Welcome to Boards
Boards is our Project management tool to help you and your team monitor your ongoing and upcoming projects. Collaborate, comment, and track each task easily, and have an overview at a glance to keep a tab on your ongoing processes.
Accessing To Dos
You can access Boards in the Module Menu on the right.
The primary board of your workspace is set up automatically so you can start adding To Dos immediately.
Creating To Dos
Creating To Dos is very easy. Go to your board and click + New To Do under the board where you want it to be created, give it a name, and hit enter. The To Do will appear on your board afterward and is ready to be edited.
Editing To Dos
To open a To Do click on it and the editor will open.
As the next step under Description, write the task outline to inform your team.
Once you are done, hit Save at the bottom left corner of the editor.
To set the Owner of the To Do, click on the Profile icon next to Members. Here, you can select from the members of the team who have access to the Board the To Do is created in.
To Assign the To Do to a team member, click the head under members.
Once you click that, a popup will open where you can search for a specific team member in the search bar or select it from the list. Tick the box next to their picture to assign the To Do to the person.
Once that is done, click X on the top right corner to close the To Do and save changes.
And now you have your first To Do!
For further features and settings, please refer to our other help articles.
