Creating a board

Boards are kanban-style workspaces where cards move across columns as work progresses. Use them for sales pipelines, sprint planning, onboarding checklists, federal proposal tracking — anything a Trello board would cover.

To create a board:
1. Open Boards from the More ▾ menu (or the search modal — type "boards")
2. Click + New Board in the top-right
3. Enter a name and click Create

New boards start with three default lists — "To Do", "In Progress", and "Done" — which you can rename, archive, or replace.

Visibility defaults to Org-wide so anyone in your org can view and edit. Open Settings on the board to switch to Private (members only), Team, or Shared with partners (selected partner orgs get access too).

You can also ask Wally: "Create a board called Sales Pipeline" — Wally will draft a preview card you confirm before the board is created.