Add a Contact to a Board

There are several ways to add a contact to a Board. Here are a few of them.

Add a Contact to a Board from the Contact Card.

1. Go to the Contact and click the Board Icon in the top right of the Contact Card.

2. Choose the Board and Column you want to add the Contact. Click Save.

The Contact will be added to the Board.

Add a Contact to a Board from the Column Settings

1. Go to the Board and choose the Column. Click the 3 dot menu in the top right. Choose Add Contact.

2. Enter all or part of the Contact Name to search for the Contact. Click Search.

3. Select the Contact from the matches.

The Contact will be added to the Board.

Add a Contact to a Board using the Add Contact Icon on the Board Column.

1. Go to the Board and choose the Column. Scroll down to the bottom of the Board and click the Add Contact Icon.

2. Enter all or part of the Contact Name to search for the Contact. Click Search.

3. Select the Contact from the matches.

The Contact will be added to the Board.