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 Tasks from the left navigation panel and click on the icon to create a new Workspace.

Step 2:

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

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.

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

Step 3:

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.

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.

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

Related Answer post:

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

Related Blog Posts:

To know more about How a Kanban Board Can Help with Task Management, click here