--- title: "Adding a Board to your Room" slug: "adding-a-board-to-your-room" updated: 2025-03-25T09:55:01Z published: 2025-03-25T09:55:01Z canonical: "help.iobeya.com/adding-a-board-to-your-room" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.iobeya.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding a Board to your Room Adding a board to your iObeya room is a simple but essential step in creating a functional workspace tailored to your project or team needs. Boards in iObeya serve as the canvas for your projects, where you can organize tasks, brainstorm ideas, plan strategies and visualize data. Whether you manage a simple task list or coordinate complex project workflows, mastering the process of adding and configuring boards drives effective collaboration and productivity. This article is a step-by-step guide through the process of creating boards in your iObeya room, allowing you to tailor your workspace to the specific needs of your team or project. To add a board to your room: ![Adding a board.gif](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/Adding%20a%20board.gif) 1. Access your room. See [Accessing your room](/product/docs/room-view) to find out more. 2. Click **Configure the room.** 3. Click **New boards** and then drag and drop a [board](/product/docs/adding-a-board-to-your-room#about-board-types) to the blue zone. iObeya provides various templates designed for different purposes, such as Kanban board, strategy maps and more. Select a template that best suits your needs. If you want to start from scratch, you can select a [Whiteboard](/product/docs/adding-a-board-to-your-room#whiteboard). 4. Enter a name for your board and validate. 5. From the Room configuration page, click **Done**. When you add a board to your room, you can: - start customizing your board: - [add elements](/product/docs/adding-elements-to-your-board): start adding elements to your board, such as standard notes, shapes, or charts. You can drag and drop these elements onto your board and arrange them as needed. - [set up board properties](/product/docs/about-board-settings): use the board’s settings to customize properties such as grid lines, background color and size. This helps in tailoring the board to fit your specific project requirements. - [add categories](/product/docs/adding-a-board-to-your-room#adding-and-naming-categories) to organize your room and identify the main sections of your visual management room. - [duplicate a board](/product/docs/adding-a-board-to-your-room#duplicating-a-board). ## Adding and Naming Categories Categories in iObeya are organizational units that allow to group boards within a room. They act as folders or sections, so you can segment different parts of your workspace according to specific themes, projects, departments, or any other criteria that fit your needs. Add categories to organize your room and identify the main sections of your visual management room. ![Adding and renaming categories.gif](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/Adding%20and%20renaming%20categories.gif) From the **Room configuration** page: 1. Click **Categories.** 2. Select one category and drag and drop it to the blue zone. 3. Enter a name for your category and validate. 4. Click **Done**. You can add as many categories as you need. ## Duplicating a Board From the **room configuration:** 1. Click a board. The contextuel menu is displayed. 2. Click **Duplicate** and rename you new board**.** 3. Validate and then Click **Done.** > [!NOTE] > Note: > > By duplicating your board, you also duplicate the Tools it contains. ## About Board Types Find the one you need among the boards available in iObeya: ### Whiteboard Get hands-on right away with the **Whiteboard** for instant collaboration, where you can brainstorm, share ideas and manage projects. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS-whiteboard.png) ### Planning Board Use the **Planning board** to: - create shared roadmaps. - manage and share your strategy regarding the key initiatives to achieve your enterprise goals with stakeholders. The Planning board generates a planning-type image with a time indicator and “swim lanes” that can be adjusted to meet planning modifications as they may appear. You can modify parameters. For example, if a project runs late, you can extend the end date. All elements placed on the board will relocate accordingly. See the [Planning boards documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/tutorial/planning-boards-index.html) section to find out more. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS - planning board(2).png) ### Kanban Board Use the **Kanban board** to visualize the different steps of a project, using different columns for different status. In a Kanban board: - you can choose the columns and the maximum acceptable Work In Progress limits. - when the WIP limits are reached the indicator at the top of the column turns red to indicate overflow. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS-kanban board(1).png) See the [Kanban documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/tutorial/kanban-boards-index.html#) to find out more. ### Jira Board Use the **Jira board** to: - create an interactive view of your Jira tickets organized along one or two dimensions (e.g. assigned & priority, version, components) in specific Jira boards. - easily edit and reorganize your Jira data by moving cards from one column to another inside a Sprint / Kanban / free table. Build your arbitration table for backlog prioritization in seconds. - build your plan in iObeya and transfer the result to Jira to launch automatic imports from Jira Tables (row/column tables, which is associated with selected List-type properties from JIRA issues). See the [Jira Add-on documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/jira/contents.html) to find out more. ### QCD Board Implement a standard methodology for performance management and continuous improvement. Some call it SQCDP (Security, Quality, Cost, Delivery, People), others +QDCI or +QDCIS or SQCDM. It’s a fundamental building block of both Lean and Industry 4.0 systems. Use the **QCD board** to: - implement a standard methodology for performance management and continuous improvement with operator-friendly boards with effortless data entry. - track KPIs, allowing build dashboards based on indicators (quantitative & qualitative). Data is historized and you can see performance trends on various time-windows to identify trends. - provide a visual representation of values ​​and thresholds of indicators that are entered in the boxes of a given letter. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS- QCD board(2).png) See [Getting Started with the QCD Module](/product/docs/getting-started-with-qcd-module) to find out more. ### DCM Board Use the **Daily Capacity Management board** to: - visually plan and steer your daily activities in a collaborative manner and with a high level of detail (15 minutes granularity). - manage the time (or the capacity) of a given resource, regardless of whether this is a person or a piece of equipment. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS- DCM(1).png) See the [DCM Add-on documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/dcm/contents.html) to find out more. ### Azure Board The Azure DevOps connector provides two-way integration between iObeya and Azure DevOps: Use the **Azure board** to: - visualize your workflows and sprints with the Azure boards available in any iObeya room. - import and visualize dependencies between Azure DevOps cards on your boards. See the [Azure Devops Add-on documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/tfs/contents.html) to find out more. ### Program Board Use the **Program board** to ensure optimized efforts for value delivery by enabling cross-functional teams to collaborate and efficient resource allocation. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS - program board.png) See the [Agile Add-on documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/safe/contents.html) to find out more. ### Team Board Use the **Team board** to: - self-organize teams around value delivery and agile planifications between each sprints during Sprint planning sessions. - identify priorities and plan the works for upcoming sprints for Agile teams. Team boards provide automatic load calculation based on Story Points for each sprint allowing teams to plan work based on their velocity and team members availability. > [!WARNING] > Warning: > > **Team boards** are tightly tied to **Program boards**. You need to create and configure your Program board before adding a Team board to your room. ![](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/GS - Team board(1).png) See the [Agile Add-on documentation](https://center.iobeya.com/wp-content/uploads/doc/master-user-guide/html/en/safe/contents.html) to find out more. Generic term used to designate the various objects that can be added to the board’s dock to create board content. These include standard notes, cards, stickers, shapes, team avatars, and more, all of which are essential for building and organizing information on the board. ## Related - [About Board Settings](/about-board-settings.md)