TL;DR

Add activities directly to your Board so teammates can open them with one click without leaving the Board. Use the bottom toolbar’s three-dot menu → Activities to search or filter for an activity, then place it on the Board for quick access.

• Overview

• How to Add an Activity From Your Board

• What’s Next?

Overview

You can add activities to your Board so your team can open them with a click, without leaving the Board. Use the Add button to search, filter, and place activities where you need them.

To learn more about setting up your Board, see the articles in this collection: Board setup articles.

How to Add an Activity From Your Board

1. Open your Board.

2. In the toolbar at the bottom of the page, click the three-dot 1 menu.

   

3. In the window that opens, select the Activities 2.
4. In the window that opens, find the activity you want:

   • Use the search bar 3, or

     

   • Filter by Recently viewed, Current trend, Creation date, or Activity type 4.

5. Select the activity 5.

   

6. The activity appears on your Board.

   

What’s Next?

Board setup