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Create a Board

To create a new Board, first navigate to the Boards section via the left navigation bar, then:

  • Click the blue Board picker near the top left corner of the page.

  • In the resulting drop-down menu, click "Create Board."



In the resulting window:

  • Enter the new Board's name in the "Title" field.

  • (**Optional**) Add a description. The description will appear when users hover over the Board's name in the Board picker.

  • Choose a layout. You can pick between:

    • One column - The column will take up the full width of the Board.

    • Two columns (1/2, 1/2) - Each column will take up half the Board.

    • Two columns (1/3, 2/3) - The left column will only take up one-third of the Board; the right column will cover the remaining two-thirds.

    • Two columns (2/3, 1/3) - The left columns will take up two-thirds of the Board; the left column will only cover the remaining one-third.

    • Three columns - Each column will take up one-third of the Board.

    • Four columns - Each column will take up one-fourth of the Board.

    • Five columns - Each column will take up one-fifth of the Board.

  • (**Optional**) Assign the Board a 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. 

  • 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.

  • Check "Show Board Filter" if you want to add a global item filter option to this Board.

    Checking this box will add a global filter option to the Board that allows users to filter every item-based Card on a Board - i.e. Item List Cards, Improvement and Project Curve Report Cards, Impact Report Cards, and Attribute Summary Report Cards - at once.

    Once this box is checked, a filter icon - 2018-11-16_15_55_46-KaiNexus_-_New_Widget.png - 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 2018-01-29_1254.png.

  • 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.

    NOTE: If you do not have the "Global Board Administrator" or "Restricted Board Administrator" permissions, you will be unable to make this Board private or make use of the following settings.


If the Board is public, you'll see more optional fields:

  • Check the box next to "Wallboard User" to allow this Board to be seen by Wallboard users.

  • Check the box next to "Frontline User" to allow this Board to be seen by Frontline users.

  • Public Boards can be nested in a folder structure. 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.

  • 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: Global Board Administrators can access any public Board so long as they have a direct link to it, regardless of whether they're included in this field.

  • Add people to the "Owner(s)" field if you want them to be able to add and edit Cards.

  • 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.

  • Click Create.png.

 Check out this support page for information on adding Cards to your new Board.


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