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Creating a work board

Last updated: October 16, 2026

What it does

A work board is a kanban board with columns you define. Create Board opens a short form.

FieldWhat it takes
TitleThe board’s name
DescriptionOptional. The board’s purpose
TeamOrg-wide board, or the team the board belongs to

The team decides who can change the board later. A team leader and above can change any board, and a team’s manager can change that team’s boards. An org-wide board belongs to no team, so only a team leader and above can change it. Editing and deleting a work board has the rest.

A team-owned board can be the team’s default. Lucrii places new tasks owned by that team on it.

A board starts with four mapped columns. New sets a task to Assigned, In Progress to In Progress, On Hold to On Hold and Done to Completed. A card dropped on Done is completed. Columns and cards covers renaming, reordering and removing columns.

Before you start

Create Board appears for a team leader and above, and for anyone who manages at least one team.

If you manage a team but do not hold the team-leader role, you must choose a team. Lucrii does not offer you Org-wide board.

A board’s Title can be up to 255 characters, and its Description up to 10,000.

How to use it

  1. Open Work Boards and select Create Board.
  2. Give the board a Title.
  3. Write a Description if the board’s purpose needs explaining.
  4. Choose Org-wide board, or pick the team that owns it.
  5. Tick the default-board box if new tasks for that team belong here.
  6. Select Create.

The default-board box shows only once you choose a team. Clearing the team clears the tick.

If you leave the page with unsaved changes, Lucrii asks you to confirm first.

Troubleshooting

The page says “The list of teams could not be loaded.” under the Team picker. Lucrii cannot read your organisation’s teams right now. Try again shortly.

  • Work boards and tasks: Browse your work boards and every task in two tabs, each with saved views, bulk actions and a create button.
  • Columns and cards: Add, rename, sort, collapse and reorder a board’s columns, and drag cards between them to change a task’s status.
  • Editing and deleting a work board: Change a board’s title, description or team from Edit, and delete it or open its audit history from More Actions.
  • Creating and editing a task: Create a task with a title, a due date, a priority and a place on a board, and change any of it later from the same form.

Changes