Board Screens

You can add a Board Screen over any of the Tables in your Project. This Screen type is useful for when you would like to get an at-a-glance view of your Records, by grouping them into columns and rows. Some examples include:

  • To Do List

    Group your tasks into columns for To Do, In Progress & Done

  • Opportunities Workflow

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

  • Roadmap Planning

    Group features to develop by delivery phase and delivery team

For more ideas and examples, see our Board Tutorials.

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You can create as many Boards as you like in your Project, and you can create multiple Boards for the same Table to allow you to get different views of the same data.

Creating Board Screens

Board Screens are created using the Screen Editor. Start by selecting Edit This Screen in the bottom left hand corner, then select Add New Screen.

Select Board (Kanban) and give the Screen a name, then click Add.

You will then be guided through the process of of creating a Board.

Firstly, select the Table that you Board should show Records from. Then click the Next button.

Choosing Table for Board

The next step is to choose how these Records should be grouped into columns.

The Records in the Table can be grouped by a Field of one of the following types:

Option Details Example
List The value in a list field Group opportunities by the status field
User The value in a user field Group contacts by the owner field
Group The Group of the value in a user field Group orders by the group that the owner belongs to
Parents The parent of the record Group contacts by their parent company

Select the appropriate Field from the list and click Next.

Choose columns for Board

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The Board preview in the background will update as you choose the configuration options. You can look at this in more detail by clicking Minimise Settings.

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.

Specify Fields to show on Board Cards

You can save your new Board screen by clicking the Save button.

Save new Board

To take a look at your Board in action, click Back to Project.

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Once you have created a Board Screen for a Table, you may wish to hide the standard Table screen. Simply click the eye icon in the left hand navigation menu to toggle the Screen visibility.

Additional Board Settings

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

Optional Steps on 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.

NOTE

If you have also divided your Board into rows, a total will be shown for each column and row combination.

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.

Search Fields for Board

Card Colors

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

Select a List, User or Group Field to control the color 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 Screens

Board Screens can be amended at any time using the Screen Editor. Simply select the Screen to amend and make any changes that are needed. Click the Save button once you are happy with the changes. These will take effect immediately for your users.

Editing Board

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.

Renaming a Board

To change the name of one of your Boards, click Edit This Screen after selecting the Board from the left hand navigation menu.

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.

Renaming Board

Deleting Board Screens

To delete a Board Screen, select the Board that you would like to delete from the left hand navigation bar and click Edit This Screen.

Click the Delete button in the settings panel. Confirm the action by clicking Delete again.

Deleting a Board

NOTE

Deleting a Board cannot be undone.