How to Use the New Boards Feature in Materio
Welcome to a guide on navigating and making the most of Materio’s newly released "Boards" feature. This feature is designed to enhance your experience in planning and brainstorming, and presenting groups of products to clients for approval. Below is a step-by-step walkthrough:
Creating a New Board
Step 1: Locate the Orange Plus Sign:
Scroll to the end of your plan pages until you see an orange plus sign.
Step 2: Click Create Board:
Click on this sign to create a new board.
Customizing the Board Logo
Auto-populated Logo
Upon creation, if you have a logo associated with your account, it will automatically appear on the board. Alternatively, you can delete your logo.
Uploading and Adding Images
Upload Images
At the top of the board, you can upload images for inspiration or concepts you've saved on your computer.
Add from Library
You can also add images directly from your Materio library. Just so you know, currently, adding from your library will only pull in the images associated with items. It won’t link them to products.
Create room boards by adding product options from your scope of work in two clicks.
Easily label products you've brought in using their scope and location.
When arranging items within your board, you can use the layers function to move images or products forwards or backwards.
Materio is excited to offer you this feature and is looking forward to your feedback. If you encounter any issues or have questions, feel free to reach out at hello@materio.co