Difference between revisions of "Quick Start"

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In order to start using Easyboards®, you will have to do some preliminary steps.
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In order to start using EasyBoards®, you just need to perform these easy steps.
  
== Create users ==
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== 1 - Create users ==
 
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With the upper menu, go to '''''Users & Groups Management''''' and create, update the needed ''users''.
With the left menu, go to '''''Users & Groups Management / Users Management''''' and create, update ''users'' information.
 
 
For practical information on how to create and update ''users'', see [[Users & Groups]] page in this wiki.
 
For practical information on how to create and update ''users'', see [[Users & Groups]] page in this wiki.
  
== Create groups ==
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== 2 - Create a board ==
 
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Create your first ''board'' and invite users as members in it. See [[Boards]] section in this documentation for more details.
You may decide to update ''groups'' or to create new ones. To do this, use the left menu entry '''''Users & Groups Management / Users Management'''''. Remember that ''groups'' can be assigned to one of the four profiles available in the managed processes and that the profiles determine the privileges when performing Easyboards® process tasks.
 
For practical information on how to create and update ''groups'', see [[Users & Groups]] page in this wiki.
 
 
 
== Finalize application settings ==
 
 
 
Review and update the available application settings which allow you to customize some key behaviours of Easyboards®.
 
For more information on the available application settings and on how to update them, see [[Settings]] page in this wiki.
 
  
You need to complete the steps above before being able to fully benefit of Easyboards® features to manage your privacy and GDPR compliance. The order of the steps doesn't really matter, although you may find comfortable to follow the one suggested above.
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== 3 - Manage cards ==
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Start to manage ''cards'' in your ''board''. See [[Cards]] section in this documentation for more details.

Latest revision as of 14:55, 18 July 2021

In order to start using EasyBoards®, you just need to perform these easy steps.

1 - Create users

With the upper menu, go to Users & Groups Management and create, update the needed users. For practical information on how to create and update users, see Users & Groups page in this wiki.

2 - Create a board

Create your first board and invite users as members in it. See Boards section in this documentation for more details.

3 - Manage cards

Start to manage cards in your board. See Cards section in this documentation for more details.