Boards are used to categorise, classify, and filter tickets, projects, and tasks in DeskDay.
Before you begin
Make sure:
You have permission to manage boards.
You know the type of work the board will organise.
The required team members are available when linking members to the board.
Create a board
Go to Control Center > Service desk > Boards.
Click + Board.
Enter the board details.
Select team members required.
Click Create.
Enter the board details
Name
Enter a clear name that describes the board. This is a required field.
Board type
Select the type of work organised by the board, such as:
Ticket
Project
Task
This is a required field and cannot be changed after the board is created.
Description
Enter a short description explaining what type of work should be classified under the board.
Board colour
Select a colour for the board icon. This helps users identify boards across DeskDay.
Add team members
Use the Add team members section to associate team members with the board.
Linked team members may be used for assignment and routing context. Linking a team member does not restrict other team members from viewing the board or its work items.
Edit a board
Open a board from the boards list to update:
Board name
Description
Board colour
Linked team members
The board type is read-only after creation.
Click View board to view the tickets, projects, or tasks classified under the board.
Link team members
Click Link team members.
Select the required members.
Save the changes.
Linked members can be considered when work is assigned or routed through the board. Board linking does not control access permissions.
Enable or disable a board
Use the Enable toggle to control whether the board is available for classifying new work items.
Disabling a board does not remove existing tickets, projects, or tasks associated with it.
Delete a board
Use the delete icon when the board is no longer required.
Existing work items remain associated with the board for historical and reporting purposes. Configurations such as workflows, recurring items, or templates that reference the deleted board should use the default board.
Troubleshooting
The Create button is unavailable
Confirm that:
A board name is entered.
A board type is selected.
All required details are valid.
A team member is not listed
Confirm that the team member has been created and is active in DeskDay.
The board type cannot be changed
Board type is fixed after creation. Create a new board when a different type is required.
A work item is not shown under the board
Confirm that the correct board is selected on the ticket, project, or task and that the board is included in the applied filters.