Navigating a demand board

Discover how to use the features of the demand board to create and edit steps, change demand steps, add people and teams and add new demands with the following article

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Topics

Overview 

A board represents the workflow of a department, team, or can also represent a set of events with their respective actions, which may or may not be linked to an initiative.

Through the boards, you will manage and execute ongoing demands in your workspaces and corresponding initiatives.

Visualize a demand in your board with a simple click on the desired demand.

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Navigating board resources

When accessing a board, you can see in its top navigation bar:

  • The board name 1.
  • The Vertical Menu button menu_dots_icon with restricted access for board managers, to board editing 2.

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Right below the top navigation bar, you will be able to see:

  • The selection of view modes: Board and Schedule 3.
  • The list of people and teams 4 participating in the board.
  • The add people button 5 located next to the list of people on the board.
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Board step view

In the board step view, it's possible to locate:

  • The name 6 of the To Do step.
  • The demand add button 7.
  • The Horizontal menu button menu_horizontal 8 with options to:
    • Rename the step.
    • Change the step color.
    • Delete the step.
  • The add step button 9.

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To change the step of a demand:

  • In the board view mode, drag the demand card horizontally to the desired step.

To change the order of a demand within a stage:

  • In the board view mode, drag the demand card vertically through the stage to the desired position.

See also