How to Create Your First Board in Pronnel for CRM, Sales, Projects & Task Management

Pronnel helps businesses create custom workflow boards for task management, CRM, complaint management, project tracking, sales pipelines, HR workflows, and team collaboration. In this guide, you will learn how to create your first board in Pronnel, build workflows, add users, configure custom fields, manage tasks, and organize business operations using a flexible Kanban-style system.

Let’s take an example. Suppose you have a short task list with the following stages:

Normally, you would have just used an Excel Sheet or a Google Sheet (if you want to read more about How Pronnel is a Better Alternative to Excel Sheets or Google Sheets recommend you refer this blog) to track progress. Typically, your Excel Sheet would have looked something like shown below.

So, here’s how we go about it. We will first create a new board; design the workflow as To Do → Doing → Done; invite other Users; create the Item Fields; Create Tags to separate and classify different Items (in our case we will use the Area Field as Tags) and finally upload data. (If you want to try it out yourself, you can download the data file from here and save it on your PC).

Creating A New Board (Time 2 minutes):

Log on to Pronnel. Beside Workfolder on hover you can see + Icon Click on it. Yow will see 3 options

Build a Custom Workflow for CRM, Tasks & Project Management

Let’s build a simple workflow with the following stages: To Do, Doing and Done. Click on the Settings Button at the top of your Board.

It opens a Menu. Select Process and add new Buckets.

Once you have created the Buckets, click on Workflow to set up the directions in which items move. Unless you are very specific, you could omit this stage.

Once inside the Workflow screen you can drag and drop connectors, decide which stages tickets can be created in and lots more.

That’s it. Your Board now has a working process.

Adding Users (Time: 1 minutes)

If it’s not a personal Board, you will want to share it with your teammates. Let’s do that.
Click on Settings, and then Click on Users.

Now you can add members from your organization to the Board as Admin, Edit-Only or Read-Only.

Great, now that we have created a Board, built a workflow, and added Users, let’s decide which Fields will be included.

Create Custom Fields for Your CRM and Workflow Board

Of the fields in the Excel sheet, we will map them as following:

Of these, all the above fields are built in fields except Task Description. Let’s add this Custom Field to the Board.
Along with this field let’s add another field- Related Documents where you can upload the related files associated with the Task for easier access later. Open Settings, click on Attributes.

Now, create new attributes. In Pronnel you can create Custom Fields of the following 25 types:

You can access Predefined fields also such as title,tag,assignee etc.

You can access workfolder attribute to the board where its setiing will remain same as a workfolder you can access in your board aswell.

Text Field	Date	Radio	Rating	Checklist
Text Area	Video	Dropdown	URL	Button
Number	Image	Checkbox	Currency	Country
Email	Audio	User	Multiselect	Time Tracking
Mobile	File	Board	IP	Location

Go ahead and now create the two fields. Don’t worry about the missing field on Area. We will show you another nifty feature which can be used in Pronnel- Tags.

Create Tags to Organize Tasks, Leads and Projects

Go to Settings, Click on Attributes then toggle to Predefined Attributes and create the Tags – Marketing, Finance, Human Resources.

Adding Data to You Board.

There are two ways of doing this. If there are few tickets, you can individually create tickets and update into Pronnel. Just click on Add Items.

A new screen opens where you can add new tickets.

The other way is to Import tickets from a Spreadsheet. For sake of brevity, we will omit that step here. But if you are interested you can explore further in our video.
That’s it. You are set. At the end of the process your Board should look something like this.

If you are interested in trying it out yourself, you can download the Excel file given here and replicate the steps yourself.

Frequently Asked Questions About Frequently Asked Questions About Creating Board

What is a workflow board in Pronnel?

A workflow board in Pronnel helps businesses manage tasks, CRM pipelines, complaint tracking, project workflows, and team collaboration using customizable stages and Kanban views.

Can I use Pronnel for CRM and sales pipeline management?

Yes. Pronnel can be used for CRM, sales tracking, lead management, customer support, complaint management, and project workflows.

Does Pronnel support custom fields?

Pronnel supports multiple custom field types including text fields, dropdowns, files, checklists, users, dates, images, ratings, and more.

Can I import Excel data into Pronnel?

Yes. You can import tasks, leads, projects, and workflow data from Excel Sheets or Google Sheets into Pronnel boards.

Conclusion

Pronnel helps businesses simplify workflow management, CRM operations, task tracking, complaint handling, project management, and sales pipeline management using customizable boards and Kanban workflows. Whether you are managing teams, projects, leads, or customer operations, Pronnel provides a flexible workflow platform for growing businesses.