Create a Board

This guide walks you through creating your first board in Trello, covering the essential steps from initiation to configuration. You'll learn how to set up a board with the appropriate title, workspace assignment, and visibility permissions to match your project needs.

When to Create a New Board

Boards serve as the foundation for organizing work in Trello. Create a new board when starting a project, organizing a team workflow, tracking personal tasks, or setting up any structured process that benefits from visual task management.

Understanding Board Configuration

Before creating your board, it's important to understand the key configuration options:

• Board Title: A descriptive name that clearly identifies the board's purpose
• Workspace Assignment: Determines which workspace will contain and manage the board
• Visibility Settings: Controls who can view and edit the board within your workspace

Creating Your Board

1

From your workspace dashboard, locate and click the Create your first board button. This launches the board creation dialog where you'll configure your new board's settings.

2

In the Board title* field, enter a descriptive name for your board. Choose a name that clearly identifies the project or purpose, such as "Project Planning", "Marketing Campaign", or "Team Tasks".

Use descriptive, specific board names that will be easy to identify later when you have multiple boards in your workspace.

3

Click on the Workspace dropdown to choose which workspace will contain your board. This determines which team members will have access and what workspace-level settings will apply.

4

Review the visibility settings displayed in the permissions section. The default setting shows "Board members and Workspace admins can see and edit this board". This means the board will be visible to workspace members with appropriate permissions.

Board visibility can be changed after creation. Consider your team's collaboration needs when selecting initial visibility settings.

5

Once you've configured the board title, workspace, and reviewed the visibility settings, click the Create button to finalize your board creation. Trello will create the board and navigate you to its interface.

6

Your board has been created successfully and is now ready for use. You can begin adding lists, cards, and inviting team members to start organizing your work.

Understanding Workspace Permissions

When creating a board, workspace permissions determine access levels and capabilities. According to Trello’s permission system, workspace admins can control board creation restrictions and visibility settings that affect all boards within the workspace.

• Workspace Visible: Board is visible to all workspace members
• Private: Only invited members can see and access the board
• Public: Board is searchable and visible to anyone on the internet

Best Practices for Board Creation

• Use clear, descriptive board names that indicate the board's purpose and scope
• Choose the appropriate workspace based on team structure and access requirements
• Consider visibility settings carefully based on the sensitivity of your project content
• Plan your board structure by considering what lists and workflows you'll need before creation

Next Steps

After creating your board, you can begin organizing your workflow by adding lists that represent different stages of your process, creating cards for specific tasks, and inviting team members to collaborate on your project.