Creating and Configuring a Board

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Create a Board

  1. To create a new Board, go to Dashboard > Boards 
  2. Click on Add Board
  3. Provide the Board Name
  4. Select a template for the Board
  5. Choose the order (either ascending or descending by date) in which you want the data to be sorted
  6. Click on Add

Select One or More Data Sources for the Board

After creating the Board, a data source is required to populate the Board. To choose a source, go to Board Details and click on Data Sources.

  1. Click on the Add Data Source dropdown and select a Data Source like Page, and Calendar Events
  2. Give the Data Source a name
  3. Choose the days for which you want to display the data
  4. Click on Add Field to select how you want to import the data. For example, if you want to add pages based on Page Type, then you can select Page Type from the dropdown menu.
  5. Select the data type you want to display. For example if you are displaying by Page type, you can Blog Entries.
  6. Multiple types can be added to the same Board by clicking on Add Field button
  7. Once you have selected the Data Source, click on Add Data Source button

Select Templates for the Board

Templates handle the design and layout of the Board. You can select if your Board would have the same layout throughout all the slots or you can mix multiple layouts within the same board by allowing multiple Slot Templates.

Slot Templates are available under Board Details > Appearance > Slots.

Board Permissions

You can limit the access to a Board by user type. To modify a Board’s access, go to Board Details > Permissions
Boards provide granular control for multiple actions. You can edit who has the permission to

  • View the board
  • Edit Board settings
  • Edit Board permissions
  • Edit Content
  • Edit Locked Rules
  • Delete the Board

Now that the board is configured, let's create an instance of the board to place on a page.