Custom boards allow you to create flexible workflows by pulling tasks from multiple projects into one centralized board. This is ideal for teams or department-specific boards.
What is a custom board in TeamGantt?
A custom board is a Kanban-style board where you manually add tasks from any number of projects in your account. This lets you organize work by team, priority, or sprint—independent of project structure.
How do I create a custom board?
- Go to the left sidebar and click Create > New custom board.
- Enter a name and choose a folder (if applicable).
- Click Create board.
- Create a column by clicking on the blue (+) icon on your board. Once columns are created, click Next: board settings.
- Optional: Set the % complete for each column and click Finish.
How do I add tasks to a custom board?
Open the board and click
Inbox
. Use the search bar or apply filters to locate relevant tasks from active projects. Drag tasks from the Inbox into board columns to add them as cards.
Note: Once filters are set up, they remain in the Inbox until you clear them. That way, you can set them up once and never miss a relevant task. New tasks that meet the established criteria are brought into the Inbox automatically.
How to create new tasks from a custom board?
- Click Add task in the column where you'd like to create the new task.
- Enter the task name.
- Select the project you'd like to add the task to.
- Select the group within the project you'd like to add the task to.
- Click Add task.
How do I edit the column % complete rules?
Click the 3-dot icon in the upper right of any column and select
Auto % Complete Settings
. Set a percent complete for each column, and optionally enable Auto Move to shift cards based on task progress.
You can also edit the % complete settings for a column by going to Menu > Edit Board Settings.
How do I invite people to my Custom Board?
To invite people to your board, click the Share button in the upper right corner of your board, or select Menu> Invite People. Any user with access to the projects you included can be invited to your custom board.
How do I delete a card or column?
To delete a card, click on the 3-dot icon in the upper right corner of the card, and then select Remove from board or Delete Task.
- Remove from board: Allows you to remove the card from your board without deleting the underlying task.
- Delete Task: Removes both the card from your board and the root task in the Gantt chart.
To delete a column, click the 3-dot icon in the upper right corner of the column, and then click
Delete Column. Deleting a column will not delete the tasks. It will only remove the tasks from the board.
How do I close a custom board?
Go to
Menu > Edit Board > Board Status, and select Closed. This hides the board without deleting the underlying tasks or projects.