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:

Copiar URL del tablero #

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. Haz clic en el botón Ordenar en la parte superior del tablero
2. With + Add new sort add the criteria by which you’d like to sort
3. Elige los criterios del menú desplegable que obtienes al hacer clic en la etiqueta de criterios
4. Elige el orden ascendente/descendente
5. Click Save in this view to complete the process

Gestionar la visibilidad del campo #

Esta característica te permite controlar sin esfuerzo la visibilidad de los campos en tu tablero, adaptando tu tablero para que se concentre en la información más relevante.

Mover tablero #

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

Duplicar tablero #

Hay tres maneras en las que se puede duplicar un tablero:

• Solo estructura (estructura básica del tablero)
• 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. Navega al tablero que quieres duplicar
2. Click the three dots to open the menu
3. Selecciona Duplicar
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 #

Para eliminar un tablero:

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.