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Create a board

Gmelius Updated by Gmelius

Helpful to know

Where are my boards located?
Ensure to have the Gmelius extension installed and active first. How to install Gmelius

You can locate your boards on your left Gmail pane, right below your Gmail native Drafts folder.

boards on the left pane

Gmelius Tip: Favorite a board by clicking the star symbol located on the top right corner of the board icon, adding it to your left sidebar for easy access. E.g., In the image above, the favored New Product Launch board is nested under the Board icon for easy access.

Instructions

  1. Click on the "New Board" button.
  2. Choose the type of Board
  3. Name your Board

From here, you’ll see a screen that gives you options for starting your own blank board and features recommended and saved templates based on function and team type.

If you’d like to create your own board from scratch, simply click the “Blank Board” option. More on your board layout types below 👇

  1. Add any collaborators
  2. Click on Done
Your teammates will receive an email to approve the board and you'll be ready to collaborate with them in it.

Types of Boards

When creating your new board, you'll realize you have 4 different template options to choose from.

1) The blank board

This board is exactly what it sounds like, completely blank. It's good for anyone that wants to build a board specifically to their liking or if it's your first time using the boards' feature, it's a good testing ground.

Here's how a blank board looks like:

2) The inbox board

With Gmelius you can transform your inbox into a board, organize and manage your email communication as you would do with any project. When created it will have an "inbox" column where all incoming conversations are routed and then can be processed in stages of completion, i.e., "in progress", "pending" and "closed". Just like the blank board this too can be customized to your preference.

Here is an example of an inbox board:

inbox_board
3) The get-things-done (GTD) board

This is another pre-made board. Rather than it being split into the separate board users, it splits the columns into stages of completion, i.e., inbox, "to-do", "in progress" and so on. Just like the previous board types all of the columns are of course customisable and can be automated. See image below for an example of this board:

 

4) Trello Board

You already have a tailored board on Trello, but you'd like to work on it from Gmail? No, need to create a new Gmelius board, just import your Trello board following the steps here.

5) Saved templates

If you already have a board that you've put a lot of time and effort into customizing and you'd like to duplicate it, this is the option for you.

You'll first need a template though, so head over to the board you want to duplicate and save the board as a template. Now you can create an all-new board with the same customization as the previous one.

See image below on how to save a board as a template:

5)

How did we do?

Add and manage task cards

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