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Creating a New Board
Creating a new board in FluentBoards is quick and straightforward. You can set up your board with a title, description, stages, labels, members, and background, or start with a ready-made template. This guide walks you through the steps to create and set up a new board for managing your projects.
Creating New Board
Go to your FluentBoards Boards section and click on the + Add Board button in the top right corner.
A Create Board pop-up will appear. Enter a title in the Board title field, then add an optional description below it.
Use the row of options underneath to set up your board. Click Regular Board if you'd like to choose a different Board type, such as a Roadmap Board, instead. You can also set the number of Stages, add Labels, invite Members, or pick a Background. If you'd rather start with a ready-made structure, click Start From Template.
Once you're done, click the Create Board button.
And just like that, your board is ready to go! You can now begin adding stages and tasks to your newly created board.
Creating a Board from a Template
Templates let you skip the setup and start with a board that already has stages, labels, and tasks. This feature needs FluentBoards Pro.
Click the Start From Template option at the bottom left of the Create Board pop-up. A Board Templates window will slide in from the right with two tabs.
You can also click Templates in the left sidebar of the Boards page. It opens the same two tabs on a full page.
- My Templates: Here you will find the templates you made yourself. If it's empty, open a board, go to Board Menu, and select Make Template.
- Built-in Templates: Here you will find ready-made templates from FluentBoards, grouped by category, such as Marketing, HR, and Support.
Type a name in the Search Templates field to find a template quickly. Each template card shows its category, title, and a short description. Down at the bottom, you will see how many Stages, Labels, and Tasks it includes.
NOTE
If the Built-in Templates tab doesn't load, click the Retry button. FluentBoards fetches these templates online, so it needs a working internet connection.
Preview a Template
Click the Preview button on any template card. A Template window will open. Here you will see the template's category, description, and totals for stages, tasks, and labels. Below that, each stage appears as a column with its sample tasks, so you know exactly what you'll get.
From the bottom of the preview window, you can:
- Click Close to go back to the list.
- Click Save to My Templates to keep your own copy of a built-in template. You can find it later in the My Templates tab.
- Click Use Template to start building your board.
Use a Template
Click the Use Template button, either on the template card or in the preview window. A Create Board from Template window will appear so you can adjust the board before it's created.
- Check the Board Title field. It starts with the template's name, so simply type over it to use your own. The title can be up to 100 characters.
- Under Stages that will be created, review the list. Click the x next to a stage to remove it. To add your own, click + Add Stage and enter a Stage Name. Your board needs at least one stage.
- Under Labels that will be created, review the colored labels. Click + Add Label if you'd like to include another one.
- Once you're done, click the Create Board button. Click Cancel if you change your mind.
FluentBoards builds your board and adds the template's tasks. This may take a moment, so keep the window open until it finishes.
Manage Your Own Templates
Go to Templates in the left sidebar and open the My Templates tab. Click the three-dot icon at the top right of any of your template cards to see these options:
- Edit template: Opens the template board so you can change its stages and tasks.
- Template settings: Lets you update the description and category.
- Convert to board: Turns the template back into a regular board in your boards list.
- Delete template: Permanently removes the template board and all of its tasks.