Getting Started with Boards in Mainflow #
Setting up and managing boards in Mainflow is simple and intuitive. This guide will walk you through the essential components, including boards, stages, task cards, and board menu settings.Getting Started with Boards in Mainflow
Setting up and managing boards in Mainflow is simple and intuitive. This guide will walk you through the essential components, including boards, stages, task cards, and board menu settings.
Introduction to Mainflow Boards #
Mainflow Boards is a project management tool designed for seamless collaboration among team members. It allows you to manage workflows efficiently without relying on third-party platforms.
You can display your boards within the backend dashboard or on a front-end portal, ensuring flexibility in project tracking and execution.
Understanding Boards #
A Board acts as a central hub for managing projects and tracking workflow. Whether you’re starting a new initiative, organizing tasks, or monitoring progress, the board gives a clear overview of your team’s activities.
Mainflow offers two board views:
✅ Kanban View – Drag-and-drop tasks for a visual workflow.
✅ List View – A structured layout for detailed task tracking.
Exploring Stages #
Stages represent the different phases of a project, where tasks are organized. These are displayed within the board and help keep workflows structured.
💡 Features of Stages:
🔹 Organize tasks within different project phases.
🔹 Add unlimited tasks to each stage.
🔹 Easily rearrange stages and move tasks as needed.
Understanding Task Cards #
Task Cards are the core elements of a board, displaying key task details in an easy-to-read format.
📝 Each Task Card Includes:
📌 Task description & sub-tasks.
📌 Assigned team members.
📌 Due dates & attachments.
📌 Progress tracking.
Task cards offer a detailed view of individual tasks while maintaining a clear connection to the overall project.
Navigating the Board Menu #
The Board Menu is your control center for board management. From here, you can:
🎨 Customize the board background.
👥 Manage team members.
🔔 Configure notification settings.
📂 Link boards to CRM contacts.
📑 Duplicate or delete boards when needed.
This menu ensures you have full control over board settings, allowing for tailored project management.
