Boards

Boards give you a structured and flexible workspace where you can create workflows, lists, and projects exactly the way you need. They help you plan, organize, and track work clearly — whether for daily tasks or larger projects.

Creating a Board

1. Click "Boards" in the left menu.
2. Click "New Board" in the top right corner.
3. Give your Board a name.

You can also start from a ready-made template — click the "Board template" tab to browse and use one.

Custom fields

A Board consists of custom fields used to structure information, and can be used for things like daily planning, event preparation, client work, or ongoing projects.

You can create as many collections as you want within the same Board, and each one can have its own set of custom fields. Common field types include:

• Checkbox
• Date
• Labels
• Number
• People
• Text
• Attachment
• Link
• Dependency
• Rating
• Formula
• Email
• Phone
• Votes
• Flag

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Board structure

A Board is structured like this:

• Board — the foundation, with custom fields
  • Folders — created inside a Board for extra organization
    • Items — individual tasks or entries with their own custom fields

• Board

Folders help you group related items within a Board — for example, splitting an event Board into Schedule, Speakers, Sponsors, and Budget.

Adding folders and items

1. Open a Board.
2. Click "Add folder" to create a new folder, or click "New item" to add an item directly.
3. Fill in the custom fields for your new item.

Switching between views

At the top of a collection, you can switch between different views of the same data:

• Table — a clear list with rows and columns
• Columns— a visual workflow with cards moved between columns
• Calendar — shows when things happen, sorted by date and time
• Planning— shows how long and in what order tasks run, with tasks displayed as bars on a timeline
• Form— use to create digital surveys, quizzes, registrations, polls, and real-time data collection.  

Click "+" next to your views to add a new one, and rename it to fit your workflow.

Group, filter, and sort

To quickly find and analyze content, use the Filter button to group, filter, and sort by status, assignee, date, or any other custom field. This makes it easy to adapt the Board for different roles, workflows, or decisions.

Using Board templates

Once you've created a Board you're happy with, save it as a template for easy reuse:

1. Open the Board.
2. Click on the sidepanel.
3. Choose to save it as a template.
4. Go back to your boards and open Board templates. From there, you can share your template and get a code to send to the recipient. The recipient then uses the code to import the same template into their own Space.

To use someone else's template, go to the "Board template" tab and click "Import template," then enter the code.

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Import our templates

These are templates—feel free to adapt it to your needs! You can hide or show fields using the filter, as well as add new ones.

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Template for Construction Exhibition. Import with code:  RKR-Y75W-QFZU

Template for Newsletterplanning. Import with code: RKR-QZS4-VHCT

Template for Eventplanning. Import with code: RKR-4Z2Q-R2N4

Template for Sales. Import with code: RKR-EMJG-9ZFK

How to use Columns

Add the Columns view to display your data in a structured overview. Under Filter, select how you want to present the information—for example, group by status and filter according to your needs.You can also choose to display relevant fields and hide others. Once you have set up the different columns, you can easily drag and drop items between them, just like a classic Kanban board.

How to use Forms

By adding a Forms view, you can create digital surveys, quizzes, registration forms, polls, and collect data in real time. Forms can easily be shared via a direct link or embedded into your website with a code snippet.You can customize and group the form fields according to your needs. As responses are submitted, all data is automatically populated into your table, ready for further processing and analysis.

→ Discuss your Board in a Channel
→ Generate lists with Wingman
→ Store your documents and images in Drive