Managing Boards

Boards are the foundation of your task management system in PawPlacer. Each board can represent a different area of work, project, or workflow in your organization.

Creating a New Board

From the main navigation menu, click on Boards
Click the Create a Board button in the upper right corner
Enter a name for your board (e.g., "Dog Walks," "Adoption Process," "Facility Maintenance")
Select a background image from the available options (this helps visually distinguish different boards)
Click Create Board

Your new board will be created with a default "To Do" column. You can now start adding more columns and tasks.

Note: The number of boards you can create depends on your subscription plan. If you've reached your limit, you'll need to upgrade your plan or delete an existing board.

Editing a Board

To modify an existing board's details:

From the Boards page, locate the board you want to edit
Click the three dots (⋮) in the corner of the board card
In the dialog that appears, you can:

Change the board name
Select a different background image

Click Update Taskboard to save your changes

Deleting a Board

Caution: Deleting a board will permanently remove all columns and tasks within it. This action cannot be undone.

To delete a board:

From the Boards page, locate the board you want to delete
Click the three dots (⋮) in the corner of the board card
Click the trash icon at the bottom left of the dialog
Confirm deletion when prompted

Board Organization Tips

Here are some strategies for organizing your boards effectively:

Create purpose-specific boards rather than putting everything in one board (e.g., separate boards for "Medical Care," "Behavioral Training," and "Adoption Events")
Use consistent naming conventions for your boards to make them easy to identify
Choose distinctive background images to quickly distinguish between boards visually
Archive completed projects rather than deleting them if you might need to reference them later

Best Practices

Start small with just one or two boards until you become familiar with the system
Review and clean up your boards periodically to ensure they remain organized
Get team input on how boards should be structured if multiple people will be using them
Create a test board to practice with if you're new to kanban-style task management

In the next section, you'll learn how to create and manage columns within your boards to establish your workflow process.

Creating a New Board

From the main navigation menu, click on Boards

Click the Create a Board button in the upper right corner

Enter a name for your board (e.g., "Dog Walks," "Adoption Process," "Facility Maintenance")

Select a background image from the available options (this helps visually distinguish different boards)

Click Create Board

Your new board will be created with a default "To Do" column. You can now start adding more columns and tasks.

Note: The number of boards you can create depends on your subscription plan. If you've reached your limit, you'll need to upgrade your plan or delete an existing board.

Deleting a Board

Caution: Deleting a board will permanently remove all columns and tasks within it. This action cannot be undone.

To delete a board:

From the Boards page, locate the board you want to delete

Click the three dots (⋮) in the corner of the board card

Click the trash icon at the bottom left of the dialog

Confirm deletion when prompted

Board Organization Tips

Here are some strategies for organizing your boards effectively:

Create purpose-specific boards rather than putting everything in one board (e.g., separate boards for "Medical Care," "Behavioral Training," and "Adoption Events")

Use consistent naming conventions for your boards to make them easy to identify

Choose distinctive background images to quickly distinguish between boards visually

Archive completed projects rather than deleting them if you might need to reference them later

Best Practices

Start small with just one or two boards until you become familiar with the system

Review and clean up your boards periodically to ensure they remain organized

Get team input on how boards should be structured if multiple people will be using them

Create a test board to practice with if you're new to kanban-style task management

In the next section, you'll learn how to create and manage columns within your boards to establish your workflow process.