Create a Board in CWM

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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. Open a Space that you want to add a Board to.
    3. From the Space header, select Create > New Board
    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 (Edit icon.) on the Board header.