How to set up a default client board

To set up a default board, go to the Clients module and click the Boards tab in a client’s page. Boards can also be opened directly from the clients grid by clicking on the number in the Boards columns.

Click on any of the boards.

You will be taken to the Kanban view of that specific board. Under the additional board menu, click the board that you wish to set up as a default board by clicking on the star icon.

Note! When a client has multiple boards, the default board will pop up first.

If you want to go to the main board view, click All Boards under the additional board menu.