View Board Details

All boards provide you with the ability to view their details. You can edit basic information such as the board name, description, and publish profile when you click the pencil icon located next to the field. In addition, you may be able to copy, delete, and/or change the sharing status of the board, as well as view the overview status, and add or remove tags.

You can view board details from the Gallery or the Board Workspace.

To view board details from the Gallery

  1. In the Board Gallery, locate the board.

  2. On the card, click the gear icon Gear Icon .

To view board details from the Board Workspace

In the Board Workspace, click View > Details.

Board Details

The following details are displayed.

Board details fields
Field Description Procedure

[Board Name]

The name of the board. The name appears above the Overview.

To modify the board name

  1. Click the pencil icon.

  2. Modify the name (Between 2 - 50 alphanumeric characters, excluding special characters).

  3. Click Save.

[Board Status]

The status of the board. All new boards are in Draft status by default.

  • When a board is published, we recommend that you change the status to Active, indicating that the board is in use and changes should be made with caution.

  • When the board is no longer in use, we recommend that you change the status to Inactive.

To change the status

  1. On the right of Overview, click the current status.

  2. Select the new status.

Description

A description of the board's purpose or function.

To modify the description

  1. Click the pencil icon.

  2. Modify the description (Between 2 - 500 alphanumeric characters, excluding special characters).

  3. Click Save.

Modified Date

The date when the most recent modification was made.

For display only.

Last Modified By

The name of the person who made the last modification to the board.

For display only.
Created Date

The date when the board was created.

For display only.

Owner

The name of the person who created the board.

For display only.

Tags

The tags that are associated with the board.

To add additional tags

  1. Click +.

  2. Enter the tag name.

  3. Click Save.

Name of the publish profile

The publish profile that is associated with the board.

Below the name, the connections that comprise the publish profile are displayed. Each step is numbered.

To associate a different profile to the board

  1. In the Publish Profile drop-down list, select an alternate profile.

  2. Click Save.

Publish History

The dates when the board was published. Changes are listed as integers and fractions.

  • Changes to the fraction occur when you make changes to the board after initially publishing it.

  • Changes to the integer occur when you have completed the publishing profile and make new changes to the board.

Example The board you initially published to a development environment is identified as version 0.10. If you make changes to the board and publish it again to development or any other environment, the version becomes 0.11.
If you publish this new 0.11 board to a quality assurance (QA) environment it is also version 0.11. If you publish the same board to your production environment, it is still version 0.11. The code for that board is the same version across all three environments. If you make changes to the board and publish it again, it becomes version 1.0.

For display only.

Copy

Creates a new board by copying the details and design of the current board.

See Copy a Board.

Delete

Discards the board and all associated data.

See Delete a Board.

Export

Exports the board to .json format.

See Export a Board.

Share

Sets the permissions for who can view the board in the Gallery and modify its details.

See Share Boards.