How to Create Boards in Journyz: Streamline Your Workflow
Welcome to the Journyz Admin Tutorial Series! In this installment, we'll walk you through the process of creating boards within Journyz, your ultimate platform for team management and collaboration.
🔹 Step 1: Access your Playbooks - Learn how to navigate to the Playbooks section from the Journyz homepage.
🔹 Step 2: Select the Playbook - Discover how to choose the playbook where you want to add your boards.
🔹 Step 3: Access Playbook Settings - Explore the playbook settings to set the stage for board creation.
🔹 Step 4: Access the Board Menu - Find out where to access the board menu within your playbook.
🔹 Step 5: Name Your Board and Select Type - Customize your board's name and choose the right type based on your playbook actions.
🔹 Step 6: Set the Board Period - Configure the period for your board, whether it's days, weeks, months, or more.
🔹 Step 7: Display Options - Fine-tune your board by selecting the actions and fields you want to include.
🔹 Step 8: Optional Filtering - Explore the option to apply filters to your board for more tailored content.
🔹 Step 9: Save Your Board - Complete the process by saving your board configuration.
Creating boards in Journyz is a game-changer for organizing tasks, enhancing collaboration, and boosting productivity. Watch the tutorial and become a board creation pro in no time!
If you have any questions or need further assistance, feel free to reach out to our dedicated support team. We're here to help you make the most of Journyz.
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