How to Create and Manage Boards
Master TaskGuru's board system to organize your projects like a pro. Learn to create boards, set up team collaboration, and manage your digital workspaces effectively.
Understanding Boards in TaskGuru
Boards are your digital project workspaces. Think of boards as containers that help you organize your work into distinct projects, ideas, or collaborative spaces. Each board can contain multiple tasks and can be shared with team members for seamless collaboration.
Project Organization
Group related tasks under one board
Visual Identity
Custom emojis and colors for easy recognition
Team Collaboration
Invite collaborators to work together
Step-by-Step Board Creation
Navigate to Add Board
- 1Find the '+ Add Board' button on your main dashboard
- 2Click the button to open the board creation form
Choose Your Visual Identity & Add Details
- 1Select an emoji that represents your project
- 2Enter a descriptive board name
- 3Write a clear description of the board's purpose
- 4Choose a color theme for visual organization
Pro Tips:
- Choose emojis that create logical associations with your projects
- Use clear, descriptive names that indicate the board's purpose
- The emoji and board color help you quickly identify tasks
Invite Collaborators (Optional)
- 1Click 'Add people' to invite team members
- 2Enter email addresses of collaborators
- 3Set appropriate permission levels
- 4Send invitations to enable team collaboration
Note: Only you and the collaborators you invite can access your boards
Complete Board Creation
- 1Review all board settings and details
- 2Verify collaborator invitations are correct
- 3Click 'Create' to finalize your new board
- 4Access your new board immediately for task creation
Pro Tips:
- Review all settings before creating
- You can modify most settings later if needed
Video Tutorial
Complete Process Demonstration
Watch the complete board creation process in action
Visual Interface Reference
1. Navigate to Add Board
Desktop view
Mobile view
2. Choose Your Visual Identity & Add Details
Board creation modal with emoji, name, description, and color options
3. Invite Collaborators (Optional)
Collaborator invitation section in the board creation modal
Best Practices for Board Management
Naming Conventions
- Use clear, descriptive names that indicate the board's purpose
- Consider including project dates or phases in the name
- Keep names concise but informative
Visual Organization
- Choose emojis that create logical associations with your projects
- Use consistent color schemes across related boards
- Leverage visual cues to speed up board identification
Collaboration Tips
- Invite relevant team members from the start
- Set clear expectations for board usage
- Regularly review and update board descriptions as projects evolve
Key Advantages of TaskGuru Boards
Board Ownership System
- Clear ownership with full control for board creators
- Flexible collaboration with viewer/contributor roles
- Easy board leaving and deletion options
Visual Organization Power
- Custom emoji and color coding for instant recognition
- Scalable system that grows with your projects
- Seamless integration with task management workflow
Frequently Asked Questions
How many boards can I create?
There's no limit to the number of boards you can create on the pro version.
Can I change board settings after creation?
Yes, you can modify board names, descriptions, colors, and collaborators at any time.
Who can see my boards?
Only you and the collaborators you invite can access your boards.
What's the difference between owners and viewers?
Owners can delete boards and manage all settings, while viewers/contributors can work with tasks but have limited board management permissions.
How do I leave a board?
Owners can delete the board (removing it from all profiles), while viewers/contributors can leave a board at any time from the board settings.
Ready to organize projects instantly?
Join thousands of users who use TaskGuru's board system to never lose track of another important project.