Get Started

Step 1: Create your organization

Visit https://app.loopboard.io/sign-up and enter your email to get started. Check your inbox, open the email from Loopboard, and click on "Continue Registration" to create your account, and setup your organization.

Step 2: Setup your workflows

Go to workflows page by clicking the Workflows button in the left menu. Click the Create workflow + button located in the top-right of the page.

Click the + Add Step option and give your workflow step a name. Drag and drop to place the step anywhere you want.

Step 3: Add custom fields to your workflows

The first is to click the settings button in the top right of your workflow view.

Click the Configure Item option.

To add a custom field to your workflow, drag and drop the desired field type from the left panel to the right.

Once added, click on the field in order to setup the field's configuration in the right panel.

Save your changes

Check our Automations and Integrations section to boost your proccess workflows.

Step 4: Invite your teammates to Loopboard

Loopboard is a collaborations tool.

Invite teammates to Loopboard by clicking the Users button in the left menu.

Once invited, add your teammates to each board by clicking the Add Contributor button in the top-right corner of your workflow view. Type your teammate's name and click.

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