Creating a teamboard

A new teamboard can be created by a person who is in the Teamboard creator role.

In order to create a new teamboard press the main menu button MainMenu in the left top corner and then select New board. (If you do not see this item it means that you are not in the Teamboard creator role.)

 

The following menu appears:

NewMenu

 

You can create a new teamboard in the following ways:

Using one of our pre-defined templates
Using one of already existing boards as a template

 

After you select a template or a board, the New Board dialog appears. Enter the new teamboard name and press OK. (This name must be unique in the set of teamboard names that you are authorized to view.)

 

NewTeamboard

 

A new teamboard will be created based on the selected template or board. It will be automatically open on the board view. You can start adding new work items here. The teamboard created from Engage or Trello file will already contain imported work items.

Initially, you are the only user authorized to work with this teamboard. In order to share this teamboard with other users you must authorize them.

 

You can also adjust the teamboard to your needs changing its configuration.