Create or Edit a Board

Create or Edit a Board

A Board represents an individual project. It can contain one or multiple team members and a collection of tasks, subtasks, and checklist items.


To Create a new Board:

  1. From the Precursive tab, select the Board icon located on the left navigation bar to access the Board Menu.

  2. Click + New Board



3. Enter the necessary information about the Board, then click Create.



To Edit a Board:

Use the Board detail pane on the right to edit a Board.


Or users can now inline edit boards within the board detail pane, help article - Precursive Board Inline Edit within Detail Pane

Click the dropdown icon on the detail pane to select further options.




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