How to create Workspaces and Boards in Profit.co?

Profit.co allows you to create Workspaces and Boards in the Task module.

Why this feature?

• Profit.co allows users to create a workspace with boards to logically group them under a particular Objective or key result.
• Tasks can be created and moved to a particular board. Users can also have visibility control over these boards. This feature helps to keep the tasks organized.

Step 1

Navigate to Task → Workspaces from the left navigation panel, Click on the + Create Workspace button to create a new Workspace.

By default, Visibility will be in the Public state. You can also set the visibility to the Access list and add the members to that list.

Step 2

Once you create the Workspace, a board will be created by default. Click on the Default Board to enable stages and checklists if needed.

On the Edit Board page, you can enable the stages and create a checklist if needed.

Note: You can also create any number of boards in a single Workspace.

Related Answer Post

To learn the process of creating new tasks, click here.