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Create a board

Updated Oct 18, 2026

Start from a blank board or from a template that already has the states and fields for a common process.

The New board window with templates on the left and the states of the chosen one on the right

Make a board

  1. Click Boards in the rail, then New board.

  2. Pick a starting point. The right-hand side shows the states and fields you will get.

  3. Give the board a name. It follows the template's name until you type your own.

  4. Click Create board.

Starting points

  • Blank board has three states: To do, In progress and Done. Add your own fields and states afterwards.

  • IT projects, CRM sales, HR hiring, Support tickets, HR onboarding and HR leave requests come ready with states, fields and, for some, an outline that every new card starts with.

  • Templates your workspace has made or changed appear in the same list. See 🧩 Board templates.

Who can see it

A new board is private to you. Click Share on the board to give people access. A card can never be published to the web.

Limits

Your plan may limit how many boards a workspace can have. The Boards page shows N of M boards used, and New board is replaced by a short message once you reach the limit. Ask your administrator if you need more.

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