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

To add a new Board View, open up the Create menu in the bottom left corner and choose the Board option.

Enter a name for your new Board View and click the next arrow.

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

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

Next, 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.

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

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.

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

To take a look at your Board in action, click Back to Project or Exit View Editor.

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.

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 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 Views

Board Screens can be amended at any time.

Click Edit Current View when you are looking at the Board. Alternatively, open the View menu and click Edit.

Make any changes that are needed and then click the Save button. 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 Screens

To delete a Board Screen, open the View Menu for the Board and select Delete. Confirm the action by clicking Delete again.

Alternatively, select the Board View in the navigation bar and click Edit Current View.

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