Create Kanban boards with the Daylite plugin Boards for your projects and opportunities to get better control over your project- and opportunity-related tasks (tickets). Use the visualization of your tickets and keep the overview.
Whether a Kanban board has already been created for a project or opportunity is indicated by the board icon to the right of the object name. Additionally you will find the board symbol within the detail view of projects and opportunities in Daylite, shown at integrations.
If the symbol is colored, a board has already been created for this object. If the symbol is gray, no board has been created for the selected object yet. A click on the symbol takes you directly to the area of the object in Daylite where to create a board.
What is Boards?
How do I create a board?
How do I save and manage templates for Boards?
Where can I get an overview of all boards?