Once you’ve installed Mainflow, you’ll be guided through an onboarding process to help you set up your first board. Let’s walk through it step-by-step.
Creating Your First Board #
Start by creating your first board. Enter a Name and Description for the board. After that, click Next Step to move on.
Customizing Stages #
Mainflow comes with three default stages: Open, In Progress, and Completed. If you need additional stages, simply click the Add Stage button.
If you want to remove any default stages, click the Delete icon next to them. Once you’ve customized your stages, click Next Step.
Adding Tasks #
Now, you can start adding tasks to your board. Give each task a title and then click Create Board & Add Task.
If you prefer to skip this step for now, click Skip.
Once the onboarding is complete, you’ll have full access to your boards. Here, you can further organize tasks, assign them to relevant team members, and integrate contacts from Mainflow CRM.
This smooth and easy onboarding process ensures that you’re ready to start organizing and managing tasks efficiently with Mainflow.
