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Create and manage boards

AdminLead

Create, edit, switch methodology, archive, restore and delete boards.

Every project has at least one board; the first one is created with the project. Admins, and Leads with full access to the project, can add more, for example one per team or workstream. See Project scope and access for what full access means.

Create a board

  1. 1

    Open the project's boards

    Open the project and choose Open boards, then + New Board.

  2. 2

    Fill in the form and select Create Board

FieldRequiredDetails
Board nameRequiredFor example, Dev. Must be unique among the project's active boards.
Use ScrumOptionalOff for Kanban (the default), on for Scrum. You can change it later.
DescriptionOptionalWhat this board is for.

A new board comes with a default workflow, which you can change.

The Create Board dialog.

Edit a board

From the board card's menu choose Edit to change the Board name, Description and Use Scrum.

Switch between Kanban and Scrum

On an active board, open the board card menu, choose Edit, then turn Use Scrum on or off and save. Atlas updates existing tickets for the new board type:

  • Kanban → Scrum: existing tickets appear in the backlog. Their workflow statuses stay the same.
  • Scrum → Kanban: backlog tickets move to To Do. Tickets in a sprint leave it and keep their current workflow status. The active sprint is completed; planned sprints remain, with their tickets released.

Restore an archived board before changing its settings.

The default board

A project's first board is its default board. If you archive the default board, the oldest remaining active board becomes the default.

Archive, restore and delete

ActionWhoWhat happens
ArchiveAdmins, Leads with full accessThe board becomes read-only. A project must keep at least one active board, so you can't archive the last one.
RestoreAdmins, Leads with full accessThe board becomes active again. Blocked if another active board in the project already uses its name, or if the project is archived.
DeleteAdmins, Leads with full accessThe board, its tickets and its sprints are removed from active views. The data is kept. If the board has tickets, the dialog shows how many and links to View tickets first.

Last updated October 1, 2026