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Boards & Cards

Learn how to use our flexible and powerful dashboards and 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
See all 11 articles

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
See all 14 articles
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