Kanban Boards

How to create a board

In this article, you will find all the steps to take to create a new Gmelius board and details on the available templates to choose from.

Gmelius
Updated 2 years ago by Gmelius

How to add and use task cards

Tasks represent actionable steps or to-do’s ideas and reference items on your boards. In this article, you'll learn how to add and manage tasks.

Gmelius
Updated 2 years ago by Gmelius

How to add an email to a board

Turn an email into a card. Use the Add to Board icon located on the top navigation bar inside an email conversation and select the board and the column you want your email to be placed. Turn emails i…

Gmelius
Updated 2 years ago by Gmelius

Manage your boards

Everything you need to know to manage your boards.

Gmelius
Updated 2 years ago by Gmelius

How to create a board of your inbox

You can create a board that will be filled automatically with all the emails sent to your personal email address: Create a board, e.g. a blank board, name it as you want (e.g. My board), and decide i…

Mamdouh Abdel Meguid
Updated 1 year ago by Mamdouh Abdel Meguid

How to add attachments in boards

You can use the Notes field in a card to upload attachments in a card or also record a video or audio message via the Loom integration. To see more information about attachments and the Loom integrat…

Mamdouh Abdel Meguid
Updated 2 years ago by Mamdouh Abdel Meguid

How to use automations with Boards

Adding automation in columns. When working on a blank or GTD board , you can increase efficiency by adding some automation into your columns. Add auto-assignments to your columns. You can choose to a…

Mamdouh Abdel Meguid
Updated 1 year ago by Mamdouh Abdel Meguid

How to delete a board

The creator of the board can delete a board as follows: Head to More (Board options) located at the top right corner. Click on " Delete board". If you have an inbox board (deprecated type of board),…

Mamdouh Abdel Meguid
Updated 2 years ago by Mamdouh Abdel Meguid

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