Board How-To Guide

Create Board

A board is an integrated view of sheets and visuals. Hence, only sheets and snippets existing in the same functional area as the board can be added. Additionally, shapes and editable text boxes can also be added to the board. Follow the steps below to create a board:

1. Go to any existing Functional Area and click the Plus icon. From the list, select the Board option at the bottom.

2. Enter a Board Name and Title. The Functional Area name should appear automatically.

   From the dropdown, choose the type of Board you want to create.

   

3. Click on the Create Board option on the level 2 header.

Add Board Items

1. In the board, by clicking the Edit mode from the level 2 header, the user can add objects directly into the board. On clicking the Add button, they will see three options: Snippet, Text, or Shapes.

   • Snippet: This will show all the Sheets and Snippets in the same Functional Area. Users can then choose from the list to add it to the board by checking the checkbox beside them and then clicking Okay. The added object will then be shown on the board, and the list of objects will appear in the Snippet List panel beside Board Details. Objects can also be added to the board by clicking the Add Snippet button at the bottom of the Snippet list panel.
   • Text: This will add a Text box to the current Board directly. Users can then edit the text and choose different formatting options. Users can also embed a hyperlink to the text to assist in the User Execution process with the Board. The text editing options will appear on text selection as follows:

     Item	Description
     Font	Can change font from the dropdown.
     Bold	Apply bold to selected text.
     Italic	Apply Italics to selected text.
     Underline	To underline selected text.
     Font Color	Can select color for text from the dropdown or choose custom.
     Background Color	Can select color for selected text background from the dropdown or choose custom.
     Link	Clicking on the selected text will navigate to the link attached here.
     Font Size	Apply font size to selected text.
     Left Align	Align text to left of the textbox.
     Center Align	Align text to center of the textbox.
     Right Align	Align text to right of the textbox.
     Subscript	Show selected text as subscript.
     Superscript	Show selected text in superscript.
     Decrease Indent	Decreases text indent.
     Increase Indent	Increases text indent.
     Numbered list	Can select from multiple Number styles.
     Bullet list	Can select from multiple Bullet styles.

     Note: Images can be pasted in textbox.

   • Shapes:Users can add shapes from the pre-existing list of shapes.

2. After adding the Snippets or Text Box, users can resize the object and arrange them in any desired position. Existing object positions will be adjusted automatically upon moving any objects.

3. Publish the board again to save any changes made.

Delete Board Item

1. Click to switch to edit mode from the level 2 header.

2. An icon will appear on the top right of each object. Click the icon to remove the object from the board.

3. Publish the board again to save the changes made.

v25.10: Launch Calculation Task from Board

Calculation tasks are an established feature in JustPerform's process flows that perform various computational operations. Launching Calculation Task from Board enables users to execute existing calculation tasks directly from board interfaces.

When configuring a board, users can now select the Calculation option and link it to any existing calculation task from their process flows. This creates a visual button on the board and when clicked, executes the selected calculation task directly.

This enhancement bridges the gap between boards (where users analyze data) and calculation tasks (which process data), eliminating the need to navigate between different interfaces to run calculations.

Adding a calculation task to Board

1. Navigate to the board where you want to add calculation tasks.

   

2. Enter the unique name in the Title field.

3. Select the required tasks from the Tasks drop down.

   

4. Select Save to apply the board configuration.

Running calculations from the Board

1. Open the board that contains the configured calculation button.

2. Select Calculation from the board interface.

3. Monitor the calculation progress through the status indicators (if provided).

4. View the calculation results directly on the board or in the designated output area.

Note: The calculation executes using the current context and data from the board, following the same logic as if run from the process flow.