Add or Edit a Board
Multiple boards can be used to track contacts through a process. Follow these steps to add a new board, or edit the board set up.
1. Navigate to Boards by clicking Contacts, then Boards.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/654934a438fda741c74d56b2/file-YO5gMC6Qjl.png)
2. To Create a new Board, click Add Board.
If you are editing an existing board, select the board from the dropdown on the left.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/6549351f77469859d4f1bf2e/file-BcMVKbj7m7.png)
3. Name the Board.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/6549358677469859d4f1bf2f/file-MNMkSL8QtV.png)
4. Click Board Settings to edit the team options for the Board.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/654935ff9c4ad7036dd6f6a2/file-nAXwjUuldO.png)
5. Select Viewable by Other Team Members and/or Editable by Other Team Members. Click Save.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/6549365177469859d4f1bf31/file-UBbJRQEf85.png)
6. Click the 3 dot menu on the top right of the column to select Column Settings.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/654936b1398d235676f6078b/file-k59KSDTq83.png)
7. Name the column and choose a column color. Click Save.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/6549371338fda741c74d56b7/file-YQXV8qgFI0.png)
8. Adjust the order of the columns by clicking the three dot menu and using the Move Left and Move Right options.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/6549375938fda741c74d56b8/file-e42vfpYrw0.png)
9. Add additional columns by clicking on the three dot menu of the farthest right column and choose Add Column.
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/654937b9398d235676f6078d/file-ym2dVaALMF.png)
Here is a sample board:
![](//d33v4339jhl8k0.cloudfront.net/docs/assets/5d0a83ad2c7d3a6b51c69e85/images/654938a677469859d4f1bf37/file-XdOuIT2ZP2.png)