Boards

Create a Board

Two Line OfieNOTE: This action can only be performed by Users with a System Role that grants them the Create Board permission. Users without this advanced permission will not see the option to create a Board.

How do I create a new Board?

To create a new Board:

  • Select the Boards section from the Navigation Bar at the top of the app.
  • In the resulting drop-down menu, select Create Board.
  • In the resulting New Board window, fill in the relevant information. See details about each section of the New Board window below. 
  • Select Create to create your new Board! Or, select Cancel to discard the new Board and close the Create Board window.

What can I customize when I create a new Board?

The New Board window has information organized into three categories: General Info, Layout, and Public.

General Info

  • Title: Enter the new Board's name in the "Title" field.
  • Description (optional): Add an optional description. The description will appear when users hover over the Board's name in the Board picker.
  • Rank (optional): Assign the Board an optional rank. The rank helps determine the order in which Boards appear in the Board picker.
    • Private Boards are at the top of the list and public Boards at the bottom.
    • Within those subsets, Boards with a lower rank (e.g. 1) will be towards the top and those with higher ranks (e.g. 10) will be towards the bottom.
    • If multiple Boards share the same rank, they appear in alphabetical order relative to each other. 
  • Nest Under (optional): Select the Board under which you would like to nest this Board in the "Nest Under" field or leave it blank if this should be a top-level Board.
  • Owner: By default, the User creating the Board will be the Owner of the new Board. Add additional Users to the "Owner(s)" field if you want them to be able to add and edit Cards.

Layout

  • Sections: Select the number of Sections that will appear on your Board. Your Board can have a maximum of five Sections.
  • Section Layout: Edit the Layout for each Section. You can pick between:
    • One Column - The column will take up the full width of the Board.
    • Two Columns (½ , ½) - Each column will take up half the Board.
    • Two Columns (⅓ , ⅔) - The left column will only take up one-third of the Board; the right column will cover the remaining two-thirds.
    • Two Columns (⅔ , ⅓) - The left columns will take up two-thirds of the Board; the left column will only cover the remaining one-third.
    • Three Columns (⅓ , ⅓ , ⅓) - Each column will take up one-third of the Board.
    • Three Columns (¼ , ¼ , ½) - The left column will take up one-fourth of the Board, the middle column will take up one-fourth of the Board, and the right column will take up one half of the Board.
    • Three Columns (¼ , ½ , ¼) - The left column will take up one-fourth of the Board, the middle column will take up one-half of the Board, and the right column will take up one-fourth of the Board.
    • Three Columns (½ , ¼ , ¼) - The left column will take up one-half of the Board, the middle column will take up one-fourth of the Board, and the right column will take up one-fourth of the Board.
    • Four Columns - Each column will take up ¼ of the Board.
    • Five Columns - Each column will take up ⅕ of the Board
    • Six Columns - Each column will take up ⅙ of the Board.
  • Show Location Filter: Check "Show Location Filter" if you want to be able to filter the entire Board by Location. Doing so will add a Network diagram to the left side of the Board; clicking any of those Locations will filter every Card by that Location.
    • Once this box is checked, two more options will appear:
      • Enter the Location(s) to which the Location filter will initially default in the "Default Location(s)" field.
      • Check the box next to "Location & Below" to include items and people from Locations nested under the filtering Location.
  • Show Board Filter: Check the "Show Board Filter" box to add a global filter option to the Board that allows Users to filter every Item-based Card on a Board at once (such as Item List Cards, Item Curve Report Cards, Impact Report Cards, and Attribute Summary Report Cards).
    • Once this box is checked, a filter icon - Advanced Filters (none applied) - will appear. Click this option if you want to add default filters to the Board that will be automatically applied every time a User views the Board.
      • In the resulting window, add any filters you’d like to apply to the Board, then click Save & Apply.

Public

Two Line OfieNOTE: If you do not have a System Role that grants you the Board Administrator advanced permission, you will be unable to make this Board private or make use of the following settings.

  • Make Public: Check "Make Public" to make the Board accessible to other Users; leave it unchecked if you want to be the only person who can access it.
    • Once this box is checked, more options will appear:
      • Board User: Check the box next to "Board User" to allow this Board to be seen by Wallboard Users.
      • Restrict Viewing to: Public Boards are visible to the entire organization unless you restrict their visibility. To limit the visibility of this Board to specific people, everyone with a certain Role, or everyone in a Network Location, enter those qualifiers in the "Restrict Viewing to" field.
        • NOTE: Board Administrators that can edit any Board can access any public Board so long as they have a direct link to it, regardless of whether they're included in this field.
      • Editor(s): Add people to the "Editor(s)" if you want them to be able to edit Cards on the Board, even if they don't have the Board Administrator permission. 
        • NOTE: Board Administrators that can edit any Board can still edit this Board regardless of whether they're included in this field.
      • Subscriber(s): Add people to the "Subscriber(s)" if you want a link to the Board to be included in each of their subscription emails. You can add individuals by name or add everyone with a certain Role or everyone in a certain Location.
        • People you subscribe can unsubscribe themselves at any time.
      • Board Location(s): Add Locations if you want Users with the Board Administrator permission in those Locations to have the ability to edit this Board.

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