How to create Workspaces and Boards in Profit.co?

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 Task → Workspaces from the left navigation panel, Click on the + Create Workspace button to create a new Workspace.

Enter the Workspace Name, description, and set the Owner. 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.

Once done, click Create.

Step 2

Workspace allows you to create and manage notes to capture key insights, meeting takeaways, and action items.

You can create a note in your Workspace by clicking the + Create Note button.

Note: The Notes module must be enabled in settings to access its features.

Step 3

Once you create the Workspace, a board will be created by default. Click on the Default Board to enable stages and checklists if needed.

On the Edit Board page, you can enable the stages and create a checklist if needed.

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

Related Answer Post

To learn the process of creating new tasks, click here.