Manage, move, and duplicate Boards

Once you’ve created a Board, you can edit and customize it to your exact specifications, adjusting parameters and settings to align it perfectly with your needs. Moreover, you can move the Board to another Space or duplicate it.

Manage your Board #

Once you have created a Board, you can manage it however it fits your preferences. You can change the Board’s name, description, permissions, and much more. Let’s look at these in more detail.

Rename a Board #

Here’s how you can rename a Board:

Copy Board URL #

Change Board type #

In Plaky, you can have both Private and Public Boards. Public Boards can be accessed by any user who can access the Space where the Board is located, while Private Boards are accessible only to Board members.

Here’s how you can switch between Board types:

Set Board description #

The Board description describes the Board to users and lets them know what it is about. To change the Board description:

Mark Board as favorite #

To access a Board more easily from the sidebar, you can mark it as a favorite. To do this, simply click on the star button when you open a Board. To remove a Board from favorites, click on the star button again.

Add Board Views #

Board Views let you visualize information on a Board in different ways. To add a Board View, follow these steps:

Sort the Board  #

You can sort each Field by certain criteria. This can help you better organize your Board and provide a clearer overview of all the Items on it.

1. Click the Sort button at the top of the Board
2. With + Add new sort add the criteria by which you’d like to sort
3. Pick the criteria from the dropdown you get when you click on the criteria label
4. Choose Ascending/Descending order
5. Click Save in this view to complete the process

Manage Field visibility #

This feature allows you to effortlessly control the visibility of Fields on your board, tailoring your Board to focus on the most relevant information.

Move Board #

A Board can be moved to a different Folder or a different Space. Both work through the same steps, which are:

1. Navigate to the Board you’d like to move
2. Click the three dots to open the menu
3. Hover over Move to
4. Select Move to space or Move to folder
5. Enter the destination name in the search box

Duplicate Board #

There are three ways in which Boards can be duplicated:

• Structure only (bare bone structure of the Board)
• Structure and items (structure, Fields, and Items)
• Structure, items, and updates (structure, Fields, Items, added comments, files, and any other updates that have been made)

Here’s how you can duplicate a Board:

1. Navigate to the Board you want to duplicate
2. Click the three dots to open the menu
3. Choose Duplicate
4. Enter new Board title
5. Select what you want to duplicate
6. Check if you want to keep Board subscribers
7. Click Duplicate board to complete the auction

The duplicated Board will appear in the left sidebar.

Delete Board #

To delete a Board:

Deleted Boards are moved to Trash, where they can be restored for up to 30 days. After that, the Board and all its content are permanently deleted.