Boards

A Board is a collection of items organized by the user. These items can be analysis files from Spotfire, interesting articles, results from an analysis, disparate data sources, online training modules, documentation, and even other Boards. Boards allow users to collaborate within an organization or team by sharing boards, making comments, and pinning.

Board Panel

After clicking the Boards button on the toolbar, a user will see the My Boards Panel. 

Option Description
+ New Board Add a new Board using this button.

Name Name of the Board to be created. This name will be searchable.
Description Description of the board.
Visibility Set visibility to either Private (visible to only the current user) or My Organization (visible to the organization).
Image Add an optional image as a thumbnail to the board.
Create Board Create Board.
Search Keyword search for the name of the Board.
Board Table Each Board a user is a member of as well as all boards marked with My Organization visibility are displayed here. The board's settings and creation date are also displayed. The fields displayed can be sorted. Clicking the board name will open the board.


Board View

After accessing the Board from Favorites or from the My Boards Panel, the user will be presented with a view of the Board.

Option Description
Pin This will bring a user to the Add To Board modal. This modal is described in more detail below.
Edit Board Details This will bring a user to the Edit Board Details Panel. This panel is described about in the the + New Board description.
+Add This will allow a user to invite other users to their board via the Board Members Panel.
Each User that can be added to the board is displayed here. The user's metadata is also displayed. The fields displayed can be sorted. Clicking Add action will add the user to the the board. Clicking +Add All will add all users to the board. The Back to Board button on the top right of the panel will take the user back to the board.
Pins Panel The Pins Panel displays the items currently pinned to the board.
Title and Thumbnail Displays the title of an item. Clicking on the item's title or thumbnail will take the user to that item.
Download If the item is downloadable, click this button to download the item.
Pin This will allow a user to add the selected item to a Board.
Terms Each item will have annotated terms. Clicking a term will bring the user to the search results for that term.
Actions Actions are operations that can be performed on a pinned item.
Up Moves the pinned item up in the board order.
Down Moves the pinned item down in the board order.
Move Moves this item to another board. This will bring a user to the Add To Board modal. This modal is described in more detail below
Comment Add a comment to the pinned item.
Remove Removes the pinned item from the board. NOTE: This does not delete the actual item only its presence on the board. 



Add To Board (Pinning)

Use the pin icon next to an item's title to add items to a board.

This action will take the user to the Add to Board modal.

Option Description
Recent Boards Recent Boards are boards the user has recently pinned to. Clicking a board here will pin the relevant item to the board.
All Boards The All Boards area is a list of all boards where the user is a member or visibility is set to My Organization. The list contains Name, Description, and a Pin Button. Clicking the Pin Button will pin the relevant item to the board.

NOTE: Holding CTRL will allow the user to pin the relevant item to multiple boards at once.
Pin to a New Board Clicking Pin to a New Board will take the user to the New Board page as discussed above. After creating the new board, the item will be pinned to the new board.
Cancel Cancel will cancel the Add to Board operation and exit the modal.

NOTE: Pinning an item to a board(s) will automatically exit the modal.