- Knowledge Base
- Offices
- Boards
- Office board settings
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
Office board settings
What are board settings
Board settings allow you to manage specific parameters for the agile board by using defined tools. You can decide how tasks are added to your board, list offices, and define who can view and use the board. Depending on your access rights, you can set up board behavior options.
How to customize and configure the settings of a board
Board settings allow you to customize processes and information related to an individual board. You can customize and configure the General Board, Kanban, and Personal settings.
To configure the settings of a board, go to the Offices Module and click the Boards tab in the office page.
Click on the board you want to edit. If a default board has been set, it will pop up first.
Click the Settings tab.
Click Board on the left-hand side of the Settings window. It will then display General Board Information and Additional Board Information. From here you can view the Board Name, a predefined Board Key, and a predefined Board Template. The Board Leader can be changed. You can also select the default reporter of this board by typing a name into the input field. You can specify the version's start date, end date, and release date. A color picker allows you to assign a color to this board.
Note! The Board Key and Board Template are predefined and cannot be edited.
Additional Board Information can be customized by turning Time Tracking, Location, and Conversations on and off.
When finished, click Save.
Click Kanban on the left-hand side of the Settings window. The Settings window will display the General Kanban Settings, which can be turned on and off. This includes the options of Highlight Priority Tasks, Highlight Tasks, Image Preview, and Add Checklists.
When finished, click Save.
Click Personal on the left-hand side of the Settings window. You can activate the Personal View, which will highlight tickets that have been assigned to you.
When finished, click Save.
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