Managing Boards

Customize columns for your workflow, and create boards for specific needs.

LeanBoards come pre-configured for common landscape workflows, but you can also create new boards. This page covers board management and settings.

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System Boards vs. Custom Boards

LeanScaper AI has two types of boards:

System Boards (6 total): Ops, Customer, Shop, HQ, Continuous Improvement, and Action Items. These are pre-configured with columns designed for their specific workflows.

Custom Boards: Boards you create for needs specific to your business.

	System Boards	Custom Boards
Columns	Fixed (can't be changed)	Fully customizable
Board Name	Fixed	Editable
Delete	No	Yes

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Viewing Your Boards

Click LeanBoards in the sidebar to see all boards. The list shows:

• Board name

• Last updated date

• Options menu (three dots)

Click any board to open it. Use the options menu to access Manage or Delete (for custom boards only).

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Managing Board Settings

To manage a board:

1. Go to LeanBoards in the sidebar

2. Find the board you want to manage

3. Click the three-dot menu on the right

4. Select Manage

This opens the board management screen where you can configure columns (for custom boards).

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Managing Columns (Custom Boards Only)

For custom boards, you can add, rename, reorder, and delete columns to match your workflow.

System boards have fixed columns. The six pre-configured boards (Ops, Customer, Shop, HQ, Continuous Improvement, Action Items) have columns that can't be changed. This ensures consistency across your team.

Adding Columns

1. Open the board management screen

2. Under Columns, click + Add Column

3. Enter the column name

4. The column appears at the end of the list

Reordering Columns

Drag columns using the handle on the left to reorder them. Cards flow through columns from left to right, so order matters.

Renaming Columns

Click the column name to edit it, or use the options menu for that column.

Deleting Columns

Use the options menu on a column to delete it. Be careful: cards in that column will need to be moved first.

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Creating Custom Boards

Custom boards let you build workflows for needs your system boards don't cover — with your own board name and fully configurable columns.

Simply click "My Boards" menu option at the top of the LeanBoards landing page and click the "Create" button in the upper right corner of the screen.

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Deleting Custom Boards

You can delete custom boards you've created:

1. Go to LeanBoards in the sidebar

2. Click the options menu on the board you want to delete

3. Select Delete

4. Confirm

Deleting a board deletes all its cards. Make sure any important information is captured elsewhere before deleting.

System boards cannot be deleted.

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Tips

• Start with the system boards. They cover most common needs. Give them a real try before creating custom boards.

• Keep board membership intentional. Not everyone needs access to every board. Match members to who actually works that type of request.

• Review access periodically. As team members change roles or leave, update board membership accordingly.

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Related Pages

LeanBoards Overview

What boards are, the six system boards, and how Kanban works.

Working with Cards

Creating, editing, assigning, and moving cards.

Adding Team Members

Inviting people to your LeanScaper AI account.