Create a New Board

Preparations

1. Decide what record type you will base your new board on

2. Decide which columns you want to have on the board (see point 6 below)

3. Create a Saved Search (it is the search that decides which records you will see on the card)

   1. The search should be based on the same record type as the board is based on

   2. The search should include all fields you would like to show on the board card

   3. Sort the fields in the order you would like to show them on the card (you can always update the search later, but it's easier to do it directly)

   4. It is ok to use formula fields in the search, just make sure you give it a custom label

   5. Make sure that all fields in the search has unique labels, you can always use custom labels

   6. Status - Which column on the board the card ends up in depends on the value in one of the search fields.
      For instance, if you create a lead board and you want 2 columns "Unqualified" and "Qualified" then you need a field in the search that includes those values. In this case use the status field on the customer record in the search.

When you have done this preparation you can start creating your board.

Step 1 - Create your new Board