How to Create and Use Boards in Hoicko – The Ultimate Workspace Guide

What is a Board in Hoicko?

In Hoicko, a Board is the core building block of your workspace. It is a flexible, customizable grid where you can organize tasks, data, projects, leads, or any information your team needs to track. Think of it as a supercharged spreadsheet combined with a project management tool — but with zero coding required.

Teams across India — from startups in Bangalore to enterprises in Delhi and SMBs in Udaipur — use Hoicko Boards to manage everything from daily to-dos to complex multi-phase projects.

Types of Board Views in Hoicko

Hoicko offers multiple ways to view your board data, depending on your workflow:

• Table View: The default view — a powerful grid similar to a spreadsheet, ideal for data management and task tracking.
• Kanban View: A visual card-based layout showing items grouped by status (e.g., To Do, In Progress, Done) — great for agile teams and project management.
• Calendar View: See tasks and deadlines displayed on a calendar — perfect for scheduling and timeline planning.
• Form View: Turn your board into a data collection form — ideal for capturing leads, support tickets, or survey responses.

How to Create a New Board

1. Log in to your Hoicko workspace.
2. In the left sidebar, click "+ New Board" or the "Add" button next to your workspace name.
3. Enter a descriptive board name (e.g., "Q3 Marketing Campaign", "Client Onboarding Tracker", "HR Leave Requests").
4. Choose your preferred view type: Table, Kanban, Calendar, or Form.
5. Click "Create".

How to Add Columns to a Board

Columns define the type of information tracked on your board. Hoicko supports many column types:

• Text: For names, notes, or descriptions.
• Number: For quantities, scores, or budgets.
• Status: A dropdown with custom labels (e.g., Not Started, In Progress, Done).
• Date: For deadlines, due dates, or milestones.
• Person: Assign items to team members.
• Dropdown/Select: Choose from predefined options.
• Checkbox: For simple yes/no tracking.
• Link/URL: Attach external references.

To add a column, click the "+" button at the top right of your board columns and choose the column type.

How to Add Items (Rows) to a Board

1. Click "+ Add Item" or "New Row" at the bottom of your board.
2. Enter the item name in the first column.
3. Fill in the other columns: assign an owner, set a due date, choose a status, etc.
4. Click into the item for a detailed view where you can add sub-items, notes, attachments, and comments.

How to Filter, Sort, and Group Board Data

Hoicko makes it easy to find the right information quickly:

• Filter: Show only items that match specific criteria (e.g., only items assigned to "Rahul" or with status "Overdue").
• Sort: Reorder items by any column (e.g., sort by due date, priority, or alphabetical order).
• Group: Cluster items by a column value (e.g., group by status, assignee, or department).

How to Share a Board with Your Team

1. Open the board you want to share.
2. Click the "Share" or "Invite" option in the board settings.
3. Add team members by name or email.
4. Set their access level: View only, Edit, or Full Access.
5. Team members will see the board in their workspace sidebar.

Board Best Practices for Teams

• Give boards clear, specific names — avoid vague names like "Board 1".
• Standardize your status column values across all boards for consistency.
• Use sub-items for breaking down complex tasks into actionable steps.
• Set up automations on your board to handle routine updates automatically.
• Archive completed boards regularly to keep your workspace clean and focused.
• Use color-coded statuses for quick visual scanning — red for overdue, green for done.

Popular Board Templates in Hoicko

Hoicko offers ready-to-use board templates for common business scenarios:

• Project Management Board
• CRM & Sales Pipeline Board
• HR & Recruitment Tracker
• Content Calendar
• Bug Tracker / IT Helpdesk
• Event Planning Board
• Inventory Management Board
• Client Onboarding Checklist

Need Help with Boards?

If you have questions about creating or managing boards, contact the Hoicko support team:

• Email: Hello@hoicko.ai
• Phone: +91-9928122460
• Chat: Available on help.hoicko.ai