How to Manage Boards

You can now manage all of your Boards within KaiNexus. This allows you to view all of your public and private Boards at a high level and easily visualize how all of your Boards are nested in a Tree View-like structure. 

Accessing the Manage Boards window

To Manage Boards:

• Make sure you are in the Boards section .
  
  
• Click the blue picker in the top left corner where it displays the name of the current Board you are on to open up the Board drop-down menu.
  
  
• At the bottom of the Board drop-down menu, click .

• In the resulting window:
  
  
• In the top left, you can toggle between viewing your Public and Private Boards by clicking on the or , respectively.
  
  
• You can search for a Board by typing in the Search bar at the top.
  
  
• Clicking the or will collapse or expand all of the Boards nested underneath the top level Boards.
  
  
• In the top right corner, clicking the will give you a drop-down of additional options.
  
  
  • Clicking will allow you to make bulk changes to your Boards.
    
    
  • Clicking will refresh the Board list to reflect any new changes or updates that were made. 
    
    

• You can view all the different types of Boards in your system. Each Board is associated with a specific icon.
  
  
• : Public Boards that are visible by every User in the system.
  
  
• : Public Boards that are visibly restricted to a certain User(s), Role(s), and/or Network Location(s) in the system.
  
  
• : Private Boards that are only visible to you in the system.
  
  
• : Boards that are hidden from visibility in the drop-down menu in the system.
  
  
• Clicking on the name of the Board will take you to that Board.
  
  
• Clicking the or the will collapse or expand the Board(s) nested beneath that Board, respectively.
  
  
• Hovering over each of the Boards will give you additional options that you can do to the Board.
  
  
• Clicking on the on the right will give you a drop-down menu where you can then:
  
  
  • Click to edit the Board.
    
    
  • Click to copy the Board.
    
    
  • Click to share the Board.
    
    
  • Click to make the Board your default Board.
    
    
  • Click or to have the Board appear at the top level or have it returned to its originating place in the Board tree structure, respectively.
    
    
  • Click or to have the Board not appear in the Board drop-down picker or have it show in the Board drop-down picker, respectively.
    
    
  • Click to delete the Board.
  
  

  NOTE: You only have all of these options on Boards that you have permission to edit.

  
  
• To exit the window, click in the top right corner.