Adding content to boards

Modified on Tue, 05 Jul 2022 at 09:53 PM

In this article we'll discuss how to edit the content of an existing board that you have access to. 


Opening the edit menu

To add content to a board:

  1. Navigate to the board you wish to edit
  2. In the upper right corner of the main section of the board, you will find the Action menu, which includes a "three dots" sub-menu button on the far right. Click this sub-menu button

  3. When the sub-menu is open, click the first option that says "Edit Dashboard"

  4. A grid will appear in the main section, along with a "Add" button. To add content, press the "Add" button

  5. You will be prompted to select either a report or text to add to the screen

Adding Reports

Once you have clicked the "Add report" function, the report selection interface will pop up:

This is the same interface that you use to navigate the reports module, including the sub-module on the left-hand side. To add a report to your dashboard:

  1. Navigate to the report you wish to add
  2. Click the "+" button on the report card

  3. The "+" should change to a check mark to indicate it has been added

  4. Click the "Apply" button in the upper right corner of the report selector to apply the reports you have selected to your screen.

Adding Text

Once you have clicked the "add text" button from the edit board sub-menu, a text card is added to the board:

To edit the text:

  1. Click on the text
  2. Type whatever you want the text to say
  3. Edit the look of the text using the text editing options:

  4. Text editing options:
    1. Bold the text
    2. Italicize the text
    3. Underline the text
    4. Change text color
    5. Change fill color of the text box
    6. Change text size
  5. Once done editing text, click the "Done" box to save it to the dashboard

Saving board configuration

Once you have added everything you want to your board, save your changes by:

  1. Navigating to the upper-right hand corner of the Main Section
  2. Clicking the green "Save changes" button to keep your changes

    clicking the white "cancel" button to remove any changes you made

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