A tour of an activities board

What you will find on a board: groups, columns, filters and workflows.

Table of Contents

All boards is your hub. It lists each board as a card, with Table view and Create board at the top.

On a board

Groups in colour, each with its items.
Columns for owner, status and due date.
Search items to find a row.
Favourite, Invite users and Share access link in the header.
Board settings for its name and privacy.
Automate, which suggests workflow recipes such as a follow-up call when a lead is won.