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Boards and columns

You can have more than one board — for example, one for Infant/Toddler leads and one for Summer Camp leads. Multiple boards require a Pro plan.

  • Switch between boards using the chevron ( < > ) buttons in the page header.
  • Open the Board Manager dialog to rename or delete boards. (You cannot delete the last board.)
  • Create a board from a template to start with a predefined column structure.
  • Click + Add Column to add a new stage.
  • Click a column’s name to rename it.
  • Drag a column header sideways to reorder.
  • Delete a column from its menu. (Deleting a column deletes every card in it.)