Capsules management

To create a new Capsule , proceed as follows: From the Capsule browser or a folder, click the blue plus button next to Capsules underneath the Top Menu. A dropdown menu will appear. Choose Capsule and a configuration popup window will ap...

Log into a Board Platform and you automatically land in the Capsule browser: all the Capsules and folders you can access are in the form of tiles. Read about the Board workspace for more information. To open a Capsule, you can perform two ...

This topic describes how to copy, delete, rename, and move an existing Capsule. Copy a Capsule To copy a Capsule , you need to select "Save as" from the right click menu. You can copy a Capsule either by right clicking over the Capsule tile ...

The Capsule Properties page allows you to define the following Capsule data and settings: Capsule name . Read Create a new Capsule for more information on Capsule name guidelines Home Screen . Select which existing Screen you want...

To change the Data model associated with a Capsule (i.e. with all Screens of that Capsule), proceed as follows: Right click over the Capsule tile and select "Capsule properties" In the Capsule properties page, click on "REPLACE DATA MO...

It is possible to export data represented on a single Capsule Screen in various print-ready file formats. Export printable report This option will export the current Screen in the following formats: PDF file Microsoft Word docume...

From the navigation left panel, you can create Capsule folders. Folders not only allow you to effectively organize your Capsules, but also offer you the ability to manage access to Capsules and Capsule editing permissions through folder security...