Boards

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.

Video tutorial on using boards.

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).

Video tutorial on using boards.

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

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.

Boards commands

Several commands are available for a board. They can be launched using the board toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

Command	Use
Back to List	This command enable to leave the board and return to the EasyBoards® home page.
Auto Feed View	This allow to choose the auto feed view. This feature is available with the Enterprise license only.
Create Lane	This allows to add a lane in the board. More information in Boards layout management
Generate Lanes	This command allows to generate automatically lanes based on an existing workflow. This feature is available with the Enterprise license only.
Options	This enables the management of settings for the board. More information available in Boards settings.
Members	This command allows to invite members to the board and to set privileges for them. More information available in Boards members and privileges.
Feed	This command allows to generate automatically cards based on an existing workflow. This feature is available with the Enterprise license only.
Collapse All	This command collapses all the lanes in the board.
Expand All	This command expands all the lanes in the board..
Visibility	This commands allows to hide/show the top lanes of the board (and their sub-lanes). Specific lanes can be selected.
Filter	It allows to filter the cards in the board. Use Filter Term to set the search words, Highlight to highlight the matching cards but show all the others too, Show Only to show only the matching cards, Off to disable filter mode.
Search	It activates the search functionality that allows to find cards matching given words. The functionality lists the matching cards and allows either to open them or to locate them on the board/lane where they are positioned.
Archive	TBD.
Repository	TBD.
Reports	TBD.
Targets	TBD.
Reset	TBD.
Chats	TBD.
Back to List	TBD.
Send	TBD.
Receive	TBD.