Create boards and tasks

Create a board

1. 01

   1Open Boards and choose New Board.

2. 02

   2Add a name and unique task-key prefix.

3. 03

   3Choose Public or Private access. Project boards start Team-only and can be changed to Hub-visible when allowed.

4. 04

   Add private-board members if needed, then create the board.

Create a task

1. 01

   4Open the target board and choose New Task.

2. 02

   Add the task details, assignee, campaign, checklist, and reviewers you need.

3. 03

   Save it in To Do, then move it through In Progress and review.

Who can see and create

Public boards are readable by active workspace members. Private boards require explicit access. Project boards follow project membership and visibility. Shapers always uses the capabilities returned by the server rather than assuming access from a role name.