticket

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Copying Task link

How to copy the link of a Task

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Moving Task to Other Board

How to move Tasks to other Boards

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Duplicating Tasks

How to Duplicate Tasks

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Editing Fields in Tasks

How to edit fields within a Task

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Moving from One Task to Another

How to move between Tasks with Ease

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Track Your Task Progress with Clockify

How to track your progress with Clockify within your Board

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FILTERING YOUR TASKS

Filtering your Tasks using the Custom Filter Bar

How to filter your Tasks using the Custom Filter Bar on your Board

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Filtering Your Tasks by Members

Let’s see how you can filter your Tasks by your Member

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Filtering Your Tasks by Labels

How to filter your Tasks by Labels on your Board

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Filtering Your Tasks by Columns

How to filter four Tasks by Columns on your Board

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TASK FIELDS

Task Name

How to update the name of a Task

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Adjusting Task Column

How to move a ticket between columns.

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Setting Up the Owner of the Task

How to set up the owner of the Task

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Assigning Tasks to Contributors

How to assign a Task to a Team Member as a Contributor

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Adding Labels to Tasks

How to add a custom labels to a Task

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Adding Story Points to Tasks

How to add story points to Tasks

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Comments

How to Add Comments to a Task

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History

How to check the history of your Tasks

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Tester

How to add a tester to a Task

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Deadline

How to set a deadline for a Task

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Conversations

How to assign a Task to a conversation

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Text Field

How to add a custom text field to the Tasl

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Contacts

How to assign a contact to a Task

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Checklist

How to add Checklist to your Task

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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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Sales Pipeline

Overview of the Sales Pipeline

What Can you see on your Sales Pipeline?

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Create a Sales Pipeline

How to Create a Sales Pipeline

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Create New Leads

How to Create New Leads in Your Sales Pipeline

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Edit Leads

How to Edit Leads in the Sales Pipeline

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Cold Leads Stage

What Can You See in the Cold Leads Stage for Each Lead?

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In Conversation Stage

What Can You See in the In Conversation Stage for Each Lead?

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Demo Booked Stage

What Can You See in the Demo Booked Stage for Each Lead?

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Negotiation Stage

What Can You See in the Negotiation Stage for Each Lead?

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Won Deals Stage

What Can You See in the Won Deals Stage for Each Lead?

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Lost Stage

What Can You See in the Lost Stage for Each Lead?

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