How to set up project boards in Layer UI

Estimated time: 15 minutes · 6 steps

Project boards are the operating system of any in-flight team. This guide gets you from zero to a working kanban + sprint setup in 15 minutes.

1. Step 1

   Create a project

   From the Tasks module, click 'New project'. Pick a template (Software, Marketing, Generic) or start blank.

2. Step 2

   Set up columns

   Default columns: Backlog, This Week, In Progress, Review, Done. Adjust to your team's workflow — 3–5 columns is the sweet spot.

3. Step 3

   Generate tasks from notes

   Paste meeting notes into the project's 'AI task generator'. Layer UI extracts action items, assigns owners (where mentioned), and creates tasks with due dates.

4. Step 4

   Enable sprints

   Click 'Enable sprints' to add a sprint cycle (default: 2 weeks). Drag tasks into the active sprint to commit; tasks left out roll to the backlog.

5. Step 5

   Link to CRM

   If a project relates to a customer (an onboarding, a custom build), link it to the CRM contact/deal record. The link goes both directions.

6. Step 6

   Add an AI weekly project digest

   Turn on 'AI weekly digest' for the project — Layer UI rolls up progress, blockers, and at-risk tasks every Friday.