Table of contents

1. Create, Update and Delete a Board

• Creating a board
• Updating a board
• Deleting a board

2. Create and edit the structure of a Board

• Adding columns
• Deleting a column
• Duplicating the structure of a Board
• Moving a column in a Board
• Modifying a column title

 

1. Create, Update and Delete a Board

Creating a board

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to Boards.

To create a new panel:

1. Hover over the Workflows menu.
2. Click Boards.
3. Click on Create a new boards.
4. Fill in the form.
5. Click on Create.

 

Updating a board

This feature is not enabled by default. If you wish to benefit from it, please do not hesitate to contact us.

This feature is reserved for application administrators and users who are members of a group with access to the boards.

To create a new board:

1. Hover over the Collaborative Spaces menu.
2. Click on Boards.
3. Click on the edit icon of the board of your choice.
4. Fill out the form.
5. Click Edit.

 

 

Deleting a board

This feature is not enabled by default. If you wish to benefit from it, please do not hesitate to contact us.

This feature is reserved for application administrators and users who are members of a group with access to the boards.

To delete a board:

1. Hover over the Collaborative spaces menu
2. Click on Boards.
3. Click on the delete icon of the board of your choice.
4. Click Delete.

 

2. Create and edit the structure of a Board

Adding columns

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to the boards.

To create a column :

1. Hover over the Workflows menu.
2. Click on Boards.
3. Select the boardof your choice.
4. Click on + Column.
5. Change the title of a column.
6. Move it to the desired position in the board.

Deleting a column

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to the Boards.

To move a column :

1. Hover over the Workflows menu.
2. Click on Boards.
3. Select the board of your choice.
4. Click on the context menu for the column, located at the top right.
5. Click Delete Column.
6. If necessary, press Delete.

 

Duplicating the structure of a Board

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to the board.

 

To duplicate the structure of a board :

1. Hover over the Workflows menu.
2. Click on Boards.
3. Click on the duplicate icon for the board of your choice.
4. Fill in the form.
5. Click on Duplicate.

 

Moving a column in a Board

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to the board.

To move a column :

1. Hover over the Workflows menu.
2. Click on Boards.
3. Select the board of your choice.
4. Click on the context menu for the column, located in the top right-hand corner.
5. Click on Move Column.
6. Select its new position.
7. Click on Move.

 

Modifying a column title

This feature is not activated by default. If you would like to take advantage of it, please contact us.

This feature is reserved for application administrators and users who are members of a group that has access to the boards.

To change the title of a column :

1. Hover over the Workflows menu.
2. Click on Boards.
3. Select the board of your choice.
4. Click on the column title you want to change.
5. Enter the required title.
6. Confirm with the Enter key or click outside the text box.