Step-by-Step Guide to Creating and Setting Up Boards

Step 1: Creating a New Workfolder(optional if you have any workfolder created)

With two methods, one can create a new board in Pronnel: either by clicking on the dedicated "Create Workfolder" button on the homepage by using the plus (+) sign button in the left-hand menu. The choice is yours! Additionally, Pronnel allows you to create a board from scratch or utilize a template. This tutorial will focus on creating a simple board from scratch.

Step 2: Choosing How to Create

Pronnel provides flexibility by offering two options: create a board from scratch or start with a template. In this tutorial, we will create a board from scratch. (We will cover how to use templates in another tutorial)

Step 3: Naming Your Board

After choosing to create from scratch, you will be prompted to name your board. We are naming our board "Task Management". Choose a name that reflects the project or process you are planning to manage.

Step 4: Setting Default Views

You can select which views you want your team members to see by default when they first open the board. Later, each user can customize their views according to their own preferences, offering flexibility without losing overall structure.

Step 5: Choosing Board Visibility

Pronnel allows you to set your board visibility as Private or Internal (Public within your organization).

• Private Board: Visible only to the board members. No one else in the organization can see or access it.
• Internal Board: Visible in a read-only mode to everyone in the organization. These boards are accessible from the Home screen, making it easier for other team members to stay informed.

Step 6: Choosing the Right Board Type

In Pronnel, selecting the correct board type is crucial because each type is designed for specific use cases. We offer four types of boards: General, Contact, Organization, and Product. Each serves a different purpose, so it is very important to pick the right one according to your project’s needs.

1. General Board

The General Board is a versatile, all-purpose board that can be used for a variety of workflows, including task management, project planning, event tracking, and internal team collaboration. If your process does not fit into a specific category, the General Board is a great option.

2. Contact Board

The Contact Board is specially designed to manage individual people such as leads, customers, vendors, or stakeholders. It allows you to store contact details, track interactions, and manage follow-ups effectively. Ideal for sales pipelines, client engagement, or outreach programs.

3. Organization Board

The Organization Board helps you manage companies, institutions, or business entities instead of individual people. It’s perfect for B2B operations, partnerships, vendor management, or managing accounts that involve organizational-level relationships.

4. Product Board

The Product Board is tailored for managing products and product development processes. You can track product features, updates, bugs, enhancements, and roadmaps. It’s perfect for software development teams, product managers, or anyone building and refining products.

Defining the Process with Buckets

Once your board is created, it’s time to define the workflow by creating Buckets. Buckets represent different stages of your process. For our "Task Management" board, we are setting up these buckets: To Do, Ready to Start, In Progress, Completed, and Won't Do.

Understanding Final Buckets

In Pronnel, "Completed" and "Won't Do" are considered final buckets. Items moved to these buckets are marked as completed, and you will no longer receive notifications about them. This helps you keep your workspace clean and focused only on active tasks.

Creating Your First Item

With buckets ready, it's time to create your first item. For example, let's create a task named "My First Task". You can drag and drop this item across buckets as its status changes, keeping the team updated easily.

Moving Items Between Buckets

Once created, items can be moved across buckets based on their progress. This visual flow helps your team instantly understand which tasks are pending, active, or completed, ensuring efficient project management.

Your Board is Ready!

Congratulations! Your board is now fully set up and ready to work with. You can start inviting team members, assigning tasks, setting due dates, and managing your projects more efficiently using Pronnel boards!

Conclusion:

Congratulations! You have successfully learned how to create a new board in Pronnel from scratch. Setting up the right board type, configuring the process with buckets, and adding tasks will help you and your team stay organized, track progress efficiently, and achieve your goals faster. Whether you're managing tasks, contacts, organizations, or products, Pronnel’s flexible board system adapts to your unique workflow needs. Start creating your boards today and experience a smarter way to manage your work!

Pronnel's intuitive interface and customizable features make it an ideal solution for businesses of all sizes. Whether you're managing projects, tasks, or sales pipelines, Pronnel provides a centralized platform for efficient process management.

Now that your board is ready start maximizing your productivity and achieving your business goals with Pronnel. Implement this step-by-step tutorial and experience the power of streamlined business process management.

Unlock your full potential with Pronnel today and revolutionize how you manage your business processes.

Note: This tutorial is based on Pronnel's features and functionalities as of the time of writing. Please refer to Pronnel's documentation or support for any updates or changes to the platform. For more information, watch our youtube tutorial.

Create your first board today!