How to create a board in Vaiz

A board is a workspace where you manage tasks and workflows within a project. Use it to organize work and collaborate with your team.

Step 1. Open a project

Open the space menu in the top-left corner and select the space that contains your project.

Then open the Projects section in the sidebar and select the project you want to work in.

Once you are inside the project, click Add board in the sidebar.

You can also click the three-dot menu next to the Boards section and select Add board.

Step 2. Start board creation

Click Start creating to begin the board setup process.

Step 3. Choose a template

Select the template that best fits your workflow. You can start with the Default template, which includes a basic board structure, or select one of the ready-made templates available in the template library.

Click Continue to proceed.

Step 4. Configure the board

Enter a name in the Board name field.

You can customize the workflow by editing existing groups or creating new ones.

You can also create custom task types by clicking New type and selecting a color and icon.

When everything is ready, click Create board.

Step 5. Add team members

Enter the names, groups, or email addresses of people who should have access to the board.

Click Add members to grant access.

Note: Click Skip if you do not want to add members right now. You can invite them later from Board Settings.

Step 6. Open the board

After the board is created, click Open board to start working with it.

You can also click Dismiss and return to it later from the project sidebar.

Step 7. Show, hide, and reorder boards

Open the three-dot menu next to the Boards section and select Select boards to display.

Use the toggle next to each board to show or hide it in the sidebar.

To change the order of boards, drag them using the six-dot handle on the left side.