Creating Boards

A board is an integrated view of sheets and visuals. Hence, only sheets and snippets existing in the same functional area as the board can be added. Additionally, shapes and editable text boxes can also be added to the board. Follow the steps below to create a board:

1. Go to any existing Functional Area and click the Plus icon. From the list, select the Board option at the bottom.

2. Enter a Board Name and Title. The Functional Area name should appear automatically.

   From the dropdown, choose the type of Board you want to create.

   

3. Click on the Create Board option on the level 2 header.