Boards

Accessing the Boards Tab To access the boards tab 

1. Log in to your workspace.
2. Select a channel from the left sidebar (for example, general).
3. In the top navigation bar, click on the Boards tab.

The boards view will open, displaying all available boards for the selected channel. Note - By default, a new board comes with four pre-created lists:

• Planning
• Developing
• Reviewing
• Completed

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Board Views

The board supports multiple views to help users visualize and manage work in different ways.

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Switching Board Views

To switch between board views:

1. Open the Boards tab in a channel.
2. Locate the view selector at the top-right of the board.
3. Select one of the available views:
   • Kanban – Displays tasks as cards organized into lists.
   • Table – Displays tasks in a structured, table format.
   • Gantt – Displays tasks on a timeline for project planning.

The selected view will be applied instantly.

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Creating a new List

To create a new list 

1. Open the board tab in a channel 
2. Click on the add list button on the top right of the board 
3. A dialog box will appear prompting  to enter the title  of the list 
4. Enter the title 
5.  Click on the add button 

The new list will be added to the board immediately.

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Renaming  List

To rename a list:

1. Open the Boards tab in a channel.
2. Locate the list you want to rename.
3. Click on the three-dot (⋯) menu on the top-right corner of the list.
4. Select the **Edit List ** option.
5. A dialog box will appear prompting to enter the new Name of the list 
6. Enter the new name for the list.
7. Click on the save button 

The list name will be updated immediately.

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Deleting a List:

To delete a list:

1. Open the Boards tab in a channel.
2. Locate the list you want to delete.
3. Click on the three-dot (⋯) menu on the top-right corner of the list.
4. Select the **Delete List ** option.
5. A dialog box will appear to confirm it.
6. Click on delete 

The list will be deleted immediately.

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Adding a Card

Cards represent individual tasks or work items within a list. To add a new card To add a card:

1. Open the Boards tab in a channel.
2. Locate the list where you want to add a card.
3. Click on the + Add Card button at the bottom of the list.
4. Enter a title and fill in the details for the card.
5. Click on add card 

A new card will be added immediately

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Editing a Card

You can edit a card to update its details, assignment, priority, or due date. To edit a card:

1. Open the Boards tab in a channel.
2. Locate the card you want to edit.
3. Click on the edit (pencil) icon on the card
4. Update the required details, such as:
   • Card title
   • Description
   • Labels
   • Assigned members
   • Priority
   • Due date
5. Save the changes.

The updated details will be reflected on the card immediately.

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Deleting a Card

You can delete a card to permanently remove it from the board. To delete a card:

1. Open the Boards tab in a channel.
2. Locate the card you want to delete.
3. Click on the delete (garbage can) icon, located to the right of the edit (pencil) icon on the card.

The card will be deleted immediately. Note:No confirmation dialog is shown before deleting a card.

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Reordering Lists

You can rearrange lists on a board to match your preferred workflow. To reorder lists:

1. Open the Boards tab in a channel.
2. Locate the list you want to move.
3. Hover over the six-dot (⋮⋮) icon next to the list name.
4. When the cursor changes, click and hold the icon.
5. Drag the list to the desired position on the board.
6. Release the mouse button to place the list.

The list order will be updated immediately.

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Table View

Table View displays board data in a structured, row-and-column format, making it easier to view, search, and manage multiple cards at once. To switch to Table View:

1. Open the Boards tab in a channel.
2. Locate the view selector at the top-right of the board.
3. Click on Table.

The board will switch to Table View instantly.

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Switching to Gantt View

To switch to Gantt View:

1. Open the Boards tab in a channel.
2. Locate the view selector at the top-right of the board.
3. Click on Gantt.

The board will switch to Gantt View instantly.

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Using Filters

Filters help you narrow down cards on a board based on specific criteria, making it easier to focus on relevant tasks.

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Applying Filters

To apply filters on a board:

1. Open the Boards tab in a channel.
2. Click on the Filter (funnel) icon located at the top-right of the board.
3. Select the filter criteria as required (for example, by priority, assignee, or labels).
4. The board will update automatically to show only matching cards.

Filtered results are applied instantly.

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Adjusting the Timeline in Gantt View

Gantt View allows you to adjust the visible timeline to focus on specific date ranges and time spans.

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Changing the Date Range

To navigate through the timeline:

1. Open the Boards tab and switch to Gantt View (if not already selected).
2. Use the left and right arrow buttons near the date range to move backward or forward in time.
3. The displayed timeline will update to reflect the selected date range.

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Zooming the Timeline

To adjust the timeline scale:

1. Locate the zoom control on the Gantt toolbar.
2. Select a duration (for example, 21 days) or use the zoom buttons to zoom in or out.
3. The timeline will resize to show more or fewer days at a time.

This helps in viewing tasks at different levels of detail.