You can start by clicking “+ Create a new board” in ConfluPlan.
REMINDER
You can only create a new board using one board type.
Now, fill in the requirements to create your board.
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Board type: choose which type of board you want to use for your project. Currently, ConfluPlan supports Features Timeline, Kanban, and Gantt.
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Title: the name of this board.
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Description: provide additional information to better describe the board. You can leave this box empty if your board does not need any clarification.
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Start date and End date: decide how long this board lasts to represent the starting date and ending date of your projects. You can also adjust the dates later in the board settings.
For a broader view range, it is recommended to set both Start and End dates to exceed the actual timeline.
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Start month of the year: allow you to change the starting month of the year if you’re using a fiscal year and workflow.
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Macro height: allow adjusting the iframe height of the board when inserted in the Confluence pages.
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Privacy: let you choose between Public and Private modes so the board can be seen and accessed by other members.
When creating a new board, you can choose to enable the Jira integration. This helps sync the ConfluPlan board with your Jira spaces.
You can always change these settings after creating the board.