Information

  • In the upper area of a board, the board bar can be found within the Home Bar.

Project Title

Open board → Board bar

Information

  • Via the link on the project title, the project can be opened in the Projects panel.

Board Title

Information

  • By clicking on the board title, the title and the description of a board can be edited.
  • Furthermore, start and due dates can be added to the board and, if available, the custom fields of the board can be filled.

Procedure

  • Open board → Board bar
  • Click on the board title.
  • In the dialog box, edit/add the title and/or description of the board.
  • If needed, select start and due dates in the calendar and click Save.
  • If needed, edit the custom fields.
  • Click OK.

Details

  • The description of a board is displayed on the board card in the Boards panel.
  • The custom fields of a board are displayed in the board bar once a value is added.

Note

  • The settings described above can only be configured by board admins.

Favorites Star

Information

  • A board can be added to the favorites.

 Procedure

  • In the board bar, click on or click on the star on a board card in the Boards panel or in the Projects panel.
  • When a board has been added to the favorites, the favorites star changes to: .

Details

  • Favorite boards are displayed in the menu on the left.
  • In the Boards tab of the Projects panel, they are always displayed at the top in a separate Favorites area.
  • The number next to the star in the board bar (e.g. 2) indicates how many users have added the board to their favorites.
  • By clicking on the favorites star again, the board is removed from the favorites.

More information on favorites

Visibility Mode

Information

  • Boards can be defined as Private or Public.

Edit visibility mode

  • Open board → Board bar
  • Click Private or Public and select a mode.

Details

  • A private board is only visible and editable for assigned members.
  • A public board is visible for every logged-in user in the area Public Boards.
  • It can only be edited by board members.
  • Users can join public boards themselves, if needed.

Notes

  • The visibility of boards can only be changed by board admins.
  • By default, new boards are created as Private boards.

Chat

Open board → Board bar

Information

  • If the option is activated in the board menu, the button Chat is displayed in the board bar.
  • Board members can then access the board chat via the button.

More information on the board chat

Start and Due Date

Information

  • By clicking on the board title, start and due dates can be added for the board.

Procedure

  • Open board → Board bar
  • Click on the board title.
  • In the dialog box, select start and due dates in the calendar and click Save.
  • Click OK.

Details

  • The start and due dates of the board are displayed in the board bar.
    • In the Boards and Projects panels, a calendar symbol is displayed on the board card:

Custom Fields

Information

  • Further custom fields can be created for a board.
  • The fields are created in the Projects panel → Settings tab or in the board menu.
  • The fields can be edited by clicking the board title.
  • Once values are entered, the fields are displayed in the board bar.