Getting Started with Boards

Welcome to the Boards Module Guide

This article will introduce you to the basic functions of the Boards Module, including checking out your first To Do, creating new To Dos, adding descriptions, and moving To Dos between columns. By the end of this guide, you'll be familiar with the fundamental elements of the Boards Module.

Checking Out Your First To Do

Follow these steps to explore your first To Do:

1. Access the Boards Module:

   • Go to the Boards Module from the left menu.

2. Open Your First To Do:

   • Your first To Do is already there for you. Open it by clicking on the To Do.
   • Explore how the To Do looks and familiarize yourself with its features.

Creating Your First To Do

Add a new To Do to your board with these steps:

1. Initiate a New To Do:

   • In your Boards menu, click on the New To Do button or the + sign in the columns to create a new To Do.

2. Add a Title:

   • Add a title for the To Do that best describes your task.

Adding a Description to the To Do

Provide detailed information for your To Do:

1. Open Your To Do:

   • Open the To Do that you just created.

2. Enter Description:

   • In the description section, enter the detailed explanation of your task.

3. Save the Description:

   • Click on Save to store the information.

Moving Your To Dos

Track the progress of your tasks by moving To Dos between columns:

1. Drag-and-Drop Feature:

   • Click on the ticket, hold it, and move it to the desired column.

2. Move Using Column Option:

   • Alternatively, click on the ticket, and select the column you want to move it to on the right, under the Column option.

Download Onboarding PDF

You can download the full Onboarding Guide as a PDF file here.