Boards

Beta Version

Content

• [Boards](### Boards)
• [Benefits](### Benefits)
• [How to Get Started](### How to Get Started)
• [Create a Board from scratch](### Create a Board from scratch)
• [Create a Board from a Template](### Create a Board from a Template)
• [Add columns to your Board](### Add Columns to your Board)
• [Tailor your Board with advanced options](### Tailor your Board with advanced options)
• [Quick content preview](### Quick content preview)
• [Share your Board](### Share your Board)
• [Find your Boards](### Find your Boards)

Boards

Effortlessly consolidate and visualize all the activity on your boards. Easily manage and customize your daily work. View all the content created in Rever grouped according to the filters you need most, ensuring you don't miss a single detail.

Create, design, and edit your boards according to your preferences. You have full control over what you see and how you track the activity.

Benefits

• Centralized Content: All your preferred content in one place, allowing for easy access and management.
• Customization: Easily create boards and add different columns tailored to your specific needs.
• Personalized Columns: Customize each column with your favorite filters, providing a world full of possibilities for organizing your data.
• Efficient Visualization: Enjoy quick access to visualize individual content activity on the same screen, streamlining your workflow.
• User-Friendly Grouping: Information is grouped with friendly views, ensuring clarity and ease of understanding.

How to Get Started

Boards, located in the main Rever menu, is where the magic of content organization begins. Filter, save, and visualize your data effortlessly.

To create a new board, click on the blue "+" button and follow these easy steps:

Create a Board from Scratch

**1. Name Your Board: **

Start by creating your board, a meticulously designed space for organizing your tracking needs. Customize it to your preferences and experience seamless operations.

2. Set Up Filters and Design Your Columns:

Configure your columns according to your preferences to organize your information effectively. Add as many columns as needed for a structured layout of your data.

3. Confirm Your Data:

Ensure all options are configured as desired before finalizing.

Create a Board from a Template

If you prefer to start with a predefined Board, you can do so using the available Templates. Edit them as needed to display personalized views of your data.

• Improvement Tracker Board: Showcase all content created by Quick Actions, Improvement Ideas, and Problem Solving.
• Operational Oversight: View all Routines and findings created.
• Tasks Hub: Access all Tasks created on your Site.

Templates are designed to provide a starting point; customize them by adding columns, adjusting parameters, and tailoring them to your requirements.

What are the filter options that I can use to configure my board?

You can utilize the following filters to refine your content on a board:

• Content type
• Status
• Role
• Assignees
• Categories
• Completed date
• Condition
• Countries
• Creation date
• Due date
• Priority
• Site
• Site groups
• Tags
• Tag groups
• Validation

Add columns to your Board

After creating your board, customize it further by adding the columns you need. You can add as many columns as necessary, and they will appear on the right side of your board. There's no limit to the number of columns you can add; simply scroll right to access them all.

Tailor Your Board with Advanced Options

Customize your board with columns and content organized to suit your preferences.

• Sort Content within Columns: Once you've applied filters to each column, sort the content within them according to your needs. Choose from sorting options such as:

Last Updated, Alphabetically, Highest Priority, Due Date, and Last Created.

• Drag and Drop Columns: Easily rearrange the order of your columns by dragging and dropping them into place.

• Main Menu Options:

• Edit: Modify the name, categories, or settings of the column.
• Refresh: Update the column to display the latest content.
• Duplicate: Quickly create a copy of the column to save time on setup.
• Delete: Remove the column if it's no longer needed.

• **Search Bar: **Locate specific content within the column using the search bar.

Quick Content Preview

Tasks, Quick Actions, Improvement Ideas, Problem Solving, Routines Executions, Findings, and Challenges are the types of content you can save and view on your boards. With just one click, you can access and select the card of the content you want to see. There's no need to leave your board; simply open the card to view its details. If you prefer to go directly to the content, use the "Go to..." button included within each card.

Share Your Board

Easily share your boards with colleagues so they can view your personalized content.

• Hover over the board you want to share and either copy the link or select the share option.
• Alternatively, click on the board, then choose the share option from the top right corner.
• Search for your colleagues and save their names.

Find Your Boards

Access your boards in three ways from the main Boards section:

• All Boards: Includes boards created by you and those shared with you.
• My Boards: Displays boards created by you.
• Shared with Me: Lists boards shared with you.

Use the search bar within each section to quickly locate the board you need by name.

Updated on: 23/04/2024