Setting Up Your Board Structure

To set up your new board structure:

1. Create a new board
2. Create 5 columns: Months 1-4 and Holding.
3. Create 4 work types: Speaking, Event, Project, and TBD. Select a unique color for each. Due to its purpose, we highly recommend gray for TBD.
4. Skip the remaining setup screens and click [Finish]

To edit any of the elements created during setup:

• Click [Settings] > [Card Types] to edit Work Types or colors
• Click [Settings] > [Board Editor] to edit Column headings
• To return to your Planning Board screen click [Board] from the top menu