Create a Board

You can also create a board in DesignStudio.

After planning your board, you can create it.

To create a board

1. Access the Admin View.

2. In the main menu, click the workflows icon . The Workflows page opens.

3. On the Boards tab, click Create Board. The Board: Create Board page opens.





4. For Board Name, enter a name for the board.

5. Click Save. The Board: Edit Board page opens.

   

6. In the Edit section, click Board Editor.

   

7. Do either of the following actions.

   • To create an Input view, go to the Input Views section and click Create Input View. See Create and Edit Input Views.

   • To create a display view, go to the Display Views section and click Create Display View. See Create and Edit Display Views.

8. In the Settings section, select the settings for the view. See Select Input View Settings and/or Select Display View Settings for detailed procedures.

9. Click Save.

As a recommended best practice, to give users access to the board, assign the board to a feature group, which allows positions assigned to that group to use the board depending on how permissions are configured in the feature group.