Managing Work Management Boards
Work Management Boards allow Power Users to organize and track requests across customizable workflows. Boards are shared across the organization and can be created, managed, renamed, or deleted by Power Users, with changes reflected for everyone. Coheso includes several default boards that teams can use or customize to match their workflows.
Creating a New Board
To create a new board, navigate to the Boards section in the left sidebar and click the + icon next to Boards. This opens the New Board dialog, where users can configure the board.
Board Icon Each board can be assigned an icon to make it easier to visually identify in the sidebar. Click the icon next to the Board Name field to open the icon picker and select an icon that represents the board.
Board Name The Board Name defines how the board will appear in the sidebar. Choose a clear and descriptive name that reflects the type of requests or workflow the board is intended to manage.
Description The Description field allows users to add context about the purpose of the board. This helps teams understand what type of requests should be routed to the board. If a description is provided, it appears as a tooltip when users hover over the board name in the sidebar, providing quick context about the board’s purpose.
Once the details are entered, click Create Board. The new board will appear in the Boards list in the left sidebar and will be visible to all Power Users. Requests can then be routed to the board through intake forms or created manually within the board.
Tip: When setting up intake forms, you can choose which board each form’s requests should go to. Make sure the form is pointed to the correct board to avoid routing issues.
Updating an Existing Board
Board details can be updated from the Edit Board settings. To open the Edit Board settings, locate the board in the Boards list in the left sidebar, click the three-dot menu next to the board name, and select Edit.
From the Edit Board dialog, Power Users can update the Board Name, change the board icon, or edit the Description. Renaming a board updates how it appears in the sidebar without affecting existing requests.
After making changes, click Save changes to apply the updates. Any modifications to board details are applied across the organization and will be visible to all Power Users.
Customizing Board Statuses
The Edit Board dialog also allows Power Users to configure the statuses associated with a board. Statuses represent the stages that requests move through during the workflow.
From the Edit Board settings, users can manage the statuses associated with a board to match their internal workflow:
Renaming Statuses: Existing statuses can be renamed to reflect internal workflow stages.
Adding Statuses: New statuses can be added to represent additional steps in the request lifecycle.
Deleting Statuses: Statuses that are no longer relevant to the board’s workflow can be removed.
Reordering Statuses: Statuses can be reordered using drag-and-drop to control the sequence in which stages appear on the board.
Status Types Each status can be assigned a status type such as Not Started, In Progress, Completed, On Hold, or Cancelled. Status types define how requests are categorized within the system while allowing teams to customize the visible stage names used in their workflow.
Deleting a Board
Boards that are no longer needed can be removed from the system.
To delete a board, locate the board in the Boards listin the left sidebar, click the three-dot menu next to the board name, and select Delete. You will be prompted to confirm the deletion before the board is removed.
Before deleting a board, ensure that the board does not contain any requests and that no intake forms are routing requests to the board.
Note: A board can only be deleted after all requests on that board have been removed, and no intake form is currently routing new requests to it.
Once deleted, the board will be removed from the system for all Power Users.
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