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The Board

The Board shows all the work for your companies, from every coordinator, and the step each one is at.

Open the Board

  1. Click Board in the menu on the left.

    Close-up: the Board button

    The full screen. The red box shows the Board button.

  2. You will see columns. Each column is one step: Unassigned, Assigned, In Progress, Internal Review, Final Review, Done, Posted, Not Used and Open Queries.

    The Board with columns

  3. Some columns start thin. Click a thin column to open it.

  4. Cards with the same title are put together in a group. Click the small arrow on a group to open or close it.
  5. Click a card to open the full page of the requirement.

Three ways to look at the work

Close-up: the Status, People and Table buttons

  • Status: the columns (as above).
  • People: one row for each coordinator who asked for work.

    The People view

  • Table: a list, like a spreadsheet.

    The Table view

Find work

  1. Type in the Search... box at the top to find work by its title.
  2. Click Company to see only one company.

    Close-up: the Company button

  3. Click Filters to choose more.

    Close-up: the Filters button

  4. A panel opens on the right. Choose what you want, for example one Platform or one Coordinator. Then click Apply.

    The Filters panel. The red boxes show the panel and the Apply button.

  5. Click Clear at the top to show all work again.

Old finished work

Finished, posted and not used work older than 30 days is hidden. Use the box Done / Posted / Not Used from the last at the top right to show 90 or 365 days.

Close-up: the box for how many days of finished work to show

The requirement page

Click a card to open its page. At the top you see the buttons you can use now. For example, on finished work: Edit, Mark as Posted and Not Used.

Close-up: the buttons at the top of a finished requirement

A requirement page