<< Click to Display Table of Contents >> Navigation:  Boards > New Board Creation

You can create a new board from the collapsed or expanded Boards menu/view. New boards you create will appear in the My Boards area of both views.

 

1.From the top of the Boards menu (collapsed view), select New.
or
From the expanded Boards view/menu, select the New Board button.

 

2.Enter the board name in the Add Board Name field. This field is required; the board cannot be saved until a name is entered.

 

3.If you want to share the board with everyone in your facility (allowing others to use the board as well), select the Publish check box. Make sure it is deselected if you want it to be available only within your own My Boards list.

 

4.From the Specialty Cards and Dataset Cards lists, select the check box for each card you want to add to the board. (Deselect the check box if you want to remove a card after adding it.) (TIP: You can use the Search by name field above the card lists to locate specific cards instead of scrolling.)

 

NOTE: Specialty cards are interactive, allowing information to be viewed, added, and edited. Dataset cards display view-only data that can be filtered but not altered. Descriptions of each card are provided in the Specialty Cards and Dataset Cards sections of this guide.

 

5.Once all cards have been selected, select Create to save and display the new board.

 

To change which cards display on the board after creating it, you can edit the board (see Board Management). You can also change the size of the cards and their position within the board (see Working with Cards).