Creating a board

This page guides you through what a board is in Workflowy and shows you how to create one. You’ll learn when to use boards and the steps to set one up.

What is a board?

A board in Workflowy turns any list into a visual workspace of cards. Each card represents a bullet or sub-list. Boards help you:

• Organize tasks by moving cards through custom columns (for example, To Do → In Progress → Done).

• Visualize your progress without collapsing and expanding nested bullets.

• Collaborate by sharing a board link with teammates.

Boards work like virtual kanban or white-board tools, but stay fully inside your Workflowy outline. You don’t have to leave your document or open extra apps.

Creating a board

To turn your list into a board:

1. Select the list you want to turn into a board.

   

2. Click the ••• menu at the top right of that list’s heading.

   A dropdown menu appears.

   

3. Select Turn into > Board.

   Workflowy converts each child bullet into a card in a single default column.

   

To add a column to your board:

1. Click the + icon at the right edge.

   

   A new board is added.