6007d68424
Fix:Community channel Link Co-authored-by: Justine Geffen <justinegeffen@users.noreply.github.com>
109 lines
4.4 KiB
Markdown
109 lines
4.4 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](https://community.mattermost.com/core/channels/focalboard) to help bring it to life.
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## Adding new Boards
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1. Select **+ Add Board** in the bottom left of the sidebar to add a new board to Focalboard.
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2. Pick a template, such as **Project Tasks**, from the list.
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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 and are visible to all other users.
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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. 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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Select a card to edit it. A card consists of:
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1. **A set of properties:** 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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2. **A list of comments:** Comments are useful for noting important changes or milestones.
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3. **A set of content:** 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. Select the options menu (**...** at the top right), then 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. Select the options menu (**...**), then 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. Select **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. Select **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. 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.
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