Skip to main content

Manage items on the board

Organise and edit items

The active board displays items of the targeted design/interface, which are grouped into columns according to the value they hold for the Column attribute tracked by the board. You can scroll each column individually and use its button to refresh the contents as needed.

Select an item to view its details and interact with its data.

Note

To edit the properties of one or more columns, see Edit the board.

Drag items between columns

To change the value of the tracked attribute on an item, simply drag the item to another column.

For example, the board below tracks the Priority attribute on the Jobs interface. Dragging an item to the red column will change its Priority to "High (P1)".

alt text
Caution

Boards don't necessarily have a column for every possible value of the tracked Column attribute. If you edit an item and set that attribute to a value without a corresponding column, the item will no longer appear on the board!

Bulk edit

To perform a bulk edit on all the items within a column:

  1. Select the column's button and choose Bulk edit items .

  2. Select Add attribute and choose the one you want to edit.

    alt text
  3. To clear the chosen attribute on the column's items, enable Unset. Alternatively, select the field below to set a new value for it. Select Save to continue.

    alt text
  4. Repeat for any other attributes you want to edit on the column's items. Select Save to finish.

    alt text

Create new item

To create a new item directly from the active board, select the relevant column's button and choose Create item .

This lets you do one of the following:

  • create an item of the design targeted by the board

  • create an item of any design implementing the interface targeted by the board

The Column attribute tracked by the board will be populated on the new item with the value represented by the column.

For example, the new job created below will have its Priority attribute set to "Medium".

Creating an item from the Boards app
Note

To learn more, see Create an item.