The workspace

Once you have logged into Board, you will automatically land in the Capsule browser. This is the home page of the Capsules section, where it is possible to navigate through Capsules and Capsules folders.

The Capsules homepage provides common navigation elements used in the entire Board Platform, such as tiles and the Main Menu.

Here's a breakdown of all main elements of Board's workspace and interface:

1. Main Menu

2. Top Menu (Toolbar)

3. Navigation left panel

4. Tiles

5. Contextual search

1. Main Menu

Board's Main Menu appears when the mouse pointer hovers over the light blue square at the top left corner of the page. From the menu you can quickly jump to one of the other sections of Board, access your Favorites Capsules page, access your recently opened Capsules or perform a search on the entire Platform.

When accessing the Main Menu, the section you're currently in is highlighted in bold.

Depending on your User license and Role, some menu items could be unavailable.

2. Top Menu (Toolbar)

From the Top Menu, located in the upper right corner of the page, you'll be able to access to following features from anywhere in Board:

• The User menu. From the User menu, you can Sign Out, switch language, review and edit your User profile, click on the "User community" link to reach Board's User Community, and access Board’s Privacy & terms. At the bottom of the User menu you will also find your Board version and revision number

• Collaboration features:

  • Feed. Click on the Feed icon in the Top Menu to open the Feed area in the sliding right panel

  • Discussions. Click on the Discussion icon to show the sliding right panel with a list of Capsules and a number indicating unread threads for each one.

  • Chat. When you click on the chat icon, a dedicated side panel will appear. From there, you will be able to start chatting with a user or a group of users

You can also switch from Play Mode to Design Mode and vice versa by pressing the F4 key within a Capsule.

3. Navigation left panel

Depending on your User license and security profile, a contextual navigation panel is also available in the Capsules, Data model, and System Administration sections. This panel appears by default and can be collapsed or expanded by clicking on the blue icon , which, when hovered over, becomes an arrow indicating the direction of the expand or collapse.

4. Tiles

Depending on which section you are in, tiles will give you access to Capsules, Presentations, Data Models, and subsections where you'll be able to manage data or perform specific tasks.

In the Capsule browser, tiles represent Capsules or Capsule folders: click on a tile to access a Capsule or a Capsule folder.

Folder security settings set by an administrator, your User profile or Role could prevent you from accessing certain Capsules or Capsules folders.

Capsule tile options

To access the options of a Capsule tile, right-click anywhere on the tile to perform the following actions:

• Go to Screen

• Add/Remove the Capsule from your favorites

• Enlarge the tile size

• Reduce the tile size

• Configure the tile appearance

• Rename the tile

• Move the tile to a folder

• Save the Capsule as a duplicate

• Edit the Capsule by entering directly into Design mode as opposed to Play mode (default)

• Configure the Capsule properties

• Delete the Capsule

Capsules tiles for Capsule in old format (.cpsx)

If Capsules were created with versions 10.5 or earlier, after the update to Board 14, the Capsule tile will display in the Capsule browser with a grey dotted line border and in greyscale.

Right click anywhere on one of those Capsule tiles to perform the same actions as described above except for "Edit in Design mode". In order to open or edit the Capsule, you must click on "Migrate Capsule" located at the top of the options list.

• Migrate Capsule. To edit the Capsule with the web client you will need to migrate the Capsule to the newest format (.bcps). You can choose to create a backup copy in the original format before proceeding with the migration  

• Edit in Design mode. Without migrating the Capsule by clicking on the "Migrate Capsule" option, you will not be able to edit in Design mode. Until then, this option will produce the following message:  

Data model tiles

In the Data model section home page, tiles represent individual Data models: by clicking on a tile, you will be able to access that specific Data model design and management functions.

By right-clicking on a Data model tile, you can perform the following actions:

• Rename the Data model

• Delete the Data model

• Backup the Data model

• Restore a Data model from a backup

Depending on your User license and Role settings, the backup/restore functions could be unavailable. When a Data model created with an older version of Board is imported, it may need to be migrated to the version installed.

5. Contextual search

The contextual search feature will list all Capsules, Presentations, Data models,  and within each System Administrative section matching the keyphrase you entered.

The feature is available in the following sections of Board:

• Capsule browser

• Data model home page

• Presentations home page

• All System administration sections

• Favorites page

• Recents page

The Board search algorithm will search for the keyphrase within:

• Capsules names

• Presentation names

• Data model names

• System Administration sections

The keyphrase must be at least 1 character in length and can contain spaces. The search engine will look for the full keyphrase in the Board resources mentioned above. If no result is found, it will consider single keywords for the matching. Typos and misspelled words are handled with a tolerance.

The search results page will include:

• Capsules

• Presentations

• Screens

• Slides