How-To Guide

Create Board

A board is only an integrated view of sheets and visuals. Hence, only sheets and snippets existing in the same functional area as the board can be added. Apart from that, shapes and editable text boxes can also be added to the board. Follow the steps below to create board:

Step 1 : Go to any existing Functional Area and click add button, from the list, user should select the Board option at the bottom of the list.

Step 2 : Enter a Board Name and Title. The Functional Area name should appear automatically. From the dropdown, choose the type of Board you want to create.

Step 3 : Click on the Create Board option on level 2 header.

Add Board Items

Step 1 : In the board, on clicking the edit mode from the level2 header, the user can add objects directly into the board. On clicking the add button, they will see 3 options: Snippet, Text or Shapes

• Snippet : will show all the Sheets and Snippets in same Functional Area, user can then choose from list to add it into board by checking the checkbox beside them and then clicking Okay. Added object will then be shown on the board and the list of objects will appear in Snippet List panel beside Board Details. Objects can also be added to board by clicking the Add Snippet button at the bottom of Snippet list panel.

• Text : will add a Text box to current Board directly. User can then edit the Text and choose different formatting for it. User can also embed a hyperlink to the text so that it can help in User Execution process with Board. The text editing option will appear on text selection as below:

• Shapes : User can add shape from the pre existing list of shapes.

Step 2 : After adding the Snippets or Text Box, user can resize the object and order them in any desired position. Existing object position will be adjusted automatically upon moving any objects.

Step 3 : Publish board again to save any changes made.

Delete Board Item

Step 1 : Click to switch to edit mode from the level2 header.

Step 2 : Following this step, an icon will appear on the top right of each object, click the to remove the object from board.

Step 3 : Publish board again to save the changes made.