Become a PRO at Boards

Welcome to the Boards Module PRO Guide

This article will help you advance your skills by learning how to create new boards for different projects and connect customer interactions to your To Dos. Follow these steps to enhance your task management and collaboration.

Creating a New Board

Organize your projects or groups by creating new boards in the Boards Module:

1. Find the + Sign:

   • In your Boards module, find the + sign on the right.

   Create New Board

2. Enter Board Name:

   • A popup will appear where you need to enter the name of the new board.

3. Add Members:

   • Add the members you want to collaborate with in the board.

4. Save the Board:

   • Hit Save. Your new board will now be created and available to select on the right menu.

Assigning Conversations to To Dos

Connect customer conversations, such as feature requests or bug reports, to your To Dos for better tracking and management:

1. Open the To Do:

   • In your board, open the To Do you want to assign the conversation to.

2. Add Custom Field:

   • Under Custom Fields, click on +Add new field.
   • Select the Conversation option.

3. Assign Conversation:

   • Click on +Assign conversation.
   • Select the conversation from the list you want to assign to the To Do.

   The conversation is now connected to the To Do, making it easier to track related tasks and customer interactions.

Download Onboarding PDF

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