---
title: Onboarding Your First Board
description: "When you first install FluentBoards, you'll be guided through the onboarding process to set up your first board. ## **Creating Your First Board** To begin, you'll need to create your initial board by providing a **Name** and **Description**. Once done,…"
url: "https://fluentboards.com/docs/onboarding-board/"
updated: "2024-06-03"
category: Getting Started
---

# Onboarding Your First Board

When you first install FluentBoards, you'll be guided through the onboarding process to set up your first board.

## **Creating Your First Board**

To begin, you'll need to create your initial board by providing a **Name** and **Description**. Once done, click on the **Next Step** button to proceed.

![onboarding of fluent boards ](https://fluentboards.com/wp-content/uploads/2024/05/Onboarding-of-Fluent-Boards--scaled.webp)

## **Customizing Stages**

By default, FluentBoards provides three stages: **Open, In Progress,**and**Completed**. If you require additional stages, simply click on the **Add Stage** button.

Conversely, you can delete any default stages by clicking on the **Delete** icon button next to them. Click on **Next** **Step** once you've customized your stages.

![onboarding board stage](https://fluentboards.com/wp-content/uploads/2024/05/Onboarding-Board-Stage-scaled.webp)

## **Adding Task **

Finally, if you wish to add tasks to your board, you can do so here. Simply give your task a title and click on the **Create Board & Add Task** button.

Alternatively, if you prefer not to add tasks at this time, you can **Skip this Step**.

![onboarding board task ](https://fluentboards.com/wp-content/uploads/2024/05/OnBoarding-Board-Task--scaled.webp)

Following that, you'll gain access to your boards, where you can organize various elements, including the association of **FluentCRM**contacts.

This simple onboarding process ensures that you can quickly set up your Boards and begin organizing your Tasks efficiently.