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Your First Board

Last updated: 23 March 2026

This guide walks you through creating your first board, from selecting a data source to saving your configuration.

Overview

Creating a board involves four steps:

  1. Select a data source (space or filter)
  2. Configure the board structure (swimlanes and grouping)
  3. Configure link visibility
  4. Save your board

Step 1: Select a data source

Choose a data source type

Type Description Best for
Space A Jira space Viewing all work items in a single space
Filter A saved JQL filter Cross-space views or custom queries

Load work items

Click Update to load work items from your selected data source.

Step 2: Configure board structure

Use the Board Structure section in the sidebar to organize your cards with vertical swimlanes, horizontal swimlanes, and grouping.

Step 3: Configure links

Use the Links section to control which dependency types appear on your board, and to style any type ok link.

Step 4: Save your board

  1. Click the board name input in the top toolbar
  2. Enter a descriptive name
  3. Click the Save button

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