109 lines
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4.3 KiB
Markdown
109 lines
No EOL
4.3 KiB
Markdown
---
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title: "User's Guide"
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date: "2020-12-15T12:01:23-04:00"
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section: "guide"
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weight: 2
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---
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This guide is an overview of the basic features to get you started. Focalboard is an open source project that is being updated continuously.
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[Let us know](/feedback/) if there's a feature you are looking for, or [connect with our vibrant community](/contribute/getting-started/) to help bring it to life.
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## Adding new Boards
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1. Click "+ Add Board" at the lower left of the sidebar to add a new board to Focalboard.
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2. Pick "Project Tasks" from the list of templates.
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3. This shows the first view of the new board, which is a table of all tasks
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4. Click on "By Status" in the sidebar to see a board view
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5. Click on the properties menu, and turn on "Priority" and "Date created". This will add those properties to the card display.
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6. You can likewise change the "Group By", "Filter", and "Sort" settings of the view
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7. In general, all changes you make are saved immediately
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## Renaming Boards
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Click on the board title to edit it. You can also set an icon on boards and cards.
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## Adding new Views
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Click on the dropdown next to the view name, and click "Add view" to add a new view.
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### Dragging cards
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Drag cards from one column to another to change their group-by property. For example, drag a card to the "Completed" column to mark it as completed.
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When a board is unsorted, you can drag a card to a specific row in a column.
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For sorted boards, dragging a card to a column with auto-sort it using the specified sort settings.
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### Editing cards
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Click on a card to edit it. A card consists of:
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1. A set of properties
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2. A list of comments
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3. A set of content
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Properties are common to all cards in a board. Board views can group cards by "Select" type properties into different columns.
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Comments are useful for noting important changes or milestones.
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The content of a card can consist of markdown text and images. Use this to record detailed specs or design decisions for an item for example.
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Press ESC or click outside the card editor dialog to close the card editor.
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### Table Views
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Each column corresponds to a card property. Cells can be edited directly, or you can open the card editor for a row by hovering over the title and clicking "open".
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Click on headers to sort them, or insert new properties.
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### Card templates
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Each board can have a set of card templates. To create a new card template, click on the dropdown by the "New" button and select "+ New template".
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A card editor opens with a banner indicating this is a template.
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You can new create new cards using this new template.
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Alternatively, you can turn any card into a template:
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1. Open the card editor
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2. Click on the options menu (... at the top right)
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3. Select "New template from card"
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### Board templates
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Similarly, you can create board templates from the "+ Add board" menu. To turn an existing board into a template:
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1. Hover over the board title in the sidebar
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2. Click on the options menu (...) and select "New template from board"
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### Sharing Boards
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1. Hover over the right-hand side of the board menu.
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2. Click on the options menu (…) and select "Share board".
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3. Turn the switch on which says "Publish to web and share this board with anyone".
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4. Copy the given link.
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5. You can now share the copied link with others. (Anyone with the link will be able to view the board).
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6. Click on "Regenerate Token" if you want to invalidate all the previously shared links.
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7. A message asking "This will invalidate previously shared links. Continue?" will pop up. Click "OK" and the token will be regenerated.
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### Archives
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You can export an archive of all your boards from the settings menu.
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This is handy to quickly back-up snapshots, or to transfer them to different installations, for example from a Personal Desktop to a server install.
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Note that the archive does not (currently) include image and file attachments, such as images included in a card.
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Also note that importing an archive will overwrite changes to items, but will not affect additional items (e.g. boards and cards) that are not part of the archive. |