Creating a Board from Scratch in Ontraccr

🛠️ Creating a Board from Scratch in Ontraccr
 

Overview

Boards in Ontraccr are customizable spaces to manage any kind of workflow — from project tracking to HR to procurement. If you want full control over the layout, statuses, and card design, you can create a board from scratch instead of using a template.

🎯 When to Use This

Use this method when:

• You need a custom workflow that doesn’t match a default template
• You want to define your own statuses (columns) and card design
• You need the board to be tied to a specific division in your company

🧩 How to Create a Board from Scratch

1. Click the ➕ Plus Icon next to the board title
   This opens the board creation panel.
2. Fill in the required fields:
   
   • Board Title: Enter a name for your board (e.g., “Site Equipment Tracker”).
   • Division: Select one or more divisions this board will belong to.
     • Note: If your company doesn't use divisions, it will default to the main division.
   • Card Type: Select a card design (e.g., “Job Candidate,” “Project Tracker,” “Project Bid”).
     • This determines the fields/questions inside each card.
     • If no card design exists, or you’d like to create a new one for a board please refer to this article
3. Define Statuses (Columns) (Optional) 
   
   • Type a status name and hit Enter.
   • Add as many as you need (e.g., "New", "In Progress", "Complete").
   • These statuses will appear as columns in the board layout.
4. Click “Submit.”
   Your board will be created and accessible from the board list.

✅ Example Use Case

Let’s say you're building a custom HR Onboarding Tracker:

• Title: "HR Onboarding"
• Division: "Human Resources"
• Card Type: "Job Candidate"
• Statuses: “Orientation Scheduled,” “Training in Progress,” “Certifications Complete,” “Ready for Deployment”

This gives you a board tailored to your onboarding flow with relevant fields and stages.

🧠 Tips & Edge Cases

• You can always edit statuses or board settings later if you change your mind.
• The card design you pick is locked in for that board — choose one that suits your workflow.
• If you're not sure which card type to use, check with your Ontraccr admin or review existing templates for inspiration.