How to Create Boards

Boards allow you to organize your Forms and assets into a visual, column-based interface, making it easier to track projects and workflows. You can create a board from your workspace or directly from existing forms.

Create a Board from the Workspace

You can create a standalone Board in both your personal and Team environments. The Board will be located in whichever Workspace is currently active.

Create a Board in My Workspace

1. First, in My Workspace, click the Create button in the upper left corner of the screen.

2. Next, select Board.

3. Then, choose your starting point:
   • Start from scratch: Build a Board from a blank canvas.
   • Select Form: Create a Board by automatically pulling in an existing Form as your first item.
   • Use template: Choose from a variety of pre-designed Board layouts.

The new Board will be added to your personal Workspace.

Create a Board from Existing Forms

If you already have a Form created, you can quickly turn it into a Board using Toolbar shortcuts or the asset menu.

From the Toolbar

1. In the Workspace, select a Form (or multiple Forms) by clicking on the checkboxes next to them.
2. Next, in the toolbar at the top of the screen, click on Boards.
3. Then, select Add New Board.

From the More Menu

1. First, hover over a specific form in your Workspace.
2. Next, click the More dropdown.
3. Then, under the Data, select Create Board.

Create a Board from the Form Builder

You can access the Board Builder without leaving the design environment of a specific Form.

1. First, in the Form Builder, click on the List Picker on the top left.
2. Next, select Boards from the menu.

This opens the Board Builder directly, where you can incorporate the current Form into a new Board structure.