Create a board and add cards

Create a board where you are working, add cards to its columns and move them.

In short

A board is a set of columns holding cards. A card is one piece of work, such as a task, a bug or a story, and you drag it from column to column as the work moves forward. Create a board in the workspace it belongs to, add cards, and everyone who can open the board sees each move at once.

Before you start

Create a board

  1. Switch to the workspace the board belongs in: your Personal Workspace or an organization.
  2. Open Boards. With no board yet, press "Make my first board" for a board with example cards you can drag at once, or "Start from a template". Otherwise choose "New board".
  3. Type a name of up to 200 characters, then answer "What will you track?": Tasks, A software product, Bugs and requests, Marketing or Sales. Each picks a starting layout; a software product or a bugs board also keeps the API Tester, UI Tester and Designer tabs on its cards.
  4. For any other layout, open "All layouts" (or choose "Something else"). Everyday holds Simple tasks and Personal to-do. Software holds Software delivery, Bug tracking, IT requests, Sprint board, Release checklist and Product board. Business holds Marketing campaigns, Sales pipeline, Content calendar and Employee onboarding. A preview shows what the chosen one makes: its columns with example cards, and the fields every card gets. In an organization, its own templates are under "Your organization".
  5. The line under it says where the board goes and who it will be open to; press "Change" to choose who sees it. "More options" holds the example cards (on by default), a description and what the board is for. Then choose "Create board".
  6. To start from a board you already have, open it and choose … › More › "Duplicate board…". The new board gets the same workflows and columns (with their limits, done marks and approvals), card types, fields, card templates and progress and estimate settings, in the same workspace; the cards, rules, sharing, guests, connections, repositories, mail, forms and saved views stay behind. You need to be one of the organization's own people who may make boards there. A hiring board, a product board and a legacy project board cannot be duplicated.
  7. To give everyone in your organization the same columns, open a board you manage and choose … › More › "Save as template…". Its workflows and columns (with their limits, done marks and approvals) and its card types are saved; the cards, fields, rules and sharing are not. New boards of the organization then offer it under "Your organization" in the layout picker, and a board made from it starts without example cards. You need to manage Boards in the organization; "Manage templates…" there renames or deletes one, and boards already made from it keep their columns.

Add and move cards

  1. Choose + in the head of a column, beside its … menu.
  2. Type a title of up to 300 characters and press Enter. The box stays open for the next card.
  3. Drag a card to another column, or to a new place in the same column, and release. Without dragging, use the card's … menu: "Move to", "Move to top" or "Move to bottom".

Result: the board opens with the layout's columns and card types, you manage it, and each move saves at once for everyone who has the board open.

Good to know

If something goes wrong

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