Boards

Introduction to Boards

• A quick introduction to Fluid Boards
• Creating a New Board
• The difference between Kanban and Sprint Boards
• Customising Board Themes
• Customising Board Columns

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• Board Workspaces
• Linking Boards to Projects and WorkHubs
• How to Group Assignees with Themes in Boards
• Useful Features to Apply when Managing Your Board
• Controlling Where Cards Can Move — Column Move Restrictions
• Archiving a Board

Board Tasks

• Customising Task Types
• Customising Task Properties
• Creating New Board Tasks
• Creating Follow-On Tasks or Sub-Tasks
• Creating follow on actions/decisions on a board task

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• Process Board Card Date Colours

Board Permissioning

• Board Viewer
• Board Permissions
• Board Task Permissions

Project Intake Boards

• Introduction to Project Intake Boards
• How To Create and Set up a Project Pipeline Board
• Creating a Project from a Pipeline Board

Flex Work Boards

• Introduction to Flex Work
• Creating A New Flex Board
• Creating Flex Board Tasks

Bulk Editing Board Data

• How to use the Bulk Edit Function for Board Tasks

Board Reporting

• Exporting Board Tasks to Excel
• Exporting follow-on actions & decisions from a board
• Burndown Chart

FAQ

• How can I make an existing board task a sub-task of another board task?
• What visibility do others have if I link a private Board to a WorkHub or shared workspace?
• What email notifications are sent from process boards?
• How can people without a Fluid account submit a work request?
• Is there a way to change the default 'Task Types' when creating a new board?

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• Using Project Templates in the Project Intake Process
• I am trying to create a Pipeline board, but the option isn't there; where can I find it?