Difference between revisions of "Boards"
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To update settings press '''Update''' command. To discard, '''Cancel'''. | To update settings press '''Update''' command. To discard, '''Cancel'''. | ||
| − | == Boards privileges == | + | == Boards members and privileges == |
== Boards templates == | == Boards templates == | ||
Revision as of 13:44, 15 July 2021
Contents
Introduction to Boards
Boards are the key element managed in EasyBoards®. They can be used to manage activities and tasks.
Board creation
In this guide, you will learn how to create boards.
Boards can be created from templates or they can be created empty. To create a board you may use the + button in the boards window or access to the list of the "boards" (use menu Boards / Boards List) and use the + button.
Watch this short video tutorial to learn how to create a board from a template.
Boards layout management
Managing the layout of Boards very easy. In the following tutorial, you will learn how to create an empty board and how to manage its layout (adding lanes, moving lanes, removing lanes).
Types of lanes
Remember that lanes are of two types: composite lanes and card lanes. Composite lanes are lanes containing other lanes. Card lanes are lanes containing cards. Lanes can belong to one type only.
Composite lanes can have two layouts: Horizontal or Vertical. In Horizontal layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In Vertical layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).
Summary of the commands to manage the layout of lanes in a board
| Command | Use |
|---|---|
| Create a new lane in the board not contained in other lanes | This command is in the board toolbar and allows to add a lane to the board. Use this command to create a new lane in the board. The lane is placed as the last in the board vertically. |
| Create a new lane in a composite lane | This can be done by using the context menu of a lane. Recall the menu (use the three dots in the lane header, ...) and recall Create Lane menu item. |
| Change the position of a lane | This can be done by dragging and dropping the lane to be moved. Click on the lane (where the name of the lane is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the lane on the target lane to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the lane in the target position. |
| Remove a lane | This can be done by using the context menu of a lane. Recall the menu (use the three dots in the lane header, ...) and recall Remove menu item. |
| Rename a lane | This can be done by opening lane settings. Recall them by double clicking with the left mouse button the header of the lane (where the name of the lane is printed). Edit the Description field with the target name and press Save & Exit. |
For more information on lanes management, read Lanes.
Boards settings and commands
It is possible to access boards settings from the boards toolbar, by clicking the Options icon.
The following table, explains the available options. Remember that to access settings you need to have sufficient privileges.
| Option | Use |
|---|---|
| Name | This is the name of the board and can be changed. |
| Status | This is the status of the board and can be "Active" or "Inactive". "Inactive" boards can be edited having the privileges but cannot be viewed and used by boards members. |
| Category | TBD. |
| Board Auto Feed | This enables the board auto feed feature, available with Enterprise license only. |
To update settings press Update command. To discard, Cancel.
