TaskFord
Contact Us
Help CenterUsing TaskFordBoardsCreate boards

Create boards

This guide walks you through creating a board in TaskFord from different areas of the app and setting up key details to start organizing and managing your work.

Who can use this feature?
  • App Admins / App Editors can create boards
  • Site Viewers cannot create boards

Creating a board allows you to set up a dedicated space for organizing work, tracking tasks, and collaborating with your team.

You can create a board in three different ways, depending on where you are in the app:

Option 1: From the sidebar

  1. In the sidebar, navigate to the Boards section
  2. Click the (+) button next to Boards

create a board from the sidebar 01

  1. A pop-up window will next give you the option to add your board details.

create a board from the sidebar 02

From the board details screen, you can:

  • Template: Start from scratch or click Change template to apply a predefined structure. You can optionally check a box to include sample data.
  • Board Name: Enter a board name.
  • Key: Define a unique, short identifier (e.g., “MKT”) used as a prefix for all tasks created on this board.
  • Privacy: Choose a privacy level to control who can access this board
    • Open: Open access for everyone within your site.
    • Limited: Visible to everyone, but only invited members can create or edit tasks.
    • Private: Restricted access; visible only to admins and invited members.
  1. Click Create

Your new board will open in the main workspace and appear in the sidebar.

Option 2: From the top bar

  1. In the top bar, click the + Create button
  2. Select Board from the dropdown menu

create a board from the top bar 01

  1. A pop-up window will next give you the option to add your board details.

create a board from the top bar 02

From the board details screen, you can:

  • Template: Start from scratch or click Change template to apply a predefined structure. You can optionally check a box to include sample data.
  • Board Name: Enter a board name.
  • Key: Define a unique, short identifier (e.g., “MKT”) used as a prefix for all tasks created on this board.
  • Privacy: Choose a privacy level to control who can access this board
    • Open: Open access for everyone within your site.
    • Limited: Visible to everyone, but only invited members can create or edit tasks.
    • Private: Restricted access; visible only to admins and invited members.
  1. Click Create

Option 3: From ‘All boards’ screen

  1. From the sidebar, navigate to the Boards section.
  2. Click View all boards

create a board from all boards screen 01

  1. In the All boards screen, click Create board in the top-right corner

create a board from all boards screen 02

  1. A pop-up window will next give you the option to add your board details.

create a board from all boards screen 03

From the board details screen, you can:

  • Template: Start with a blank board or click Change template to choose a predefined structure.
  • Board Name: Enter a board name.
  • Key: Define a unique, short identifier (e.g., “MKT”) used as a prefix for all tasks created on this board.
  • Privacy: Choose a privacy level to control who can access this board
    • Open: Open access for everyone within your site.
    • Limited: Visible to everyone, but only invited members can create or edit tasks.
    • Private: Restricted access; visible only to admins and invited members.
  1. Click Create