How do I create a new Teamboard or open an existing one?

Use the headings below to quickly navigate through this article:

• How do I create a new Teamboard?

• Templates

• How do I open an existing Teamboard?

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How do I create a new Teamboard?

When you start Teamboard for the first time, you will see a large white area. This means that no board has been created or opened yet.

Required permissions

To create a new board, you need the “Create Teamboard” role permission.
Only users with this role will see the New Board option in the menu.

Don’t see this option?
Please contact your Engage Process administrator within your organisation.

Creating a new board

1. Click the Engage Process logo in the top-left corner.

2. Select New Board.

3. Choose one of the following options:

   • Use one of the available templates (see below), or

   • Use an existing board as a template.

4. Enter a name for the board.

5. Click Agree.

The new board is created and opens automatically in the default view.
You can now start adding work items (tasks).

Access and configuration

• By default, only you have access to the board.

• You can share the board by adjusting the authorisations.

• Boards can be fully customised by modifying or adding board settings, such as fields, forms, and layout.

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Templates

Templates help you get started quickly by providing a predefined set of fields and forms. This means you don’t have to start from scratch.

Below is an overview of the available templates:

Process improvement board

(e.g. findings from the Engage Process Modeler)

Includes fields and forms for recording problems, challenges, and improvement ideas, such as:

• Feasibility

• Improvement suggestion

Improvement board

Similar to the Process improvement board, but without the option to send findings from the Modeler.

Action list

A simple board for recording actions and tasks.
Includes a minimal data set, such as:

• Assigned to

• Short description
  This template contains only one form.

Audit board

Designed for (internal) auditors to record:

• Non-conformities

• Compliance issues
  Tasks can be tracked until completion.

Support board

Used for registering:

• Errors

• Wishes

• Questions
  Suitable for application or functional managers.

Error registration

A simplified version of the Support board, focused on:

• Errors

• Wishes

Event planner

Used for planning events, including fields such as:

• Venue

• Speaker(s)

Tip
Want to start with a nearly blank board?
Choose the Action list template. This is the simplest option and requires the least modification to create a fully custom board.

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How do I open an existing Teamboard?

When Teamboard starts, it automatically opens the last used board.

To open another board:

1. Click the Engage Process logo in the top-left corner.

2. Choose one of the following:

   • Recent boards – shows the most recently opened boards.

   • All boards – shows all boards you are authorised to access.

3. Click a board to open it.