Contents

Creating boards

What is it?

A board is a place where you can manage and direct a specific project or team. It is built from sections and tasks that allow you to create custom workflows for your specific needs within a classic Kanban-style view. The boards were designed for quick and easy assimilation into your team’s workflow and can be easily created from any of our built-in templates to jumpstart your work. They can also be created entirely from scratch using a blank board and saved as a custom template.

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Who has access?

How does it work?

  • Boards can be created by workspace admins and members
  • Boards can be created from a template or from blank (allowing for a custom display)
  • Boards are created with separate permission-levels (outside the workspace permissions)
  • The creator of the board will be set as its admin and can assign different permission-levels as needed
  • Within each board, users can create custom sections to better divide their workload
  • All non-private boards will be part of the workspace directory (available for viewing by all workspace members)
  • Boards can be set to private for a single or multiple users
  • Boards can be public – shareable with external users (who might not own an Any.do account).
  • Boards can be saved as custom templates for reusable content

How to create a new board (blank or template)

✔️ Web

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Select “Create a board”.
  3. Name your Board.
  4. Choose a template or press “Create a blank board” on the top right.

If you want to save the board as a custom template or browse saved and premade templates, see the “Board Templates” page.

✔️ iOS/ Android

  1. From the home menu press the gray + under to the workspace name.
  2. Select “Create a board”.
  3. Name your Board.
  4. Add members or press “Next”.
  5. Name your first section.

How to convert a personal list to a board

✔️ Web/ Windows/ Mac

  1. open the 3 dots menu
  2. Click on “Convert to Board”.
  3. Select workspace title.

How to create/ convert a private board

✔️ Web

  1. From the left side under the workspace press + “Add new board” or the gray + next to the workspace name.
  2. Select “Create a board”.
  3. Name your Board.
  4. Toggle “Make private” from the bottom left 
  5. Choose a template or press “Create a blank board” on the top right.

If the board was created as a public board:

  1. open the 3 dots menu
  2. Click on “Make Private”.

Once it is private you can make it public the same way by clicking “Make Public”.

Note: If the option “Make Private” is not clickable it means you are not the admin of that board and can’t make it private.

✔️ iOS/ Android

  1. From the home menu press the gray + under to the workspace name.
  2. Select “Create a board”.
  3. Name your Board.
  4. Toggle “Make private” from the bottom right.
  5. Press “Next”.
  6. Name your first section.

If the board was created as a public board:

  1. Tap on the 3 dots menu
  2. Select “Convert to private”.

Once it is private you can make it public the same way by clicking “Make Public”.

Note: If the option “Convert to private” is not clickable it means you are not the admin of that board and can’t make it private.

How to create board sections and tasks

✔️ Web/ iOS/ Android

For more information on board sections please see board sections page. 

For more information on board tasks please see board tasks page. 

How to rename a board

✔️ Web/ iOS/ Android

  1. Open the board
  2. Tap on the board name
  3. Edit the name

To change the layout of the tasks (desktop)

✔️ Web/ Windows/ Mac

  1. Open the 3 dots menu.
  2. Select “Compact” to see more tasks per column.

How to share your board and set permissons

✔️ Web/ Windows/ Mac/ iOS/ Android

For instructions on how to add board members see the adding members to boards page.

For board permission instructions, see here.

If you want to open your board for public (external) viewing see the instructions here.

To archive/ delete the board

✔️ Web/ Windows/ Mac/ iOS/ Android 

For instructions on how to archive/ delete see the archive and restore board items page.

 

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