Project Management Extension: How to create a new Board

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  • murugappan
    Active Community Member
    • Aug 2017
    • 534

    #1

    Project Management Extension: How to create a new Board

    We just purchased the Project Management extension. We had trouble understand the "howto" in the documentation. I need help in understanding the following:

    (1) Board component - I understand that it is Dashboard view (Kanban in this case) showing the progress stages for each task. In the documentation it states "The Default Project Board is available out of the box. You can create new Project Boards." But there is no guide on how to create a new Board.
    (2) Status - it appear that we cannot add new status codes. For example: we need to have "Delayed" and "Overrun" as statuses. These is no guide how to add new ones.

    Please help.
    Last edited by murugappan; Today, 04:06 AM.
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9716

    #2
    There's the Project Board entity type. It can be accessed at: The Projects list view > menu in the top right corner > Boards.

    You can create a new board with custom stages (tasks statuses that will be available for tasks). When creating a project, you need to select the board.

    Stages are edited in the bottom panel of the board record. They are edited after the board is created.

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