You can now share the copied link with others. Turn the switch on which says Publish to web and share this board with anyone. Hover over the right-hand side of the board menu.Ĭlick on the options menu ( …) and select Share board. Select the options menu ( …), then select New template from board.Hover over the board title in the sidebar.To turn an existing board into a template: Similarly, you can create board templates from the “+ Add board” menu. Select the options menu ( … at the top right), then select New template from card.You can new create new cards using this new template.Īlternatively, you can turn any card into a template: To create a new card template, click on the dropdown by the “New” button and select “+ New template”.Ī card editor opens with a banner indicating this is a template. Cells can be edited directly, or you can open the card editor for a row by hovering over the title and clicking “open”.Ĭlick on headers to sort them, or insert new properties.Įach board can have a set of card templates. Table ViewsĮach column corresponds to a card property. Press ESC or click outside the card editor dialog to close the card editor. Use this to record detailed specs or design decisions for an item for example.
A set of content: The content of a card can consist of markdown text and images. A list of comments: Comments are useful for noting important changes or milestones. Board views can group cards by “Select” type properties into different columns. A set of properties: Properties are common to all cards in a board. For sorted boards, dragging a card to a column with auto-sort it using the specified sort settings. When a board is unsorted, you can drag a card to a specific row in a column. For example, drag a card to the Completed column to mark it as completed. Adding new ViewsĬlick on the dropdown next to the view name, and click Add view to add a new view.ĭrag cards from one column to another to change their group-by property. You can also set an icon on boards and cards. In general, all changes you make are saved immediately and are visible to all other users.Ĭlick on the board title to edit it. You can likewise change the Group By, Filter, and Sort settings of the view. This will add those properties to the card display. Click on the properties menu, and turn on “Priority” and “Date created”. Click on “By Status” in the sidebar to see a board view. This shows the first view of the new board, which is a table of all tasks. Pick a template, such as Project Tasks, from the list. Select + Add Board in the bottom left of the sidebar to add a new board to Focalboard. Let us know if there’s a feature you are looking for, or connect with our vibrant community to help bring it to life. Focalboard is an open source project that is being updated continuously. It does not store any personal data.This guide is an overview of the basic features to get you started. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. 
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