Step 1: Navigate to All Boards
Start by logging into your Pabau account. Once you're in, click on ''Activities'' in the left sidebar menu to expand it, then select ''All boards''.
To start a new board, click the ''Create board'' button in the top right corner of the page.
A pop-up will appear where you'll need to complete the following:
- Board name
Enter a clear, descriptive name that reflects the workflow the board will hold (e.g., "Follow-Up Calls", "Consultation No-Shows", "Q4 Campaign Outreach"). - Privacy
Choose who is able to see the board:- Main - Visible to everyone in your clinic. Use this for shared team workflows.
- Private - Only you and the members you invite can access the board.
- Shareable - Anyone at your clinic who has the link can view the board. The link never grants access to anyone outside your clinic, and it never allows editing - see Activities Board Privacy, Members and Sharing.
- What are you managing in this board?
Select the type of record the board is built around: Activities, Leads, Clients, Tasks, Campaigns, or Custom. This determines what you'll be adding to the board and how the cards are displayed, so choose the option that matches the process you're setting up. Select Custom if none of the predefined types fit your workflow. - Invite users
This field appears only when you choose Private. Search for a colleague by name and select them, and repeat for each person you want to add. Invited members can view and edit the board; only you can change its privacy, its membership, or delete it.
Once you've filled in the details, click ''Create board'' to save it. If you'd like to discard your changes instead, click ''Cancel'' or the X in the top right of the pop-up.
Step 2: Start Building Your Workflow
Your new board will now appear under Your Boards on the Activities page. Open it to begin adding groups and activities, and it will be available to your team according to the privacy setting you selected.
NOTE: To learn how to create the activity types you'll be assigning within your boards, refer to this article. To learn more about working with activities in general, refer to this article.
How to Edit a Board
Open All boards, click the three dots on the board’s tile and choose Edit - or, from inside the board, open the … menu and choose Edit board. The same form opens with everything filled in; change what you need and click Save changes.
IMPORTANT: Moving a board to Private takes access away from everyone in your clinic who can see it at that moment. Pabau warns you and asks you to confirm with Make private. Anyone you have invited as a member keeps their access.
How to Delete a Board
Activities are never thrown away with a board, so Pabau asks where they should go first. Choose Delete from the tile’s three-dot menu, or Delete board from the … menu inside the board, then pick a group on another board to move the activities into and click Reassign & delete.
A board with no activities in it is deleted straight away - there is nothing to move. If you are deleting your only board and it does have activities, create another board with a group in it first, so the activities have somewhere to land.
By following these steps, you can create an activities board in your Pabau account and organise your team's work into a clear, shared workflow.
What’s next?
- How to Work an Activities Board - groups, items, statuses, filters and the Kanban view.
- Activities Board Privacy, Members and Sharing - who can view, edit and administer a board.
- Getting Started with Activities Boards - how the rest of the Activities menu fits together.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.