Plan work with boards

Leads & pipeline

Plan work with boards

Plan work on simple boards with groups, columns, people and due dates — like a shared to-do list.

Where to find it: Menu → Boards For everyone 6 min

The steps at a glance

Step 1 of 5

In the menu on the left, tap Boards. On a phone, tap the ☰ menu button at the top first.
Tap New board, then Blank board (or a template).
Type a Board name. Tick Private board if only you (and people you add) should see it. Tap Create board.
Type in the empty row at the bottom of a group and press Enter. Add columns with Add column.
Open an item and Write an update — type @ to mention someone.

✅ How do I know it worked?

The person you mentioned sees a red number on Boards in the menu.

⚠️ Common mistakes

Problem“Kanban needs a status column”.FixAdd a Status column first, then switch the view to Kanban.

ProblemNobody else can see your board.FixIt's private. Open Board settings and add Members, or untick Private board.