Setting Up Your First Board

When you first install FluentBoards, the onboarding process guides you through the steps to create and set up your first board. You can add your board details, customize its stages, and create your first task—all in just a few steps.

Creating Your First Board

To begin, enter your board title in the Board Title field, then add an optional description in the Board Description field. Once you're done, click on the Next Step button to proceed.

If you'd rather set things up later, click Skip Onboarding instead.

Customizing Stages

By default, FluentBoards provides three stages: Open, In Progress, and Completed. If you require additional stages, simply click on the Add Stage button.

Conversely, you can delete any default stages by clicking on the Delete icon button next to them. Click on Next Step once you've customized your stages.

Adding Task

Finally, if you wish to add a task to your board, enter a title in the Task Title field, then click on the Create Board & Add Task button.

If FluentCRM is active on your site, you'll see a note letting you know you can associate contacts with tasks, run email automations, and keep everything in sync.

Alternatively, if you prefer not to add a task right now, click Skip Task Creation.

Following that, you'll gain access to your boards, where you can organize various elements, including the association of FluentCRM contacts.

This simple onboarding process ensures that you can quickly set up your Boards and begin organizing your Tasks efficiently.