Tasks: Create a Shared Board

Users with the following access: Users with TASK_DASHBOARD:ADMIN access.

1. Open Tasks

2. Click Create New Board.

3. Enter a name for the board.

4. Set who can access it:

Anyone in the company — the board is visible to everyone.

Specific people — choose individual employees, departments, positions, locations, or teams to grant access to.

5. Save the board. It now appears in your board list, and in the board list of everyone you gave access to.

Once a board exists, you can:

Customize its columns

Add custom fields for tasks on this board

Manage who has access later

You can find all of these from the gear/Settings icon on the

board once it's open — this icon only appears on shared boards,

since a personal board (My Dashboard) has no members to manage.