Copy of Open and manage Activeboards (Activeboard manager)

About the Activeboard manager

The Activeboard manager is a modal window which appears automatically when accessing the Activeboards section menu where you can create, filter, refresh, and manage your domain’s Activeboards. To access it, just click the folder icon in the upper-left corner of the Activeboard area. Here you can perform the tasks described below.

Click the upper left New Activeboard button to create an Activeboard and the Refresh button to visualize any changes in your list.

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What permissions do I need?

Apart from the Activeboards (manage) permission required to access the Activeboards area and manage them, you also need specific Activeboards to be shared with you on a manage basis (refer to Share Activeboards for more information).

The Activeboards displayed here are those created or installed in the domain (PENDING CONFIRM) that have been shared with you. However, if you have only been granted view access, you will not be able to perform the tasks labeled as "manage" in the management section below. (PENDING CONFIRM)

Having the User resources permissions will grant you full access to the Activeboards area and over all Activeboards in the domain.

Filter Activeboards

You can use the following options to filter Activeboards in the Activeboards Manager:

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• Search box:

  • By name: introduce the desired text in the search box and the Activeboard list will be filtered as you type, showing only those containing that string.

• Buttons:

  • Favorites: click the Favorites button next to the search box to show only those Activeboards marked as favorite by yourself, while changing the button’s color to indicate the activation of that filter.

  • Shared: click the Shared button next to the search box to show only those Activeboards that have been shared in your domain, while changing the button’s color to indicate the activation of that filter.

  • Created by yourself: click the Created by me button below the search box to show only those Activeboards you created, while changing the button’s color to indicate the activation of that filter.

  • Scheduled: click the Scheduled button next to the search box to show only those Activeboards that have a scheduled report, while changing the button’s color to indicate the activation of that filter.

• Filters:

  • By name: type the activeboard name and the visible list will fit with that information.

  • Created by: type the user name or select it from the dropdown menu list.

  • By tags: type tag name or select the Tags dropdown and choose one or more tags.

  • By user: click the Filters button next to the search box, select the Users dropdown and choose one or more users. Click Apply to show only those Activeboards created by those users.

Deselect the applied filter buttons to remove any of them.

See Activeboard information

The Activeboard manager shows the activeboard information:

• Name: The name of the activeboard is linkable to directly open in the Activeboards area. Hovering it makes the description information appears.

  • The icons appearing next to the name indicates if the activeboard has been shared or scheduled.

• Last modified:  the moment in which the latest change was performed, expressed in local time and date.

• Description: the text introduced when the Activeboard was created to summarize the content or to introduce any other information.

• Created by: the name of the user that created the Activeboard.

• User Tags: the tags applied to this Activeboard. If you click the + icon (or the pencil icon when there are tags already applied), you will open the menu to create and apply tags. See the section below to know more about how to create and apply tags.

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Open and manage Activeboards

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To open an Activeboard, simply click its row on the Activeboard manager or use the option explained in the table below. To manage an Activeboard, select any of the following icons at the left-side:place the cursor over its row and two icons will appear:

• Heart icon: click it to mark an Activeboard as favorite (only for you). Your favorite Activeboards are listed in the Favorite Activeboards widget of your Home page.

• Pencil icon: click it to edit the name and description of an activeboard.

• Open icon: click it to open the activeboard in a new browser tab.

• Ellipsis icon: click it to open a contextual menu with the a set of options, which depend on the access permissions you have over the corresponding Activeboard. Assuming you have manage access, the options shown are those explained below:

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Open VIEW/MANAGE	Opens the corresponding Activeboard.
Open in new browser tab VIEW/MANAGE	Opens a new tab in the browser to show the content of the corresponding Activeboard.
Set as default VIEW/MANAGE	Set the Activeboard as the default one to be shown when accessing the Activeboards area. When no Activeboard is selected as the default, no Activeboard is open upon access, and a message will be displayed prompting you to select one.
Manage user tags VIEW/MANAGE	Opens a window to create and assign tags. You can perform the following actions: Create a tag: write the desired tag name inside the field, press Enter in your keyboard, it will take the form of a chip to indicate it has been created in and the select the Create row that appears below, and click Apply. The tag will be created and assigned to this Activeboard, and will be available to apply to other Activeboards. Assign a tag: click inside the field, select one from the dropdown, and click Apply. Remove a tag: applied tags appear inside the field. Click the activeboard Ellipsis icon at the left side and select the Manager user tags option, then click the cross icon next to them and click Apply. The tag will be removed from that Activeboard. Additionally, it will be deleted in case it was assigned only to that Activeboard. Applied tags can be seen by expanding the Activeboard info and used to filter Activeboards, as explained in the sections above. Existing tags Take into account that the existing tags will remain as an option to select in the dropdown as long as they are applied to at least one Activeboard; if they are removed from that Activeboard you will have to create them again. User-dependent Be aware that tags are user-dependent, this means that only you will be able to see and use the ones you create and therefore you cannot see or use the ones created by others.
Edit details MANAGE	Edit the Activeboard's name and description.
Clone MANAGE	Make a copy of the Activeboard. Select the Clone button to just copy otr the Clone and open button to start working with your Activeboard.
Delete MANAGE	Delete the Activeboard.