How to create Workspaces and Boards in Profit.co?

Category: Tasks

Profit.co allows you to create Workspaces and Boards in the Task module.

Why this feature?

Profit.co allows users to create a workspace with boards to logically group them under a particular Objective or key result. Tasks can be created and moved to a particular board. Users can also have visibility control over these boards. This feature helps to keep the tasks organized.

Step 1:

Navigate to Tasks from the left navigation panel and click on the Create-workspaceicon to create a new Workspace.

Task-Navigation

Step 2:

For instance, let’s create a new workspace named Technical Support.

Technical-Support-Workspace

By default, Visibility will be in the Public state. You can also set the visibility to the Access list and add the members to that list.

visibility

Note: The workspace and the board created will be visible to only those members added to the Access list.

default-board

Note: While creating Workspace a default board will be created with the name “Workspace name - Default Board”. Users can go and edit the name of the board anytime.

Step 3:

To edit the created default board, click on the ellipses icon and choose the Edit Board option.

edit-board

Step 4:

In the Edit Board page, For instance, let’s rename the default board name Technical Support- Default Board as Network Maintenance and click on Update.

network_maintenance

Note: You can also create any number of boards in a single Workspace.

The edited board will get reflected on the left navigation panel under the Workspace.

Edited-Board

Finally, you can create tasks under the newly created Board Network Maintenance.

workspace_with_board

Related Answer post:

To learn more about how to view the status of the task assigned to others, click here

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