Managing Boards

Find and filter boards

Use the board list toolbar to find what you need:

• Search boards... filters by 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.

Rename a board

1. Open a board.
2. Click the board name at the top.
3. Type the new name and press Enter or click away.

Switch boards

Open the board switcher (chevron next to the board name) to search boards and jump to a different board.

Update board icon or color

From the board header menu:

• Choose Change Background Color to set the board background.
• Choose Set Board Icon to pick an icon.

Delete a board

From the board header menu, click Delete Board and confirm the dialog.

You can also delete a board from the list view using the board menu.