Board Views

Board Views allow you to get an at-a-glance look at your Records, by grouping them into columns and rows. Board Views may be useful for:

• To Do List

  Group your tasks into columns to track what is To Do, In Progress and Done

• Opportunity Tracking

  Show the progress of each of your sales opportunities, grouping by their status and sales region

• Roadmap Planning

  Group features to develop by delivery phase and delivery team

For more ideas and examples, see our Board Tutorials.

Creating Board Views

1. Open the Create menu in the bottom left hand corner

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You can use Ctrl + \ to open the Create menu if it is currently collapsed.

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1. Click Board
2. Enter a name for the Board View
3. Click the next arrow

You will now be guided through the steps to configure your new Board.

1. Choose the Table that your Board should show Records from, then click Next

2. Choose which columns your Records should be grouped into

   The Records in the Table can be grouped by a Field of one of the following Types: List, User, User Group or linked Parent

   Select the appropriate Field from the list and click Next.

   Alternatively, you can create a new List Field to group by by selecting the Create New option

3. Finally, choose the information that should show about each Record by specifying the Fields that should be shown on a Board card

   Drag the fields from the Available Fields column into the Card Fields column, then click Next

4. Click Save

Additional Board Settings

To customise your Board further, take a look at the additional settings available in the Optional Steps section of the Board configuration.

Card Icon

You can choose an icon to show on each of the Board cards. This can be an Icon Field from the Table, or alternatively you can show the initials of any User Field from the Table.

Column Total

It may be useful to see the total value of records in a column. For example, if you have a Board of sales opportunities, you can show the total value of opportunities in each of the stages.

Select a number or money field in the Column Total section.

Search Fields

When your Users are using the Board, they can search for records and filter the Board. Use the Search Fields section to specify which Fields a User can filter by.

Drag the Fields from the Available Fields section to the Search Form section.

Card Colours

The Board cards can be colour coded to help your users understand the data at a glance.

Select a List, User or Group Field to control the colour which is applied to each card.

Row Settings

A Board can be divided into rows as well as columns. You can specify which Field to group the Records by in the Row Settings section.

The Records can be grouped by a List Field, a User Field, a Group Field, or by Parent.

Updating Board Views

1. Navigate to the Board that you wish to edit
2. Open the Create menu in the bottom left hand corner

3. Click Edit Current View

   Alternatively open the View menu and click Edit

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You can use Ctrl + space to open the View Editor.

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1. Make any changes that are needed
2. Click Save

Changes will take effect immediately for your users.

Renaming a Board

To change the name of one of your Boards, click on the Board name at the top of the settings panel. Make any changes you need and then click Confirm. Click Save to publish the changes.

Updating a Board when using a Board

If you need to make quick changes to a Board whilst you are using it, provided the Board has been grouped by a List Field, you can:

• Rename an existing list item by clicking into the column title
• Add a new list item using the Add New Column button
• Remove an existing list item by using the Delete Column item in the column settings menu
• Reorder list items by dragging and dropping the columns.

Also, if the board has been color coded by the List Item, you can choose a new color for a list item using the color square in the column header.

Deleting Board Views

1. Select the Board that you would like to delete from the left hand navigation menu
2. Open the Create menu in the bottom left hand corner
3. Click Edit Current View
4. Click Delete in the bottom right hand corner
5. Confirm the action by clicking Delete again

Alternatively, you can delete a Board using the View menu

1. Open the View menu for the Board you wish to delete
2. Click Delete
3. Confirm the action by clicking Delete again