Set up your first board

The wizard opens by itself the first time you sign in. To add another board later, open the board switcher in the header and choose New Board, or choose Create board on the Dashboard.

1. Connect your tools: connect the tools you use now, or choose Skip for now.
2. Name your board and define your flow: enter a Board name, then pick one of the Quick start templates or edit Your workflow. You can rename, reorder and remove columns, Add column, and mark one column as done.
3. Choose Finish.

• Templates only apply while you set up a new board.
• If you close the wizard early, you’re left with a board called “My Board” with one unnamed column. Rename it and add columns in Settings.