Skip to content

Commit

Permalink
Boards howto - fix you'll
Browse files Browse the repository at this point in the history
- you will
- prettier the files
  • Loading branch information
andylwelch committed Aug 1, 2024
1 parent 353c5cc commit fa1fde5
Show file tree
Hide file tree
Showing 6 changed files with 39 additions and 39 deletions.
12 changes: 5 additions & 7 deletions docs/boards/howto/adding-members/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ Adding members to your board allows you to collaborate with your team, your whol

You can add members when you first create a board.

In the *New Board* creation phase, type in the name of any colleague or group in your organisation in the Add People field, or type in an email address of someone who is external to your organisation.
In the _New Board_ creation phase, type in the name of any colleague or group in your organisation in the Add People field, or type in an email address of someone who is external to your organisation.

You can also decide if you would like the board to have Public Access, meaning anyone in your organisation will be able to view the board and participate depending on what level of permission you have set (reader, author, editor.)

Expand All @@ -16,22 +16,20 @@ You can also decide if you would like the board to have Public Access, meaning a

At any stage of your work, you can add members to a board.

From within your board, select `Members` from the menu on the right-hand side. From here, you’ll be able to see current members or add new ones. Type in the name of any colleague or group in your organisation in the add members field, or type in an email address of someone who is external to your organisation.
From within your board, select `Members` from the menu on the right-hand side. From here, you will be able to see current members or add new ones. Type in the name of any colleague or group in your organisation in the add members field, or type in an email address of someone who is external to your organisation.

Don’t forget to click the `Add Members` button before closing the window.

New members will be notified that they have been invited to your board.
New members will be notified that they have been invited to your board.

![](./adding-members-to-boards2.png)

### Managing Members in a Microsoft Team Channel and Board

[A board can be added to a channel within Teams](../teams/adding-boards.md) to help track progress on tasks and create a collaborative work environment.

Members of a Team or a Channel will be inherited automatically in to your Huddo Board.
Members of a Team or a Channel will be inherited automatically in to your Huddo Board.

![](./adding-members-to-boards3.jpg)


You can also add members directly to the board by searching them in the `Members` area on the right hand side of the board. Adding members this way, be they in your organisation or external to your organisation, will add them just to the board. Not to the Channel or Team.

You can also add members directly to the board by searching them in the `Members` area on the right hand side of the board. Adding members this way, be they in your organisation or external to your organisation, will add them just to the board. Not to the Channel or Team.
2 changes: 1 addition & 1 deletion docs/boards/howto/archiving-and-restoring/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -42,7 +42,7 @@ Open the board you intend to archive. Navigate to `Open Board Options` found in

![](../open-board-options.png)

In the board options you’ll see the `Archive` button in the actions shown at the top. Click this button to archive the board.
In the board options you will see the `Archive` button in the actions shown at the top. Click this button to archive the board.

![](./archiving5.png)

Expand Down
2 changes: 1 addition & 1 deletion docs/boards/howto/mindmap/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -20,7 +20,7 @@ If your board is already created in either the Timeline or Board view, it is sim

In this example, we’ll create a new mind map and select `Blank` as the template, so we can populate it entirely ourselves. Alternatively, you can select one of the preloaded templates like _Classic, Weekdays, Departments, or Meetings._

When you create a new mind map, you’ll see the title of the board, sitting front and center on the page. You’ll notice that just above the boxed title, there are two icons. The icon on the left creates a new sub-card. Since we’ve just begun our board, this will first create lists.
When you create a new mind map, you will see the title of the board, sitting front and center on the page. You will notice that just above the boxed title, there are two icons. The icon on the left creates a new sub-card. Since we’ve just begun our board, this will first create lists.

![](./view3.png)

Expand Down
18 changes: 9 additions & 9 deletions docs/boards/howto/teams/adding-boards.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@

Boards has integrated seamlessly with Microsoft 365 Teams so you can supercharge your existing collaboration environments.

[Add boards to Microsoft Teams as an administrator.](../../msgraph/teams/index.md)
[Add boards to Microsoft Teams as an administrator.](../../msgraph/teams/index.md)

###Accessing all of your Boards in Microsoft Teams

Expand All @@ -16,31 +16,31 @@ In the Store search bar, type in Huddo Boards. Click the Huddo Boards icon. The

![](boards_to_teams2.png)

You can choose if you wish to add to a specific team, but for the moment, we want to have all of our Boards accessible in one place. So keep the options as represented here. Click `Install`.
You can choose if you wish to add to a specific team, but for the moment, we want to have all of our Boards accessible in one place. So keep the options as represented here. Click `Install`.

Press the `X` in the next window as installation has now been completed.

You can now access all your Boards in one place, by navigating to the `` on the left-hand side, and selecting `Huddo Boards`.

![](boards_to_teams3.png)

From here, select the `My Boards` tab, next to Conversation. You’ll have access to all your Boards via the My Boards dashboard as normal, but conveniently located within Microsoft Teams.
From here, select the `My Boards` tab, next to Conversation. You will have access to all your Boards via the My Boards dashboard as normal, but conveniently located within Microsoft Teams.

![](boards_to_teams4.png)

### Adding Boards to a Channel

You can work on Boards from within Channels. To add a Board to a channel, click on the `+` sign in the top menu next to Wiki.

![](boards_to_teams5.png)
![](boards_to_teams5.png)

You can select the Huddo Boards icon or search it if it doesn’t appear directly.
You can select the Huddo Boards icon or search it if it doesn’t appear directly.

In the next window, select your preferences, to either
In the next window, select your preferences, to either

* Display an existing board (type in one that you’ve already created)
* Create a new board
* Show all Boards for this team
- Display an existing board (type in one that you’ve already created)
- Create a new board
- Show all Boards for this team

Enter the board information and click `Save`.

Expand Down
21 changes: 11 additions & 10 deletions docs/boards/howto/templates/creating.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,6 +5,7 @@
Made a fantastic board and want to keep a copy for future use? Save time and brain power by creating a template of your board.

### Create a Template From an Existing Board

Within your board, click the title of your board to `Open Board Options.` Find this located between the Huddo Boards logo and the search bar. Next, click, `Create Template from Board.`

![](./createtemplate1.png)
Expand All @@ -13,22 +14,22 @@ In the next window, you can update the name, description, and choose to keep Boa

![](./createtemplate2.png)

You’ll be able to locate your template in your template library via the MyBoards Dashboard or when you create a new board and search the name.
You will be able to locate your template in your template library via the MyBoards Dashboard or when you create a new board and search the name.

**Important**: When the template opens in a new screen, any editing you do will apply to the template. Click in to the `Open Board Options` icon as you did above and select, `Create Board from Template.` When the new window opens, you’ll start a new board instead of editing the template you’ve just created.
**Important**: When the template opens in a new screen, any editing you do will apply to the template. Click in to the `Open Board Options` icon as you did above and select, `Create Board from Template.` When the new window opens, you will start a new board instead of editing the template you’ve just created.

### Create a New Template from Scratch

From your main *MyBoards* dashboard, navigate to `Templates` via the left-hand side menu.
You’ll land on the My Templates page and see templates you have created.
From your main _MyBoards_ dashboard, navigate to `Templates` via the left-hand side menu.
You will land on the My Templates page and see templates you have created.

![](./createtemplate3.png)

Click the `+ New Template` button to start your creation. You have the option to select `Source Board / Template` in the creation process, meaning you can make a template from another template that already exists. Leave this blank if you prefer to build your template from scratch in the board.
Click the `+ New Template` button to start your creation. You have the option to select `Source Board / Template` in the creation process, meaning you can make a template from another template that already exists. Leave this blank if you prefer to build your template from scratch in the board.

**Public Template Access:** Making a template in the public area, will not automatically make it public. Within the template you create, you’ll be able to select if you wish for it to be public. You can do this in the template creation window or later when it is created by finding `Public` in the `Members` section on the right-hand side menu.
**Public Template Access:** Making a template in the public area, will not automatically make it public. Within the template you create, you will be able to select if you wish for it to be public. You can do this in the template creation window or later when it is created by finding `Public` in the `Members` section on the right-hand side menu.

Complete the required information for your template, then click `Create`.
Complete the required information for your template, then click `Create`.

![](./createtemplate4.png)

Expand All @@ -38,6 +39,6 @@ In future, when creating a new board, type in the template name in the `Search A

**Note:** Opening a board via the template library will mean you are editing the template. You can create a new board from the template by:

* Entering the template, clicking the pencil icon for `Open Board Options`, then selecting, `Create Board from Template`; or
* Creating a new board via your My Boards dashboard, and typing in the template name in the `Search All Templates` search bar.
* Find out more about [Accessing Global Templates](global.md)
- Entering the template, clicking the pencil icon for `Open Board Options`, then selecting, `Create Board from Template`; or
- Creating a new board via your My Boards dashboard, and typing in the template name in the `Search All Templates` search bar.
- Find out more about [Accessing Global Templates](global.md)
23 changes: 12 additions & 11 deletions docs/boards/howto/templates/global.md
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@ This will open a new window with available templates.
![](./globaltemplates2.png){ style="border: 1px lightgrey solid;"}
</center>

Feel free to click in to different templates to see what they contain.
Feel free to click in to different templates to see what they contain.

When you’ve found the template you’re looking for, return to your original New Board screen and start typing in the template name. It will appear and you can select it.

Expand All @@ -26,31 +26,32 @@ When you’ve found the template you’re looking for, return to your original N

You still have the option to select the Starting View, from Kanban, MindMap, Timeline or Activty.

Click `Next` to give your board a name and then `Save` and you’ll be taken to your new Board.
Click `Next` to give your board a name and then `Save` and you will be taken to your new Board.

### Template Scheduling

When creating a Board from a template that contains dates (due, start or end dates), you have the option move all of the dates so that the first or last date is on a particular day. For example, if you have a template for preparing for a business trip, you can reschedule your template so that all of your tasks are due before your date of departure.
When creating a Board from a template that contains dates (due, start or end dates), you have the option move all of the dates so that the first or last date is on a particular day. For example, if you have a template for preparing for a business trip, you can reschedule your template so that all of your tasks are due before your date of departure.

On the My Boards page, click the `+ Create` button. The `New Board` window will open. Search templates by name and select your template that contains dates.
On the My Boards page, click the `+ Create` button. The `New Board` window will open. Search templates by name and select your template that contains dates.

Click `Next`.
Click `Next`.

You'll see an option to choose a `Starts on` or `Finishes on` date. Select the one that makes sense for your template. (This won't appear if there are no dates in your template.) Use the date picker to choose which day you'd like your dates to start or finish.
You'll see an option to choose a `Starts on` or `Finishes on` date. Select the one that makes sense for your template. (This won't appear if there are no dates in your template.) Use the date picker to choose which day you'd like your dates to start or finish.

<center>
![](./reschedule.png){ style="border: 1px lightgrey solid;"}
</center>

Click `Save`. Your new Board will be created.

- If the dates in your template included Start and End dates on tasks, you can see these rescheduled items in the `Timeline` view.
- If your tasks included Due dates, you can see these rescheduled items in the `Board -> Todos by Date` view.
- If the dates in your template included Start and End dates on tasks, you can see these rescheduled items in the `Timeline` view.
- If your tasks included Due dates, you can see these rescheduled items in the `Board -> Todos by Date` view.

### Assign to Roles
Instead of people assigned to tasks, templates can have *roles* assigned to tasks. When creating a board from this template, you can assign the members of this new board to these roles and they will be responsible for completing the tasks the role had been assigned. For how to create templates like this, see [Create a Template with Assignment Roles](../assignment-roles/assignment-roles.md#create-a-template-with-assignment-roles).

After you've selected a template and chosen some members to add to your board, you'll see the *Assign Roles* step if your template includes Assignment Roles assigned to tasks.
Instead of people assigned to tasks, templates can have _roles_ assigned to tasks. When creating a board from this template, you can assign the members of this new board to these roles and they will be responsible for completing the tasks the role had been assigned. For how to create templates like this, see [Create a Template with Assignment Roles](../assignment-roles/assignment-roles.md#create-a-template-with-assignment-roles).

After you've selected a template and chosen some members to add to your board, you'll see the _Assign Roles_ step if your template includes Assignment Roles assigned to tasks.

Drag and drop members on to the roles to assign them to the role. You can assign multiple members to a role and a member to multiple roles.

Expand All @@ -64,4 +65,4 @@ Once you've created the board, you will see members assigned to the tasks that h

<center>
!["Members assigned to tasks"](lists-with-assignments.png){ style="border: 1px lightgrey solid;"}
</center>
</center>

0 comments on commit fa1fde5

Please sign in to comment.