What is a Board?
A Board in our system is a customizable template where users can create and manage their own tables.
Think of it as a space where users can organize their data according to their needs.
Users can create different types of tables for various processes or tasks they want to manage.
Creating a New Board
To create a new board, follow these steps:
Click the "+" Add button in the top left corner of the screen.
Select "Board."
Give your dashboard a name.
Click "Create a New Blank Board."
Select the Attornaid page you want to connect your board to.
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Congratulations! You have created your first dashboard page!
Structure of a Board
There are four key components to understand in a board:
Groups: A way to organize data on the board. By grouping data by similar characteristics, you can make it easier to find and understand the data.
Filters: Used to display data on the board according to specific criteria. For example, you can use filters to display data within a date range or data with a specific value.
Columns: Use columns to represent data on the board. You can customize your data with different data types, such as date, number, text, or status.
Rows: Use rows to organize data on the board.
Changing Board Type
To change the type of a board, click the "View Options" option in the right panel of the screen. In the window that opens, click "Table View" to convert it to the desired type.
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Board Permissions
To limit access to your board, click the "View Options" option in the right panel of the screen. In the window that opens, click the "View Permissions" option below.
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Deleting a Board
There are two ways to delete a board in Attornaid:
Method 1:
Click the arrow icon next to the name of the board.
Select "Delete View" from the menu that opens.
This method only deletes a single view.
Method 2:
Hover over the table you opened in the file in the left panel.
Select "Delete Page" from the three-dot menu that opens.
This method deletes all views.
Quickly Access Your Boards by Adding Them to Your Pins
To pin your board for quick access, click the three dots next to the name of your board.
This will add your board to your pins, which you can access from the top section of the board menu.
This is a great way to keep your most important boards within reach.
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Board Templates in Attornaid
When you want to create a new board, you can choose from Attornaid pre-built and fully customizable application templates. Whether you're looking for a board that meets the needs of your company or a ready-made board that will make it easier to meet your personal needs, you can easily find the templates that meet your needs in Attornaid.
Choose a Template
To view templates, select the "Install Template" option from the "+" button in the left panel. This will open the screen where the templates are located.
From here, you can add the templates that are suitable for you to your current workspace or a new workspace by clicking the "Use Template" option.
To customize the template to your needs, click the "Edit" button. Here, you can change the titles, columns, and other properties of the template.
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Example Templates
Attornaid offers a variety of templates designed for different business and personal needs. Here are some examples:
Project Management: These templates help you plan, track, develop, and manage projects.
Sales Management: These templates help you track the sales process and increase your sales.
Customer Relationship Management (CRM): These templates help you track your customers and improve customer relationships.
Product Management: These templates help you plan, track, and develop your products.
Attornaid templates can help you save time and effort by simplifying the board creation process. By customizing templates to your needs, you can use them to optimize your workflow and improve your productivity.
Basic Information on Grouping and Filtering
Grouping and filtering are two important features that help you organize your boards and understand data more easily.
Grouping allows you to separate and organize the columns in your board by the category you want. This can make it easier to find and compare data. If you want, you can color these groups to make it clearer to tell them apart.
To group, follow the steps below:
Click on the "Grouped by" tab in the top left panel of the board.
Select the name of the column you want to group and complete the grouping process.
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Filtering is a feature that you can use so that you can see certain information more clearly in your dashboard. For example, you can filter data from a specific date range or data with a specific value.
To filter, 2 different options are available:
Persistent Filtering: It allows the data in the board to be displayed according to a certain condition and does not change even when the page is refreshed.
Select “Default View Filters” from the “View Options” option on the right side of the board
Click the 'Add Condition' button to specify the column to filter by.
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Temporary Filtering: It allows the data in the board to be displayed according to a certain condition and disappears when the page is refreshed and returns to its previous state.
Select the 'Filters' button at the top of the board.
After clicking the “Add Condition” button, you can filter in the same way.
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Basic Information about Elements
Items are the rows in your board. In Attornaid, your board is made up of a combination of items.
You can determine the content of the items depending on your needs.
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Duplicating an Item
Follow the steps below to repeat items in your boards:
Click the item you want to repeat in your table.
Click on the three dots on the right side of the row.
Click on "Duplicate".
This will create a copy of the item. The copy will contain all the data and properties of the original item.
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Delete an Item
To delete an item from your dashboards, follow these steps:
Click on the three lines next to the item you want to delete.
In the box that appears, click on "Delete".
This will permanently delete the item.
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Editing an Item
You can change the name of an item, such as a task or project, at any time.
You can change or edit it by hovering over the item and clicking on it.