Create and set up a Board

In this article, we will cover what a Board is and how you can create one from scratch or from a template.

O que é um quadro? #

A Board is where work happens in Plaky. It’s a structured list of Items (tasks, requests, projects) organized into Item groups and tracked through fields such as status, assignee, and due date. Every Board lives inside a Space.

Public vs. private Boards #

Every Board is either public or private. You select the Board type when you are creating it, but you can change this later. 

Create a Board from scratch #

You can create a Board from scratch and add Item groups and Items to it as you prefer. Here’s how:

Web

iOS

Android

1. Click on the + icon in the left sidebar
2. Hover over New Board
3. Select Create from scratch
4. Digite o nome do quadro
5. Descrição do espaço (opcional)
6. Select the Space
7. Toggle if you want the Board to be private 
8. Click Create Board to complete the action

1. Open a Space
2. Toque no botão + no canto superior direito
3. Tap on New board
4. Select Start from scratch

1. Open a Space
2. Tap on the + button in the bottom right corner
3. Select New board from scratch

The Board will open immediately after the creation. It starts with two default Item groups and several sample Items, which can be edited later. From here, you can add Items, configure Fields, invite Members, and add Views.

Create a Board from a template #

Templates give you a pre-built Board structure with Item groups, Fields, and sample Items already set up. 

Here’s how to create a Board from a template:

Web

iOS

Android

1. Click on the + icon on the left side
2. Hover over New Board
3. Click on Create from template

1. Open a Space
2. Toque no ícone + no canto superior direito
3. Tap on New board
4. Select a template from the list

1. Open a Space
2. Tap on the + button in the bottom right corner
3. Select New board from template
4. Choose a template

There are various templates you can choose from, such as:

• Nonprofit campaign
• Personal goals
• Social media calendar
• Recruitment
• Product launch
• Personal tasks

Marcar quadro como modelo #

You can mark one of your Boards as a template and save it for later. Here’s how: 

Web

iOS

Android

1. Open a Board
2. Click on the three dots in the top right corner
3. Select Mark as Template

1. Abra um quadro
2. Toque nos três pontos no canto superior direito
3. Tap on Mark as template

EM BREVE