Check out this article to learn more about Boards in Holded
- Click on the Holded logo in the upper left corner
- Access the Projects tab
If you have not yet created the projects board: click on + New board > Projects > Specify name, color, and icon > click on Confirm.
Consulting the board of projects
Remember that the boards are customizable and the view you have configured for each case will always be maintained.
You have the option to change the name of your board of projects, its order with respect to the rest of the boards, as well as the year to which it refers, simply: access the three-point menu (⋮) on its right > from the pop-up window modify the name, order, or year according to your needs > click on Save. If you want to delete the board, click on Delete.
By default, the projects board will show you a summary of the most essential aspects of your projects by means of the following widgets:
Add widgets to your board of projects
If, on the other hand, you want to add more widgets to your board of projects:
- Click the Add to board button in the top right corner
- In the pop-up window, access one of the sections listed on the left, depending on the type of widget you want to include: Sales, Expenses, Inventory, Banks, E-commerce, Contacts, Deals, Team, Projects, Social, Reports, Others
- Hover the cursor over the widget you want to add
- Click on Add to board
If you want to delete any of the widgets, simply click on the three-point menu (⋮) on its right, and in the pop-up window, click Delete. If you simply want to change the position of the widget on the board, click on it with the mouse and drag it wherever you want.