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Create a Board

Create a New Board

Boards are where all the action occurs, where you can use the 100+ templates available, board tools, video conference, brainstorm, create, collaborate, present documents, coach, and more.

Create a New Board Button

From the My Boards view or from any project, click the “+ New Board” button to create a new board.

First, give your board a name.

If creating the board from the My Board view, select the project the board will reside, noting that if the project entry has the two-person icon next to it, then it is a shared project.

Choose your project carefully, and review this article on the difference between private and public projects.

Note: Creating a board from a project view will have this value set to the currently selected project.

Upload Board Image

Give your board more identity by uploading an image to represent it.

Invite Others

Invite members to access the board anytime. 

Follow this guide to learn more about invitations.

Note: You may not invite those that are already members of a shared project.

Open Board When Created

Select whether you’d like the board to open immediately after its creation.

Select a Template

Select a Template

When the board opens, all the available templates are displayed to help kick start your board.

Love a template? Click the heart icon on any template you see and have them all displayed in the favorites section.

Note: If the select a template window does not appear, ensure the Show Templates for New Boards is enabled in the settings.

Search all available templates by title or description.

Categories

Select from over 100+ ready-made templates in the categories of Recommended, Building Blocks, Brainstorming, Meetings & Coaching, Problem Solving, Research & Design, and Strategic Planning.

Shared

Here you’ll see any templates that your team-mates have created and opted to share.

Private

Any template that you have created but not shared will be listed here.

Favorites

All your loved templates will be displayed here.

Show All

Show all the templates, including ready-made, shared, and your private templates.

Toggle Switch Options

Display when creating a new board

Chose to display this window when you create a new board.
This setting can also be changed via Show Templates for New Boards.

Create a Blank Board

Alternatively, click this button to create a blank board without using a template.

Applies To: Board Hosts, Board Facilitators, Board Editors

Plan Availability: Free*, Business, Education

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