Boards

What you can do with Boards

• Create boards to track contacts and work stages
• Filter and search boards by type or date
• Manage stages and cards directly on the board
• Assign cards, track due dates, and use the Board Inbox for updates
• Save a default card setup for repeatable board work

Quick start

Board list basics

Use the toolbar to find boards quickly:

• Search boards... filters by board name or description
• Date filters by updated date
• All Types filters by Kanban or Sales
• Clear Filters resets active filters

Use the view toggle to switch between Grid and List layouts.

Common tasks

• Creating a Board
• Managing Boards
• Creating Stages
• Creating Cards