Get started

Get started

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 embedded in an existing page by adding the board macro. 

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

Comala Boards Cloud SWOT analysis board displayed on Confluence page with four quadrants

An existing board template can be customized, or you can create your own board.

Comala Boards Cloud custom tasks board with onboarding tip overlay for new users

Add a board to a page

  • Edit a Confluence page

  • Select the Comala Boards macro to add the macro to the draft page

  • Choose an existing board in the board picker to add to the page

Comala Boards Cloud insert board dialog with Agile template selection highlighted

Available boards are displayed under different categories.

Choose a board to view the board outline details.

Comala Boards Cloud insert board dialog showing MoSCoW prioritization template option

Boards are available for task management, strategic business frameworks, and agile processes.

Choose Insert to add the board to the macro on the draft page.

Comala Boards Cloud board macro editor displaying MoSCoW template configuration settings

If you want to edit the board macro before adding it to the published page

  • Select the pencil tool to open the board editor

  • And if required, customize

    • The board layout

    • Container names

    • Icons

    • Colors

Choose Publish to add the board to the published page.

Comala Boards Cloud MoSCoW prioritization board on page without cards added yet

Cards can be added to the board by users without the need to edit the page.

Users can also drag cards between cells (or containers) on the board.

Comala Boards Cloud MoSCoW board with sample cards populated in priority columns

Moving a page-card (card linked to a page) between containers on the board changes the label(s) of the linked page to those of the new board container.

Click a container name on the published board to display the container description and any container labels.

Comala Boards Cloud container with description and label fields for customization

Adding cards to a board

Cards can be added to any container on the board by users.

Cards can be simply cards on the board or page-cards with a linked Confluence page.

Comala Boards Cloud custom tasks board populated with task cards in different columns

Add a card

Choose a container and either:

  • Hold the pointer over the top right corner and select the plus symbol +

  • Double-click the body of the container

Comala Boards Cloud add card interface showing options to create new board items

Type the name required for the new card.

Choose Add.

Comala Boards Cloud add card dialog with title and description input fields

Add a page-card

If a page exists in the current space with the proposed card name, you can select the suggested page to add as a card title

Comala Boards Cloud add page card dialog for linking existing Confluence pages

Choose Add to add the card to the container.

The new card is hyperlinked to the page as a page-card

Comala Boards Cloud board showing newly added page card integrated into layout

An option is provided to search for page names in other spaces.

Converting an existing card to a page-card with a linked Confluence page

Existing cards on the board can be converted to a page-card to create a linked Confluence page as a child page to the current page.

Comala Boards Cloud card conversion menu option to transform card into page

Then choose Convert to page.

Comala Boards Cloud convert to page dialog for creating Confluence page from card

Page-cards can also be created from existing Confluence pages in the space.

Comala Boards Cloud add card from existing page dialog with search functionality

Type the first letters, and the possible options for a page to be linked to the card will be listed.

Edit a card

  • Choose a card to edit the contents of the card

  • Add or amend card contents

  • Choose the tick to confirm

If you add a soft return (shift/return) to create a new line of text in the card, only the first line is displayed on the card on the board. 

Mouse over a card on the board to see any additional text (if present).

You cannot edit a page-card contents. However, any change in the title of the linked page is reflected in the card name on the board.

Remove a card

To remove a card from the board

  • Hold the pointer over a card

  • Choose the trashcan icon

Comala Boards Cloud card with trash icon for deleting cards from board

Then choose Remove.

Comala Boards Cloud card removal confirmation dialog with delete options

Removing a page-card does not delete the linked Confluence page or change the labels of the previously linked page.

 

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