Create a Board in CWM

Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.

Before you begin

Create a Space in CWM.

Role required: sn_cwm.cwm_user

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From the Spaces menu, open a Space that you want to add a Board to.

   

3. From the More options menu of the Space (), select New Board

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4. In the Board name field, enter a name for the Board.
5. Select Create.

Result

A Board is created within the Space that you selected and an empty Board is shown in the workspace. You can add unlimited Boards to a Space, based on how you choose to manage your workflows.

What to do next

• Add tasks to the Board. See Add tasks to a CWM Board.
• Rename or edit other details of the Board using the Edit icon () on the Board header.