By creating boards, you can customize your CoreBridge experience for your business needs. Boards can be added to a variety of modules throughout the system to help view and manage items, estimates, and orders as they move through their lifecycle.
For more information about the basics of boards, visit Boards Overview.
TABLE OF CONTENTS
Creating a Board
To create a board navigate to Settings / Boards / Board Setup.
1. Select a tab to determine what kind of board will be initially selected as your board type. This will affect what options are available within the board.
2. Click the Green Plus icon to create a new board.
3. Choose from the Board Library to choose a board template or blank canvas, or Clone from Boards to duplicate an existing board.
4. Choose to start with a blank canvas, a previously created board template, or a previously created board.
5. Click Select.
Board Details
1. Navigate to Board Details
2. Under Board Details, enter all needed information.
a. Board Name - Choose what you would like to call this board.
b. Board Type - Use the dropdown menus to select which type this board will be. Types with an Estimate or Order label will display entire estimates or orders. Types with an Item label will display individual products, line items, and simple items. Types with a Destination label will display important information about how the customer will receive their order. The selected Type will change what options are available when creating this board.
Note: Once the newly created board is saved, Board Type cannot be changed.
c. Description - A short description can be entered to help you and your employees know the purpose of this board.
3. Change settings under Availability.
d. Available in Module - Set which modules this board will be available in using the dropdown menu.
e. Restrict to Roles - This allows you to limit which roles can view and use this board. To manage roles or add an additional role, navigate to Settings / My Business / Employee Roles & Permissions.
Note: The X icon on individual options clears the one selected option. The X on the right of the bar clears all selected options.
4. Conditions select which items, estimates, or orders will be included in the board. Multiple conditions can be added with each new line representing a separate condition.
f. Fill in Object to give the basic criteria for items, estimates, or orders. Boxes with an Arrow to the right of them indicate that further options must be selected for the Object. To make the condition work correctly, continue selecting options until there is no Arrow in the final box. The system will walk you through all needed fields.
g. Fill in Condition to decide how the values will be included or excluded. This can vary depending on if the data entered next to Condition will be numerical, categorical, or informational.
h. If necessary, fill in the box next to Conditions. This determines what the data requirements are to be included in this board. This box will change depending on the Object and Condition and is the final classifier of an individual condition. This can be a dropdown menu or a field to enter text.
Example: This condition would only include orders assigned to Baylee Clemens in this board.
Object: Order > Employees > Assigned To > Name
Condition: Is
Employee: Baylee Clemens
i. Use the + AND button to add additional conditions. The + AND button requires all specified conditions to be met before the item, estimate, or order will be included on the board.
j. Use the + OR button to create separate additional conditions. The + OR button allows for additional items, orders, or estimates to be included in the board based on their own set of conditions in addition to the initial set of conditions.
5. Once the Board Details section is filled, use the Preview results for conditions above button to preview items that will be in this board. This can help you determine if the Conditions are configured to your needs.
6. Once all information has been entered correctly, select Save.
Board Filters
Board Filters are a way to view Boards under a unique view. Configuring your Board Filter settings allows you to have personalized filters for each individual board. This can be accessed by using the Filter icon on the top of each board.
Note: This is a view from within a board that can not be seen from within Settings / Boards.
1. Navigate to Board Filters. These are options that will appear for you to filter the items, estimates, or orders from within the board.
2. Fill in Object to give the basic criteria for the Board Filter. Boxes with an Arrow to the right of them indicate that further options must be selected for the Object. To make the filter work correctly, continue selecting options until there is no Arrow in the final box. The system will walk you through all needed fields.
3. Choose a Filter Name that will display from within the Filter menu.
4. Enter a Default Value. If entered, this value will automatically populate the filter when it is used.
Note: This is an optional field.
5. To add additional filters, click the Add icon and follow the above steps.
a. Use the Grid Icon to drag and drop the order of the filters.
6. When you are finished adding Board Filters, select the green Save button.
Note: To ensure the Board Filters are configured to your needs, navigate to the desired board and select the Filter icon.
Customizing Card View
Card View is an unique way to view your board items, estimates, or orders in columns of boxes with the information you customize them to display. This allows you to view and track items, estimates, and orders as they move through their lifecycle.
1. Navigate to Card View. This tab contains all settings needed to customize the Card View for this board.
2. Select your Card Options. These checkboxes determine what information will appear on each card. The cards display the individual item, estimate, or order, depending on the board type.
a. The Order, Item, or Estimate Card Preview displays how the created card will appear when viewing the board. This is based on the options selected using the adjacent checkboxes.
3. Select your Column Options.
b. Group Columns By - Use this dropdown to choose how you would like the cards to be grouped. These options will vary depending on the Board Type.
Example: Assigned To includes items, estimates, and orders by assigned employee.
c. Include all Columns - Automatically includes every available column option.
d. Hide Empty Columns - All columns without an item, estimate, or order will automatically disappear. Once an item, estimate, or order is moved to that column, it will reappear.
e. Use the arrows to change which columns will and won't appear in the board.
Note: The Grid Icon can be used to drag and drop the columns up, down, and side-to-side.
If you are in an Item Level Board, there will be an additional section labeled Sort Options.
This includes:
f. Default Sort by - This determines if the items will be sorted by the Design or Production Due date.
g. Sort Rush To The Top - This checkbox makes all Rush items (marked with a Rabbit icon) to display at the top of the board.
h. Sort Empty Dates to the Bottom - This checkbox makes all items with a missing production or design date display at the bottom of the board.
i. Ascending/Descending - These options determine if the items will be displayed by Ascending or Descending values.
Example: If Default Sort by was Production Due, this switch would toggle the items to sort from January to December or December to January.
Customizing List View
List View is an unique way to view your board items, estimates, or orders in rows of information based on columns you've chosen to display. This allows you to view and track items, estimates, and orders as they move through their lifecycle.
1. Navigate to List View. This tab contains all settings needed to customize the List View for this board.
2. Select your List View Options. This section determines what columns will be included from within the board.
a. Use the arrows to change which columns will and won't appear in the board.
b. Default Sort by - This determines how the items, estimates, or orders will be sorted based on a variety of options.
c. Ascending/Descending - These options determine if the items, estimates, or orders will be displayed by Ascending or Descending values.
Example: If Default Sort by was Production Due, this switch would toggle the items, estimates, or orders to sort from January to December or December to January.
d. Sort Rush To The Top - This checkbox makes all Rush items (marked with a Rabbit icon) to display at the top of the board.
e. Sort Empty Dates to the Bottom - This checkbox makes all items with a missing production or design date display at the bottom of the board.
Note: Sort Rush To The Top and Sort Empty Dates to the Bottom is only available on an item level board.
3. Once you are finished customizing your board, click Save.
Note: The Grid Icon can be used to drag and drop the columns up, down, and side-to-side. Hover over a column option to see the Grid.
