How to create a Board?

There are two ways a board can be created.

The first way is to start by clicking on the plus icon in the top right corner. From a drop-down menu you choose “Add Board”.

 

 

The second way of creating a board is to first hover over the left sidebar and then hover over “Boards”. Click on the “Create Board” button at the end of the list.

 

 

In both cases a sidebar will open.

 

 

Here you can choose of you want to use one of the templates in creating the board, name the board, describe what it’s about, add members and set a board manager.

By scrolling down and clicking on the “+” icon you can also add the start date, due date, status, category, client, budget and set up a ticketing account.

 

After you’re finishe with adding the information, you can create your project by pressing either “Create” or “Create and Open”. If you select “Create and Open” you will be sent directly to the new board, no matter which board or task you were currently viewing.

How to choose a favorite board?

A favorite board is chosen by pressing the star icon in the top left corner. It will appear at top of all of your other boards and you will have quicker access to it.

 

How to sort boards?

There are several different options available for sorting boards.

 

 

If we press the arrows next to “Responsible” we will see boards sorted by alphabetical or reverse alphabetical order by the name of the person responsible.

 

 

 

If we press the arrows next to “Board name” we will see boards sorted by alphabetical or reverse alphabetical order by their name.

 

 

If we press the arrows next to “Email account” we will see boards sorted by alphabetical or reverse alphabetical order by the email account.

 

 

If we press the arrows next to “Start Date” we will see boards sorted by the most recent or by the earliest start dates.

 

 

If we press the arrows next to “Client” we will see boards sorted by alphabetical or reverse alphabetical order by the client name.

 

 

If we press the arrows next to “Stage” we will see boards sorted by the number of stages.

 

 

If we press the arrows next to “Status” we will see boards sorted starting from “Done”, followed by “In progress”, then “New” and ending with “Paused”. If we press them again, the boards will be sorted in a reverse way.

 

 

If we press the arrows next to “End Date” we will see boards sorted by the most recent or by the earliest end dates.

 

How to delete a Board?

To delete a project, access the Boards Overview. Here you can see your list of all of your boards. Start by finding the board you want to delete.

 

 

To send your project to “Trash” click on the trashcan icon. Boards can be recovered from “Trash”, if needed.

 

 

To finally delete your board, first click on “Trash”.

 

 

You will see a list of all boards that were sent here. Locate the board you wish to delete.

 

 

To finally delete a board, click on the “x” button in the “Finally delete” column. After this, your board can’t be recovered.

 

 

If you reconsider, you can move your board from “Trash” back to the list of active boards. This is done by clicking on the “Move back” arrows.

 

How to create a Stage in a Board?

The first way to add a stage is by simply clicking on the “ADD A STAGE” field, as shown below. After you are done naming the stage, press “Create”.

 

 

If this field is not visible to you, scroll to the right.

The second way of adding a stage is by clicking on the plus icon in the top right corner.

 

 

After you click on the icon, select “Add stage”.

 

 

When you have done this, a sidebar will appear. Here you can name the stage and select to which board it relates to. This way you can add a stage to a board, without accessing it.

 

 

After you have completed all of this, you can create your stage by pressing either “Create” or “Create and Open”. If you select “Create and Open” you will be sent directly to the project where your stage is, no matter which project or task you were currently viewing.

Documents Module Overview

The Documents Module is accessed by hovering over the left sidebar and clicking on the section “Documents”.

 

 

Here you have your documents divided onto documents related to Projects and documents related to Employees.

 

 

You also have a toolbar that makes it easier to search for specific files. You can filter them by file type, date added and by who uploaded the file. In the “What do you need?” search box we can search files by their name.

 

 

On the right side there is a sidebar which helps you have a better overview of all files and makes it easier to explore them. It consists of the “Explore” and the “Overview” section.

 

 

 

The “Explore” section gives you the trajectory that leads you to the file and makes accessing other folders quicker.

 

 

The “Overview” section shows you the folder details and the description of the project where the file was attached.