With the Daylite plugin Boards you're able to create individual Kanban-Boards for your projects and opportunities. This allows you to keep the overview and to avoid bottlenecks. The visualization within Boards makes this an easy task for you and your team.
It's easy to delete a board if you don't need it anymore or if you accidentally created one for a project or opportunity. This does not affect the tasks you created. You can still see them on the tab Tasks & Pipeline of your project or opportunity in Daylite.
Learn how to create a board in the following this article:
How do I create a board?
Deleting a board
Follow these steps in order to delete a board:
- Using the left sidebar in Daylite, navigate via Objectives to All Projects or opportunities All Opportunities
- Select the project or opportunity whose board you want to delete. Via the tab Tasks & Pipeline navigate to Board. Alternatively, you can use the Daylite filter lists All Boards or My Boards to search for a board. These are displayed in the left Daylite sidebar under Objectives.
- While on the board, click on the gear icon to open the settings
- Select Delete Board from the drop-down menu and confirm this by clicking Continue. The tasks of the project or opportunity will be retained.
You can create a new board for the project or opportunity at any time.
Saving and managing templates for Boards is covered in this article:
How do I save and manage templates for Boards?