What this article is for

This guide walks you through setting up your first Board in Aptly, helping you turn a real-world process into a clear, repeatable workflow.

By the end of this article, you’ll be able to:

• Understand what Boards are and when to use them
• Create a Board that matches your process
• Define stages and fields correctly
• Avoid common setup mistakes

What is a Board?

A Board represents a workflow in Aptly — such as renter leads, lease renewals maintenance requests, or move outs.

Boards are where:

• Work is tracked from start to finish
• Cards move through stages
• Tasks and automations are triggered

If work has steps and ownership, it belongs on a Board.

Step 1: Choose the right process

Before creating your board, answer:

• What triggers this workflow?
• When does it start?