Board Settings

To view and change settings go to the Administration applications and select Boards under the Resources section.

Board settings in Admistration

  1. In the Card template field, select the down arrow. The options appear as shown below.
    • All values & labels - Displays the values of all columns with their corresponding column name / label on the card
    • All values only - Displays the values of all columns but not the label
    • Name only - Displays only the value of the name column on the car
    • Name & description - Displays name and description on the card
    • Approvals - Displays the values for approver and owner on the card (if the report has those columns)
  2. Show column for: Single select choice field and the lookup field on the report are displayed as the options for the column on the board. The values of the selected column appears as the columns on the board.
    • For example, if a single select choice field 'State' has values as NSW, VIC, SA, WA, QLD, TAS, NT, ACT then these values appears as the columns on the board. An extra column 'Undefined' also appears as the first column by default on the board.
    • You can uncheck any value of the selected column for it not to appear on board.
  3. Show rows for: Single select choice field and the lookup field on the report are displayed as the options for the rows on the board. The values of the selected row appears as the rows on the board.
    • For example, if a single select choice field 'State' has values as NSW, VIC, SA, WA, QLD, TAS, NT, ACT then these values appears as the rows on the board. Data on the board are grouped under these values.
    • You can uncheck any value of the selected row for it not to appear on board.
  4. Use colours for: Single select choice field and the lookup field on the report are displayed as the options for the colours on the board. The values of the selected colour appears as the legend on the board.
  5. Select Save to save the setting.
  6. Select Close to close the Settings dialog.