Board

A Board is the main place to manage all your team's work pipelines. Here you can create new boards for different needs, such as sales, projects or lead management, and switch between the boards you have.

Board navigation Shows the boards you own or have access to. Here you can:

• Switch between boards

• Create a new board

How to create a new board:

1. Click the "+" button next to the search field,

2. or click New Board at the bottom of the board list.

3. Choose one of the available templates:

   

   • Deals: Track and manage your sales pipeline

   • Leads: Organize and follow up with potential customers

   • Projects: Manage and track project progress

   • Blank Template: Create a blank board to start from scratch