Boards
For anyone on your team who tracks customer onboarding or internal projects in BlueHill Boards. Start here, then follow the guides in order or jump to the one you need.
BlueHill Boards: user guideWhat a board is A board is a single project or workflow. Its tasks and stages live inside it. Most boards belong to a customer, for example the onboarding plan for a new account. Internal boards track work that is not tied to a customer, such as a product rollout or a compliance…4 min readThe Boards page at a glanceOpen the Boards page 1. In the top navigation, open Operations and choose Boards. (If Boards is your home page, it is already open when you sign in.) 2. The page lists every board in your workspace. By default you see active boards of every type, in Cards view, sorted by the dat…6 min readFind, filter and organize boardsSearch boards Type in Search boards... to narrow the list as you type. Search matches the board name, its description, and the linked customer's company or contact name. Clear the box to see every board again. Board type, Active or Archived, and Mine - All / Customer / Internal…6 min readCreate a boardBefore you start Decide two things: - Customer or internal? Link the board to a customer when the work is for that customer. The board then appears on the customer's Boards tab, and customer-owned tasks can be published to the customer portal. Leave the customer empty for intern…4 min readWork inside a boardOpen a board - From Operations → Boards, click a board name or choose View from its ⋮ menu. - From a customer record, open the Boards tab. A customer's board always opens here, with the customer's details one click away. The board header The header shows, from left to right: - T…7 min readAdd and manage tasksAdd a task 1. Open the board and click Add Task below the task table (or choose Add Task from a board card's ⋮ menu on the Boards page). 2. The Add Task to Board form opens with the Task Name field ready to type into. Fill in what you know; only the name is required. 3. Click Cr…5 min readTask details, notes, activity and filesOpen the task panel Choose View from a task's ⋮ menu. The task panel slides in from the right, headed View and edit task details, with five tabs: Details, Notes, Activity, Wiki and Files. Details tab There is no Save button. Each field saves as soon as you change it. Text and nu…4 min readStatuses, priority and progressTask statuses and the progress they set Every task has one status. Picking a status also sets the task's progress percentage, so you rarely need to move the slider yourself. The default statuses are: | Status | Progress it sets | |---|---| | Not Started | 0% | | Scheduled | 10%…4 min readEdit, share, archive and delete a boardOpen Edit Board The Edit Board panel is the home for everything about the board itself. Open it from: - A board card's ⋮ menu on the Boards page (Edit Board). - A board row's ⋮ menu in Detail view. - The ⋮ menu in the board page header. - The activity icon on a card, row or boar…5 min readBoard templatesOpen Board Templates Open Operations → Board Templates. The page lists every template in your workspace as a table: a colour swatch and Name, the Description, the Board Groups new boards are filed into (click — click to add to set them), and the number of Tasks. View opens a tem…5 min readAutomationsWhere automations live | Scope | Where | Runs on | |---|---|---| | One board | Board menu ⋮ → Automations, or the Automations tab of the Edit Board panel | That board only. | | A template | Operations → Board Templates → template → Automations | Every board created from the temp…6 min readFAQ and troubleshootingI cannot find a board Check these in order on Operations → Boards: 1. The Mine toggle. If it is on, only boards you are a member of are shown. 2. The board group switcher. If it shows a group name, choose All boards. 3. Active / Archived. Archived boards only appear under Archiv…3 min read