Create your first board

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Feature Note Box
This feature is available to:
System users & System admins
Click here to read about our roles and permission.

In Operations Center you can create new boards to represent different workflows and invite relevant members for collaboration. To simplify this process, Operations Center offers pre-made templates designed for various purposes. All templates are fully customizable, allowing you to add or remove columns, lanes, categories, tags, custom fields, and more to create the ideal environment for your team’s work.

 

Choose a board template

Click on the + Create board button located at the top. This will open a two-step wizard where the first step is to choose a template for your board.

Tip Box
Use the search or filter options for more refined results

 

Configure board's properties

Add a title and select a logo for your board. Any additional information can be added inside the description box. select the right timezone for your team and click Open board.

Note Box
Make sure to select the correct timezone. By setting the board's timezone, card audit logs and reports will be aligned with that time zone for consistency.

 

 

Columns and lanes

When you open a board, whether it’s newly created or an existing one, you can see the structure of the workflow it was created for through its Columns and Lanes

Columns represent stages in the workflow (e.g., "To Do," "In Progress," "Done"). and Lanes are used to categorize tasks, such as by team, priority, or other categories.

Board admins can customize the structure by adding or removing stages, renaming columns, and making other adjustments using the Board Layout feature in the settings page.

 

 

 

Contact Support

If you have questions or need assistance, please reach out to our support team via OC-Support@genetec.com.

 

 

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