How to create a Kanban Tasks board and workflow lists

Before you start

Choose where the board belongs and think of a short name for it. You can change the list names and order as your workflow changes.

Use Personal Boards for your own work, or choose a team for shared work.

Choose a clear board name, such as Website launch or Client onboarding.

Step 1

Open Kanban Tasks

In Tooling Studio, select Tasks in the product rail on the far left.

Tooling Studio with Tasks selected in the product rail — Select Tasks to open Kanban Tasks.

Step 2

Choose where the board belongs

In the left sidebar, find Personal Boards or the team that will own the board. A new board appears under that location.

Demo Team in the Kanban Tasks sidebar with its settings and add board controls — Choose a workspace location before you create the board.

Step 3

Start a board in that location

Select the plus beside Personal Boards or the team name. A Board name field opens below that location’s boards.

Empty Board name field below the Demo Team boards — The Board name field opens below the boards of the selected team.

Step 4

Name and create the board

Type a short name in the Board name field, then select the checkmark. Kanban Tasks creates the board and opens it.

When you create a team board, a Share your board window may open. Close it if you are not ready to choose who can use the board.

Website launch typed in the Board name field with the checkmark control — Enter the board name and select the checkmark.

Step 5

Check the default lists

A new board starts with To do, In progress, and Done. Keep them if they fit your process. You can add more stages and move the lists later.

New Website launch board with the To do, In progress, and Done lists and Add a List — The new board opens with three default workflow lists.

Step 6

Add a workflow list

Select Add a List at the end of the board. Type a name, such as Review, in Enter Task List. Press Enter to add it.

The board scrolls sideways when it has more lists than fit on screen. Scroll to the right to reach Add a List.

New list field with Review typed after the Done list — Enter a clear stage name and press Enter.

Step 7

Put the lists in workflow order

Drag a list by its name to move it. For example, place Review between In progress and Done. The board scrolls sideways when not all lists fit on screen.

Website launch board with To do, In progress, Review, and Done in workflow order — Drag list names to set the order tasks follow.

Need help with board access?

If the plus is missing or the board does not open, ask a workspace admin to check that the workspace can use Kanban Tasks. For more help, contact support .