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From the Admin & Setup page, choose Manage Boards.

  • Configure Case Board

The configuration interface is easy and friendly. Board Name is the text field where the Case Board Name is inserted. The Case Board supports up to 6 columns. You can add columns from the columns text field using the arrows. Every column in the Board is designated with a name.

Under the column name, the Case Statuses is where the Case Statuses related to this column are added. Multiple Statuses can be related to one column. Once the user clicks on the blank, the system will display all the unused Case Statuses. Case Statuses are added from the Case Workflow in the Admin & Setup.

From the header of the page, the user can navigate to the list of Case Boards in the Admin & Setup:

In the Case Board list, the user can add, edit, view and delete a Board.

Also, from the Case Board form, from the action wheel on the top right of the Board, the user can choose Configure Board.

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  • Configure Task Board

The configuration interface is easy and friendly. Board Name is the text field where the Task Board Name is inserted. The Task Board supports up to 6 columns. You can add columns from the columns text field using the arrows. Every column in the Board is designated with a name.

Under the column name, the Task Statuses is where the Task Statuses related to this column are added. Multiple Statuses can be related to one column. Once the user clicks on the blank, the system will display all the unused Task Statuses. Task Statuses are added from the Task section in the Admin & Setup.

From the header of the page, the user can navigate to the list of Task Boards in the Admin & Setup:

In the Task Board list, the user can add, edit, view and delete a Board.

Also, from the Task Board form, from the action wheel on the top right of the Board, the user can choose Configure Board.

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