Custom boards

A custom board holds anything your team tracks that Spodus doesn't have a board for, like creative requests or equipment. It works like any other board, with its own fields and views.

Before you start

• To create a board, you need to be an owner or admin, or hold a role with the Data Model setting.

Things to know

• The Free plan allows 1 custom board. Starter allows 5 and Growth allows 25.
• Archived boards still count toward that limit. Delete a board to free its place.
• If you're at your limit, you can still edit or remove the boards you have.

Create a board

1. Go to Settings > Data model.
2. Click New board.
3. Type a name and pick an icon.
4. Click Create board.
5. Add fields to it on its Fields tab. See Custom fields.

Change a board's name, icon or color

1. Go to Settings > Data model and click the board.
2. Click the Settings tab.
3. Under About, change the Singular and Plural names, the Description, the Icon or the Color.
4. Click Save.

You can also open the menu on the board's row in the CRM sidebar to Rename it, Change icon or pick a color.

Archive a board

1. In the CRM sidebar, open the menu on the board's row.
2. Click Archive board.

An archived board is hidden from the workspace, and every record is kept. To bring it back, go to Settings > Data model, find it under Archived and click Restore.

Delete a board

1. In the CRM sidebar, open the menu on the board's row.
2. Click Delete board, then confirm.

You can also click the board in Settings > Data model, go to its Settings tab and click Delete object under Danger zone. Deleting a board deletes all its records and can't be undone.

Related

• Custom fields
• Spaces & boards
• Turn modules on and off
• Plans & billing