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Comala Boards is Data

Center and

Center and Server compatible

Getting started with boards

Table of Contents
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excludeGetting Started with Boards

Comala Boards is Data Center compatible

How can I use boards?

Once you have installed Comala Boards, you can

What is a board?

A Comala Board is a fast and effective way for you to brainstorm and visualize your content and ideas. 

A board

can be

is embedded into either

  • an existing page by adding the boards macro or

  • a new page when creating a page using a Comala Boards blueprint

There are a number of

Several board templates

that

can be used to help you get started, such as the SWOT Analysis board.

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A board consists of columns into which you can add containers.

Each container has these attributes

  • the container name

  • the container description

  • the labels defined for each container

All the board templates available when adding a board to a page can be viewed in the documentation Boards Exchange.

SWOT Analysis Board

The SWOT Analysis board has four containers - Strengths, Weaknesses, Opportunities, and Threats.

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Board

Cards

cards

Within each container, you can add one or more cards

Once added to a board, a card can be moved to different containers on the board.

Info

This is done without the need to edit the Confluence page.

Choosing a card

will display

displays any labels for the current container and any additional card content.

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Board

Pages

page-cards

Each board can be configured to allow a card to be added as a simple card or as

a page-

a page card.

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Adding a card as a page

-

card

will

automatically

create

creates a linked Confluence page.

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The linked page is displayed in the sidebar navigation.

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  • the page name is the same as the page

-
  • card on the board

  • the Confluence page is created as a child of the page containing the source board

  • any board content for the page

-
  • card such as the description is added to the new Confluence page

  • the board container labels are added as Confluence page labels

If pages (page

-

cards) are allowed on the board, any existing card on the board can be converted to a page

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The converted card

will be

is displayed on the board as a link to the newly created child page.

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Moving the page

-

card location to a different container on the board

will

automatically

change

changes the labels to those of the new board container.

The labels

will

change for BOTH the page

-

card on the board and the linked Confluence page

(info)

 If you

  • remove the page-card from the board this does not delete the child page

  • delete the Confluence linked page this will remove the board page-card from the board

Adding a new board to a page

You can create your own customized Comala Board

  • choose Edit your page

  • add the board macro to your page

Choose
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    Choose
    • choose the number of rows and columns for your new board by 'scrolling to select' across the displayed grid

    .
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      Choose
      • choose Insert

      .

      This board macro, currently configured as a single cell board,

      can be

      is saved to the Confluence page by choosing Update (or Publish if creating a new page).

      The new board

      will be

      is displayed on the published page.

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      Info

      In this example

      it is

      the board has a single container in a single row and single column

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      Users can add cards and card

      -

      pages to the board on the page.

       

      Tip

      The design and layout of the board can be customized using the board editor.

      Customizing the board

      A board can be customized using the board editor.

       Choose

       Choose the options from the board dropdown menu.

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      • Design board

       - to
      •  to

        • edit rows, columns, headers and footers

      and
        • board containers and their colors

      • Board properties

      -
      • to

        • edit board name, board description

      ,
        • match cell heights across rows and/or columns

      ,
        • choose to add cards or card-pages or both

      ,
        • hide or show container descriptions

      and
        • notification of watchers

      • Board filters

      -
      • to

        • display content based on labels, spaces and/or parent

      Info

      Experienced users can also view and edit the board markup.

      Customizing the new board layout

      anchorboarddesign

      boarddesign

      The initial board is a single row, single column with one unnamed container.

      The layout of the board

      can be

      is customized using the tools in the Design option in the board editor.

      • choose Edit the Confluence page

      • choose Edit the board macro to open the board editor

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      A number of


      Several tool icons in the board editor allow you to customize the design of the board.

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      Add and remove board rows

      Add and remove board columns

      Add and delete a board container

      Add a color scheme and/or an emoji to a container

      Display and edit row and column header

      Customizing a board container

      In the board editor Design board option.

      Choose
      • choose Click to edit in container to add or edit the container name and label(s)

      .
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        Choose
        • choose More...  to add a container description

        .
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        Info

        Adding a container name

        will

        automatically

        add

        adds the name as a label for the container.

        If you later change a container name you will have to manually edit the label to reflect the new name.

        You can also utilize the board design tools and the board properties option to

        • add row and column headers

        ,
        • a container color scheme

        and
        • an emoji for the board using

        the design
        • the design tools

        • add a name for your board in the board properties

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        Choose Apply to save any changes to the container.

        Choose Update to add your updated board to the published page.

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        Tip

        If there are multiple rows or columns, containers can be dragged and dropped to different cells in the board table. You can also have more than one container in a table cell.

        Setting Board Properties

        AnchorboardpropertiesboardpropertiesYou can edit

        Edit the properties of the board in the Edit Board

        dialogue

        dialog box.

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        In

        the

        board properties, you can

        • add or amend the name

        for
        • of the board

        • add or edit the board description

        • enable or disable checkboxes for card types that can be added to the board

        • choose a default page template for the creation of linked board pages

        • constrain the number of cards per container

        The board properties toolbox icons

        can be

        are used to

        • set the board alignment on the published page as

          • centre

          • or left aligned

        • match cell heights

          • across the rows

          • or across the board

        • hide or display container descriptions on the published page

        • hide or display multiline text in board cards

        • manage notifications to page watchers for board change

        You can create a range of individual boards with different containers.

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        Reporting Comala Boards in a space

        An overview of all the Comala Boards being used on pages in a space can be displayed using a shortcut menu in the Confluence

        side bar

        sidebar.

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        This report displays a visual list of pages in the current space with added boards.

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        Panel
        borderColornone
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        titleRelated Links

        Comala Boards

        Child pages (Children Display)
        pageWelcome to Comala Boards for Confluence Data Center and Server
        first7

        Related links

        Help

        Contact