Create Your First Board

After activation, you can have a working board in about two minutes. Start from a workflow template, or build the stages yourself.

Who can do this: only Administrators can create boards. Everyone else gets access to boards through a team or a task assignment. See Board Managers & Access.

Step by step

  1. Open Kanbanz → Add New Board. You see a card for Create New and one for each template.
    The Add New Board screen showing Create New and five workflow templates
    Kanbanz → Add New Board.
  2. Choose a starting point.
    • Use Template opens a short dialog with the template's stages. Name the board, choose who can see it, and click Create Board.
    • Create New opens the full form, described below.
    The Software Development template dialog with board name, stages and visibility
    Using a template. The stages are fixed in the dialog; you can edit them on the board afterwards.
  3. Fill in the form (Create New).
    The Create New board form with name, description, stages and visibility
    Create New: name, description, stages and visibility.
    • Board Name is required.
    • Description is optional. It is shown in Board Settings.
    • Default Stages start as To Do, In Progress, Under Review and Completed. Click the × on a stage to remove it. Type in Add stage… and press Enter to add another. You need at least one stage.
    • Who can see this board? Choose Everyone (all Kanbanz users) or Only team members and pick the people.
    • Link to Department appears only when Deskuss is active. See Deskuss Integration.
  4. Click Create Board. The new board opens with your stages as columns.
    A new board with three empty columns and an Add Stage tile
    A new board from the Blank template: To Do, In Progress and Done.
  5. Add your first task. Click + in a column header or Add task at the bottom of a column, type a title and press Enter. You can also use the New Task button (Administrators and Managers) or press N.
    Typing a task title in the To Do column
    Type a title and press Enter.
  6. Open the card to add a description, priority, due date, assignees, subtasks and attachments. See Tasks & Subtasks.
  7. Invite your team. Create users with the Kanban Staff or Kanban Manager role under Users. If the board is private, add them in Board Settings → Team & access, or assign them a task and they join automatically.

A typical setup

Keep the stages short and make the last stage the point where work is truly finished. Kanbanz treats the last column as the “completed” column for overdue checks, completion rules and Pro reports.

TeamStagesSuggested limits
SoftwareBacklog → To Do → In Progress → Code Review → DoneWIP 3–4 on In Progress, 2 on Code Review
SupportNew → Open → In Progress → On Hold → ResolvedWIP on In Progress per agent group
MarketingIdeas → Planning → In Progress → Review → PublishedWIP 2 on Review so approvals don't pile up
OnboardingApplied → Interview → Offer → Onboarding → ActiveNone

Before you invite everyone