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Flow Board 2.0

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We’ve add a bunch of new, highly requested features to Flow Board with the release of 2.0! These release notes contain usage tips with screenshots and GIFs. Oh my! 🤓


Highlights

Marketplace Version 2.0.2


New Features

  • Add due date and time to cards

  • Lots of formatting options for Description and Comments including custom URLs and checklists

  • Delete card comments - your own and admins can delete anyone's

  • User assignment based notifications

  • Board read/write permissions

  • Export cards to JSON format

  • Share card link - export URL to the card for copy/pasting elsewhere

  • Choose board color

  • Refresh/sync board

UI Improvements

  • Made it harder to delete a card or list

Bugs

  • Fixed an issue where when editing the Description immediately after commenting on card was deleting the Description upon Save


Details


Due Dates and Time

Yay! Due dates and time!! We're excited to bring you this highly requested feature.

  • Add due date and time

  • Remove due date and time

  • Ability to mark the due date as Complete - click the checkbox

  • Indicators for when the date/time is:

    • Due Soon: < 24 hours from [now]

    • Overdue: due date/time is in the past

    • Complete: checkbox has been checked

      • Indicators display in the card and on the board

  • Does not include date/time based notifications for this release but is on our roadmap

Add Due Date and Time

Remove Due Date

Click the X > the X turns red > click the now red X again to delete or navigate away to cancel the deletion

Indicators


Formatting Options

We implemented the Quill Rich Text Editor which allows you to heavily customize your content with rich text including adding checklists, links, images, and videos. This applies to the card's Description and Comments. Visually inclined people rejoice!

Checklists

Add a checklist to the card's Description. Since this uses the Rich Text Editor you must be in Edit mode to check off an item. Currently you're unable to edit Comments so you wouldn't be able to update a checklist there. Bummer to hear? Vote for the feature request here: FB-58 - Getting issue details... STATUS Votes weigh heavily in our backlog prioritization.


Delete a Card or List

Previously users needed to click the X only once and it would delete the card or list. We've all clicked in the wrong spot - whether on Flow Board or elsewhere. Accidental misaligned clicking happens. To make things worse, we didn't provide any way for you to rectify your accidental deletion! We promise we're not sadists. Just human beings trying to balance everything.

We've now put in a second click to give you the opportunity to bail out.

Click the X > the X turns red > click the now red X again to delete or navigate away to cancel the deletion

See Flow Board 2.1 for how to unarchive deleted Cards and Lists


Delete Card Comments

We've all been there...put a comment out on the interwebs then promptly realized a mistake. Whether it be a typo, an unfortunate auto correct situation, or perhaps an irrational moment that you're now reflecting on as your words glare at you...and you swear you hear an evil laugh. Oh how you wish you could just delete that comment. Well, we've got your back.

You can now delete your own comments and admins can delete anyone's comments. Whew!

You must double click to delete. Click the trash can, then click the red X to delete. You know, because accidental misaligned clicking happens.


Admin Console

We've implemented a few admin level features - security over who can edit a board, notifications settings for when a user is assigned to / unassigned from a card, and exporting a board to JSON format. As such there's a new admin console in the Confluence administration.

Only users with the confluence-administrators group permission have access to the Flow Board admin console

Settings within the admin console apply to all boards within your Confluence instance https://<your server base url>.atlassian.net/

Configuration Tab

Settings (gear icon in upper right corner) > General Configuration > Flow Board > Configuration or http://<your server base url>/plugins/servlet/flowboard/admin/config

Notification Events

What users are notified about

Notification Channels

How users are notified - via Confluence Workbox and/or email

Permissions

Whether users must have read and/or write permissions for the page the board is on in order to edit the board. See Board Read/Write Permissions section below for more info

User Assignment Based Notifications

Users can be notified via Confluence and/or email when they are assigned to and/or unassigned from a card. Both these notification events and notification channels are controlled via the Admin Console. We recommend enabling this and then allow users to manage their own notifications.

We’ve added even more notification options in Flow Board 2.1. See More Notification Options section in Flow Board 2.1 release notes

Board Read/Write Permissions

You might be asking yourself... "What's the point of the 'read' permission since users without page read permission can't even see the page with the board on it anyway?" The "Require that users have page read permissions to read board data" permission is all about board data access using the underlying data API used to render boards to a page. Users without the read permission for the page with the board on it could still access the board data via the API even though they can't see the page/board. When the "Require that users have page read permissions to read board data" box is checked, those users without read permission cannot access that page's board data via the API.

We recommend enabling the read permission. You'll likely find out fairly quickly if your organization needs it disabled, which should be rare. Or perhaps you'll stop prying eyes in their tracks.

If you enable the write permission, we recommend you enable the read permission too.

If you enable the write permission, then users without page edit permissions will not be able to see the content in the cards. They will see the board and the card titles but will not be able to open the card and view the contents.

Boards Tab

Settings (gear icon in upper right corner) > General Configuration > Flow Board > Boards or http://<your server base url>/plugins/servlet/flowboard/admin/boards


Export Boards to JSON Format

Settings (gear icon in upper right corner) > General Configuration > Flow Board > Boards or http://<your server base url>/plugins/servlet/flowboard/admin/boards


Have you ever wanted to send someone a link to an open card so that they can see the card details without hunting for it on your board? Now you can get a link that will do this using the share button in the card detail dialog. When navigating to that link in a new browser tab, the card will automatically open after the board loads.

Users must have page read permissions for the page the board lives on. If a user is still unable to view the card, verify your Flow Board admin settings. See Admin Console and Board Read/Write Permissions sections, listed on this page, for instructions and tips.

We’ve update the share icon in Flow Board 2.1. See Share Card Link Icon section in Flow Board 2.1 release notes.


Choose Board Color

In page edit mode, click on the Flow Board macro and select your preferred color from the Theme dropdown.


Refresh / Sync Board

Say you have your Flow Board page open and a colleague says they updated a card but you don't see it. Click the refresh button and voila! This is also handy for when you personally have the Flow Board open on two different browser tabs and update it on one then later find yourself saying "I swear I updated it" without realizing you're on another tab. Not that this has ever happened to us or anything. (wink) Being in sync is good. Now if we could just figure out how to sync all other "tabs" in life this easily...

The refresh/sync button location has moved with subsequent release.

Please see Flow Board 2.1


Jira Issues

included in v2.0.2


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Flow Board 2.1



Highlights

Marketplace Version 2.1.0


  • Archive and unarchive Cards and Lists

  • Compact mode for one column boards - great for side by side or SWOT boards

  • Move cards to a different board

  • Move lists to a different board

  • Several more notification options


Details


Archive and unarchive cards and lists


Accidentally delete a card or list? Change your mind about a card you intentionally deleted? No problem.

  1. Click on the ellipsis to access the dropdown menu

  2. Choose Cards or Lists, whichever you want to unarchive

  3. On the specific card (or list) you want to unarchive, click on the circular undo arrow and choose which list you want the card to go back to

This changes the Board Refresh/Sync Button location

Compact mode

We find this feature handy for minimizing the page footprint of boards, for boards containing only one list, and doing SWOT analyses. We’d love to hear how you use it.

In page edit mode, click on the Flow Board macro and check the ‘Compact’ checkbox.

Here’s how we setup our SWOT board

Add list

As you’ve probably noticed, compact mode removes the ‘Add list’ input field. To add a list to a compact mode board, click the ellipses, then ‘Add List’ from the dropdown menu.

Move cards to a different board

Drag and drop cards to a different board. This works regardless if compact mode is enabled.

Move lists to a different board

Drag and drop lists, and all cards within it, to a different board on the same page. This works whether or not compact mode is enabled.

Currently, dragging a list to an empty board does not work as smoothly as it should – while possible, it can be hard to activate the drop zone in the empty board. We have a Jira issue open for this FB-80 - Getting issue details... STATUS which we welcome you to add your vote.

In the mean time, you can use this workaround:

  1. Create a temporary list on the empty board (board B)

  2. Move the desired list from board A to board B

  3. Delete the temporary list from board B

More notification options

We implemented notifications with Flow Board 2.0. Flow Board 2.1 brings more control over which actions users will be notified of and whether they should be notified about their own changes.

The following mentions from Admin Console section of Flow Board 2.0 release notes still apply:

  • Only users with the confluence-administrators group permission have access to the Flow Board admin console

  • Settings within the admin console apply to all boards within your Confluence instance https://<your server base url>.atlassian.net/

Card share link icon

We’ve updated the share card link icon that was added in Flow Board 2.0


Jira Issues

included in v2.1.0


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Related Documentation


Flow Board Server and Data Center - User Guide

Release notes


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