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Customizing your Creative Boards
Customizing your Creative Boards

How to make edits in your Creative Boards and build a workflow that works for you

Updated over 5 months ago

Creative Boards is a great way to keep track of your asset production pipeline, and allows you to brief your team, track your work and handle creative feedback rounds under one roof.

If you add a new Creative Board to your space using one of the public templates, you can easily make edits to make sure it fits the workflow of your team.

Add new columns

If you scroll all the way to the right of your board, you can add new columns by clicking on the plus sign. You will see a list of different column types appear, from regular text and tagging users, to uploading media and setting deadlines.

Column settings

Once you have added a new column, you can edit the settings of that column by clicking on the header. This allows you to change the name of the column, and for some types you can enable multiple values. In the case of selection columns, enabling multiple values will turn the column from a single-select to a multi-select.

Grouping the board

If you click on the eye symbol on top of the board, you can change the way you are grouping rows on the right-hand side of the modal.

Adding filters

To filter out rows in the board, simply start typing a keyword into the search bar, and you will see a list of option matching your search. After adding the filter, you will see only the relevant rows in the board, and can choose to save the filter for everyone in the space by clicking on the blue checkmark next to the search field, which appears every time you make a change to the filtering.

Adding multiple views

You can easily look at the board content through multiple different lenses. As an example, you may want to have one view that is grouping the rows by status, and another one grouping them by the sprint. To do this, just click on the plus sign next to the current view you're using. This will create a copy of the current view, and you can change the layout of that without changing anything in the previous view.

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