Understanding the board page

How to view the board screen, how to edit the status, and how to reorder cards.



Overall View
In the board view, depending on the template selected when creating the form,
predefined statuses for placing cards are set up.
You can adjust the width of the sidebar to match the length of the form name.
 
 

Edit Status

How to Edit Status

  • Adding/Editing New Status
  1. Scroll to the rightmost status on the board view and click "Add Status+"
  2. Select a status color

*Please note that you must select a color to add a status.

  • Changing/Deleting Existing Status Names/Colors
  1. Click the "..." next to each status

*You can choose from 18 different status colors

*You can also do this from "Settings > Status Settings."

 
How to Rearrange Status

1. Click the "..." next to each status
2. Click "Change Order"
3. Drag and drop each status to rearrange
4. Click "Update"

  • Status displays the number of cards under that status.
  • Due to pagination, it only loads card counts for the latest 30 fields.


Delete Status

  1. Click the "..." next to the target status
  2. Click "Delete Status"
  3. (If there are cards in the status) Select the status to move the existing cards to
  4. Click "Delete"

When Deleting a Status with No Cards Inside

When Deleting a Status with Cards Inside

 

Displaying Hint Text for Status Names

You can add details to the "Description" of the corresponding status in the "Form > Status Settings" in the settings.

Rearranging Cards

Data input and submission to the form will automatically create cards on the board view.

There are two methods for changing the status:

① Drag and drop the card

② Open the card and click "Status" in the upper right corner

For more information on using cards, please refer to this link. Please enter rich text