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How do I assign actions to a personal board?

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 June 3rd, 2026

Within the Configuration tab, select My Configuration.

Then Personal action boards and select “Add Board”.

Your Board has been created.

The Board will now appear in your drop-down list

Select your Personal Board and then "Add Item" to create items to allocate against it

 

Enter your item data and “Save & Close”

The item will now appear on your Actions board

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