Boards

• Create a Board
  • Board Settings
  • Board Insights Panel
  • Add and Edit Columns
  • Add and Edit Sections
• Create a Template
• Delete a Board

Hoylu Boards help you organize Notes, Shapes, or even Tasks in a column-by-column basis. 

Create a Board

To add a Board to your Workspace:

1. Click on the plus button on the Toolbar
    
2. Review the Board Presets to find a structure that may fit your needs
    
3. Click and drag your selected Board Preset to a Page in the Workspace
    
4. Begin filling out the Board by dragging and dropping Notes, Shapes, Tasks, or other objects into the Columns

Don't forget to open the Column and move the Note to the different Sections within the Column to categorize your work further.

You can add however many Boards to one Workspace, but make sure you leave yourself and your participants room for the Board to grow downward and to the right.

Board Settings

Open the Board Settings by clicking on the three-dot menu next to the Board Title (found on the top left corner of the structure.

This is where you can control settings like:

• Board Title, Color, and Label
• Access Control
• Compact view of tickets
• Color coding of tickets
• Board Height
• Name Customizations
• Label Interactivity

Board Insights Panel

To review the scope of your work in the Board, click on the pie chart icon on the Board Title Bar to open the Board Insights.

Combine the filters with the arrows below the pie chart to review all the content in the Board's different Columns and Sections. 

Add and Edit Columns

Boards are comprised of Columns, which also break down into Sections so there can be more layers to the structure of the work for detailed planning and reporting. Open and close the Columns by clicking on the arrow to the left of each Column title; add new Columns by clicking on the plus button on the right side of the Board (it will have the same layout as the second-to-last Column). 

Control the Appearance of the Column and the Sections within it:

1. Click on the three dot menu on the right side of any of the collapsed Column title or on the Column Title bar of an open Column (illustrated in Figure 5.)
    
2. In the subsequent menu, click on Settings
    
3. Review the General Column Settings to edit the Column Color, Label or Description; the Element Placement settings to control if objects in the column will snap to grid, float freely, align to the top, or align to the bottom; and Column Sections to control the colors and labels of the Sections within that Column

Add and Edit Sections

You can further modify Columns by adding or removing Sections within each Column, all by clicking on the vertical three-dot menu. You can have a minimum of one Section and a maximum of eight Sections.

1. Open the Section Settings by clicking on the three-dot menu in any Section
    
2. Adjust the description
    
3. Type a number into the ticket limit field
    
4. Decide which Section will be the default when dropping an object into the closed Column

Create a Template

Once you have customized a Board to your desired parameters, you can save it as a template so it can be re-used multiple times in the same Workspace, without having to continue recreating it.

1. Click on the vertical three-dot menu on the Board Title Bar
    
2. Click on the Save as Template icon on the top right of the Board Settings window
    
3. Use the dropdown to either save your template as new or to overwrite an existing template
    
4. Click the Save button (the title of the template will be the title of your Board)

You can also use the copy button beside the Save as Template icon to copy and paste the Board into another Workspace. The content of the Board will not be copied too.

Delete a Board

1. Click on the vertical three-dot menu on the Board Title Bar
    
2. Click on Delete
    
3. Confirm that you would like to delete everything within the Board as well and then click the Remove button