Boards

Articles

Creating, Viewing and Editing Boards
To create a Board: Select the Configure icon in the top right corner.  Select +Page Item icon in the Left Navigation Area.  Select  New Board Select Create Type the name for the board in the Name field. Type the description for the boa...
Board Settings
To view and change settings go to the Administration  applications and select Boards  under the Resources  section. Board settings in Admistration In the Card template field, select the down arrow. The options appear as shown below. ...
Creating Records on a Board
To create a record on a Board: Select the Configure icon in the top right corner. In the Left Navigation Area, hover on the board you want and select the Configure icon. The menu appears. Select Board Properties . The Board Properties dialog ap...
Board Operations
You can create a new record for the object with the board if the property 'Show quick add' is enabled You can search for any record on the board using search box You can perform drag and drop between the columns on any value of the board and the...