Boards & Cards

Boards and Cards - Getting Started

• An introduction to boards and cards
• Creating a new board
• Adding a card
• Adding information to cards

The Card Templates

• Pre-made card templates
• Adding and editing card templates
• Report cards
• Comparison cards
• Progress cards
• Tracking cards

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Sharing

• Your board sharing options
• Board sharing: Share a copy
• Board sharing: Share a 'Live' copy
• Board sharing: Sharing as read only
• Board sharing: Sharing with edit access
• Changing a recipient's access to a 'Live' board

Boards - Further Information

• Navigating your boards
• How to use 'Presentation Mode'
• Creating a folder for your boards
• How to resize and reposition cards on a board
• How to find a board
• How to delete a board

Cards - Further Information

• How to delete a card
• Customizing chart display on cards
• Creating an 'Actual vs Forecast' report
• Creating a Year vs Year report
• Displaying forecast data on a card
• Data display: Transactional or cumulative

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