Creating a work board

What it does

Create a work board to track a team’s or the whole organisation’s tasks in columns you define. Create Board opens a short form.

Field	What it takes
Title	The board’s name
Description	Optional. The board’s purpose
Team	Org-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. Editing and deleting a work board has the rest.
An org-wide board belongs to no team, so only a team leader and above can change it.
A team-owned board can be the team’s default. Lucrii places new tasks owned by that team on it. The default-board box shows only once you choose a team.
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

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

Create stays at the top of the page, and leaving with unsaved changes opens Discard Changes, as Creating a contact describes.

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 tasks in two tabs, with saved views, bulk actions and a create button.
Columns and cards: Add, rename, sort 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, see its history, or delete it.
Creating and editing a task: Create a task with a title, due date, priority and board, and change any of it later.

Changes

Create and Save at the top of each record’s form - 2026-10-23
Field lengths and tag limits - 2026-10-16
Default columns on a work board - 2026-09-30
Help pages for every feature - 2026-09-30