--- title: How Do I Add or Edit a Board? description: Similar to a whiteboard in your office, the Boards feature allows you to visually manage your Contacts, Jobs, and Work Orders. --- [Skip to content](https://support.jobnimbus.com/how-do-i-add-or-edit-a-board#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. 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[Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) # How Do I Add or Edit a Board? ## Similar to a whiteboard in your office, the Boards feature allows you to visually manage your Contacts, Jobs, and Work Orders. #### On This Page - [Adding a New Board](https://support.jobnimbus.com/how-do-i-add-or-edit-a-board#add) - [Edit an Existing Board](https://support.jobnimbus.com/how-do-i-add-or-edit-a-board#edit) --- ### Adding a New Board **Note:** Boards can only be added and edited through the web version of JobNimbus. - To add a new board, select the **+ button** at the top right of your page, then select **Add Board.** - Select if you would like to **Import an existing [workflow](https://support.jobnimbus.com/what-is-a-workflow?hsLang=en) into your Board columns or create a new board from scratch.** **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-08-2026-08-52-10-4050-PM.png?width=670&height=357&name=image-png-May-08-2026-08-52-10-4050-PM.png)** - Once here, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Apr-21-2026-02-00-48-5350-PM.png?width=670&height=600&name=image-png-Apr-21-2026-02-00-48-5350-PM.png) - **Name** your Board, choose what **type of record** you would like the board to display (either Jobs or Job Work Orders) and select the **color **you would like it to be.  - Select who you would like the board to be **visible to.** You can choose to make it visible to **All Team Members, Just Me, or [Specific Groups.](https://support.jobnimbus.com/what-are-groups?hsLang=en)** - **Note:** If "Just Me" is selected, no other member of your team will be able to view the Board, even if they are assigned to the records within. - Customize the **title of the Cards** that appear within each List by using the **Add Field dropdown**. - You can create your own or choose from Contact/Job-specific fields, including [custom fields](https://support.jobnimbus.com/how-do-i-create-custom-fields?hsLang=en), as well as select financial records. - In the Card Description fields, you can customize the **body of the Cards** that appear within each List. - Add up to three lines of information for easy viewing. Similar to the title, you can utilize template fields, text, and financial totals to display the details you want. - **Add Columns** to your board to display the cards in by clicking the **Add Column button.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Apr-21-2026-04-50-19-5271-PM.png?width=670&height=85&name=image-png-Apr-21-2026-04-50-19-5271-PM.png) - - **Add a Column name.** These are often correlated with a workflow status, i.e. New Lead, Signed Contract, Estimating, etc. - - **Select the statuses to display in the column. **The statuses available in the dropdown are the same as those in your workflows. You can select one or multiple statuses to display. - Keep in mind that the records displayed will be those that are in the corresponding workflow. - **Example:** A Job in Workflow A will only display if the column has that Job's current status in Workflow A selected. A Job in Workflow B would not be displayed. - **Add Totals** to the top of your column. These can display information such as the approved Estimate total to quickly reference the amount of potential revenue in a status. - **Add additional columns** by clicking the +Add Column button. - **Filter** your Board with the following options: - **Workflow/Type, Location, Subcontractor, Assignee, Sales Rep** -  You can learn more about how to filter Boards in [this article.](https://support.jobnimbus.com/how-do-i-use-board-filters?hsLang=en) --- ### Editing an Existing Board - **Edit a Board** by clicking the three dots in the top right corner and choosing **Edit Board** from the menu. - You will also have the option to Delete a Board entirely or Duplicate a Board. - Deleting a Board *will not *delete any Job or Work Order records from your account. Only the Board itself will be deleted. - You can also click on the three dots on the Boards List for these same actions. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Apr-21-2026-07-14-57-7907-PM.png?width=513&height=260&name=image-png-Apr-21-2026-07-14-57-7907-PM.png) For more details on Board configuration, check out [this article](https://support.jobnimbus.com/what-are-cards-and-lists?hsLang=en). - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - 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