Create and manage custom boards

Organize your data the way you want to view it by creating multiple custom boards. Control is in your hands.

Creating custom boards 

You can choose which tiles to add to each board, depending on the connected apps available. Connect more apps to build a rich and diverse data source to use for your boards.

With the ability to switch between boards, and edit the names and tiles, you can design a flexible, dynamic platform that meets business’ specific needs. 

Creating a custom board is simple! To get started: 

  1. Select the Home board drop-down menu. 

  2. Click Create new board.  

  3. Next, you’ll select tiles from various categories and name your custom board. Follow the guidance below.

Select your tiles: 

  • Use the filter feature to browse tile categories. 

  • Select whole categories to add all the tiles in that category. 

  • Use the Connect for drop-down to connect apps with specific tiles. 

    Name your board: 

  • Add a name for the new board – you can change this at any time. 

  • Click Create board to finish. 

  • Select the Home board drop-down menu to access all your custom boards. 

Managing custom boards 

We’ve made it easy to manage all your boards from one place!  

To access the master menu: 

  1. Click on your User profile

  2. Select Settings from the drop-down menu. 

  3. Select Boards

  4. The Boards master settings menu displays. From here, you can add a new board, edit existing board names, add or remove tiles, or delete a board. 

        Accessing quick settings 

        To quickly access settings: 

        1. Click the mini drop-down menu in the top-right corner of the board.
        2. Click Settings to access the master menu and make your required changes.



        Customizing your tiles 

        To add or remove tiles on a board: 

        1. Select edit board from the desired board. The tile options will display. 

        2. Choose the tiles from the respective apps that you'd like to include in the board.

        3. Using the filters and mini drop-down menu on each tile, add or remove selected apps. 

        4. When you're ready, click Done. Your changes will update.