Create and Manage an Invite

Using the Dashboard

You may create an invite when you create a new board by clicking the invite button. You may also create and manage invites in the following areas: For boards listed in the My Board view, select Invites from the menu if permitted. For boards in private projects, select Invites from the menu. For boards in shared projects, select Invites from the menu if permitted. For existing invites in…

What is an Invitation?

Getting Started

An invitation is where you are invited to access a board with a given board role, either as a member or as a visitor. If you have permission to access a project and its boards, you typically would not need to be invited unless you want to provide an elevated role for a particular board. Invitations to boards are only…

Building Blocks

Templates

A/B Flowchart An A/B flowchart lets you visualize two different outcomes, but you can add as many outcomes as you want because of this chart’s simplicity. It is essential to have clear, defined goals in mind. 1 Cell Blank template to help you get started with your brainstorming. 1 Column Blank template to help you…

Track and Aid

Using the Board

Track and aid provide tools to track the movements of your colleagues or to provide assistance to them. Click on a participant’s profile icon in the top toolbar to view the available options for track and aid. Note: If there are many attendees, you’ll see something similar to the below “+3” icon in the top toolbar, where clicking displays all…

Borderless Video

Using the Board

The borderless video setting gives you the option to show no borders and title bars when video conferencing. The image above examples how video conferencing appears when borders are used or not. Applies To: Board Hosts, Board Facilitators, Board Editors, Board Viewers Plan Availability: Free*, Standard, Premium

Strategic Planning Templates

Templates

4L’s Retrospective 4L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project. 4Ps Marketing 4P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial performance. 666…

Research & Design Templates

Templates

6 Thinking Hats Technique Six Thinking Hats provides direction to decision-making and group thinking. To help teams generate and evaluate different points of view. ADDIE Model The ADDIE model is a process used by instructional designers and training developers. The five components are Analysis, Design, Development, Implementation, and Evaluation, a flexible guideline for building practical…

Problem Solving Templates

Templates

4 L’s Retrospective 4 L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project. 5 Why’s 5 Whys is an effective brainstorming tool that helps identify problems and gets to the root causes so you can focus on solutions. 6 Thinking Hats Technique…

Meetings & Workshops Templates

Templates

4 L’s Retrospective 4 L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project. 4P’s Marketing 4P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial…