Creating a board

Task Boards for Confluence works as a macro that you can add directly to any Confluence page.

Creating a board

Follow these steps to create a board:

1. Go to the Confluence page where you want to add the board and click the pencil icon to edit it

2. Insert the app's macro on the page by clicking the "+" sign, typing "Task Boards" in the search bar and selecting the app

3. A dialog will open displaying the Set up a Task Board setup

[Screenshot (Set up a Task Board dialog after inserting the macro)]

4. Enter a name for your board in the Board name field (required)

5. Optionally, choose a color for your board by clicking the color swatch under Board color

6. Once you've configured your board, click Insert

[Screenshot (Clicking Insert to add the board to the page)]

7. The macro will appear on the Confluence page, displaying the board name and color you chose

[Screenshot (Board macro displayed on the page)]

8. Make sure to select "Go wide" mode for more space

[Screenshot (Go wide display mode selected)]

9. Click Publish at the top of the page to start using your board

Editing a board's settings

To edit the settings of a board, follow these steps:

1. Go to the Confluence page where your board lives and click the pencil icon to edit it

2. Locate the Task Boards macro, click on it, then click the pencil icon to edit it

[Screenshot (Editing the Task Boards macro)]

3. The Board setup dialog will be displayed

[Screenshot (Board setup dialog in edit mode)]

4. Make any necessary changes, then click Save

[Screenshot (Saving changes to the board)]

5. Publish the page to apply your changes

Next Steps

Learn more about how to customize your board's setup and explore how to work with lists and cards.