Create Your Board
Plaky Board is a place where your Team’s tasks, workflows and processes are visualized. It helps you stay organized and keep track of your work, whether it’s one task, or a complex project. What’s more, highly interactive features enable faster and smoother communication among Team Members, so that everyone is informed of each-others project, tasks and progress.
Here are all the necessary steps needed to add your Board, which can be further configured so that it suits your needs.
To add new Board:
- Navigate to the Workspace menu at the top left corner
- Click +Add
- Choose New Board from the dropdown
- Now choose Create from scratch or Create from template
If creating from scratch:
- Enter Board name
- Click Create Board to complete the action
This newly-created Board can be configured and adjusted, so that it suits your needs.
To customize the Board to suit your needs, you can add the following when creating the Board:
- Board description
- Board view
- Custom fields
Add Description #
You can (optionally) add the description to the Board you and your Team are using. This can be a brief description of a project, instructions, guidelines, or anything else you find suitable, so that your team has a deeper and better understanding of the Board’s purpose.
To change or edit the description, click the Board info button next to the Board name. After Board info modal expands and you’re able to change it according to your preferences.
Group is a section in Board that contains Items and keeps the Board organized. Each created Item has its own Group that serves as a “container” or section in which the Item is placed. Group can represent anything, from a time interval (month, week, day) to the name of the client, feature, project…
Once you create the Board, an empty Group and empty Item samples are automatically created. You can collapse, expand, rename or change its color, if needed be.
Board info #
After you have created the Board, you can see additional information about your Board by clicking on the info button next to the Board in question.
Board info modal opens with the following information:
- Board name
- Board description
- Workspace (Workspace on which the Board in question is located)
- Board creator (Team Member who created the Board)
- Board owner
- Board type (can be changed on paid plans only)
After you make all the changes, click Save to complete the action.
Add Custom fields #
Custom fields provide structure and shape the Items and Item groups within your board. They enable you to add important attributes and enhance the organization of your project. Check out this text to learn how to add Fields to your Board.
Add Board View #
With different Board Views you can visualize the data you have access to, in a way that you prefer.
There are two types of Views:
Table View #
With Table View, you can see Items in form of rows and use Fields to add Item’s specifics.
Kanban View #
Kanban View groups the Items according to any criteria you have previously selected (e.g. person, status, date, tag…).