Create and organize a task board
Open the right board
Expand **Task** in the sidebar and choose a board. Use **Switch task board** to find another board. Board access and editing depend on your permissions.
Add a board
Use the available board-creation action, enter **Board Name**, and select **Save**. Confirm the new board appears before adding work. Use a specific name such as Customer follow-up or Service operations.
Configure the board
Open **Board settings** to review its name, members, status and priority columns, fields, and permissions. Review the current owner and include only the staff who need the board. Review who can create, update, move, and delete work.
Use the appropriate view
Choose **Board** for work grouped into columns or **List** for a tabular view. Group by **Status** or **Priority**. Search the current board before creating another task for an issue that may already be recorded.
Keep board changes deliberate
Changing statuses, fields, or member access can affect existing tasks. Review the saved board and a representative task after editing. Do not delete a board just to hide completed work; review the deletion dialog and preserve needed records first.