Create a freeform board

You can create freeform task boards for tracking any kind of task or project.

Before you begin

Role required: none

Procedure

  1. Navigate to Self-Service > Visual Task Boards.
  2. Next to My Task Boards, click New, or if you have never created a task board before click Create New Visual Task Board.
  3. From the Create New Board window, click Freeform.
    A new task board opens with the default freeform lanes, To Do, Doing, and Done.
  4. Click the board name and enter a new name.

What to do next

After the board is created, board members can:
  • Add and modify lanes
  • Create and modify task cards
  • Add and remove members
  • Configure the look and feel