How to create a task board (Kanban or Scrum)
Create a board to organize your team's tasks from a template, in Kanban (continuous flow) or Scrum (backlog and sprints).
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
Each board has columns (To Do, In Progress, Done…), members, and labels. The templates already come with columns for support, marketing, after-sales, and development. In Scrum mode, the board gets a backlog, sprints, epics, and story points.
Where to find it in Cognizy
Step by step
- Step 1:
Open and click New board.
- Step 2:
Choose the Template (Simple Kanban, Customer Support, Development, Marketing, or After-Sales), give it the Board name and, if you want, the Code prefix for the cards and a description.
- Step 3:
In Work mode, choose Kanban (continuous flow) or Scrum (backlog, sprints, epics, and story points). Choose the color and create the board.
- Step 4:
The board opens with the template's columns. To switch a Kanban board to Scrum later, click More board actions and then Enable Scrum.
How to know it worked
The board appears in Task Boards, with the columns and you as a member. In Scrum, it also gets backlog and sprints tabs.
If something goes wrong
I want the AI's tasks to go into this board.
Check Set as default when creating it. The default board receives the tasks created by the AI and by automations.
Next step
Create and organize tasks on the board.
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