Using Boards for Planning

Updated 1 week ago by Andy Hugelier

Getting Familiar with Boards

Boards is a free form planning space, where you and your team can collaborate on work without needing a scheduled date.

Getting Familiar with Boards

What can I do with Boards?

Since Boards is a true free-form space, there is no one way to use it. However, here are some common use cases:

Create a "parking lot" board to save moments and content that need to be removed from the calendar
Create a "playbooks" board to house moment/content Stamps, playbooks, or other reusable elements
Plan moments and content for a campaign before scheduled dates are known
Use a Weekly, Monthly, or Quarterly Planning template to brainstorm content ideas and develop them in one space

A new board will be private, by default. Check out our article on Board Privacy to learn more about sharing and collaboration with Boards.

For more great ideas on how to use Boards, open the Templates at the top of the Boards directory.

Boards UI

Inbox - This is where moments land when added from other places like the calendar. This helps board owners have control and visibility on items being added to the board, and it stays visible only as long as it's needed. The inbox cannot be renamed or moved, and it will disappear when the moments within have been moved to another collection.
Collection - Collections help you organize your board however is best for you or your team's work. Collections can be renamed, have a description, collapsed, and inserted anywhere. You can have as many collections in your board as you need.
Moment - Each row in the table is a new moment. You can edit the cells for moments directly by clicking on each one. There is no limit on the number of moments you can have in a collection, and they can be moved from one collection to another by dragging and dropping. You can open the moment and add content or edit it further by clicking the "view" button when hovering near the name cell.

Creating within a board

The basic building block within a board is a moment. You can easily create new moments in the same way you would add rows to a spreadsheet.

Click 'create' at the bottom of the table in any collection.
Add a name and hit enter.
Several attributes of the moment can be edited directly (see 'Editing data in a board') by simply clicking on that field and adding or editing the value.

Adding moments to a board

You can add moments to a board by using the right-click menu from week view or by opening any moment and using the options menu (...) in the top right of the sidebar and selecting 'Add to Board'.

Removing moments from a board

To remove a moment from a board, select the option from the overflow menu (...) on the far right column of the table. Note that moments will be removed from the board, but will not be deleted. Scheduled moments will remain visible on the calendar, and all moments will still be visible in Opal to those who have access to them.

Editing data in a board

Editing data on a moment is as easy as clicking on it directly and editing in place. Some cells have different options available when you select them. Currently the workflow cell opens the workflow panel within content to give you access to the full functionality of editing workflow phases, tasks, and approvals.

Unscheduling moments and content

You can remove the scheduled date from moments in a board by clicking directly on the date field and selecting 'Remove Date' from the button at the bottom of the date picker.

What happens to unscheduled moments and content when you remove the scheduled date?

They will not be visible on the Calendar view
They will not deliver to publishing integrations, even if they had a previous integration set up
They will retain all of their other metadata and associations like Stories

Content Delivery Integration: Sprinklr

If content is in an unscheduled moment, the content’s workflow will automatically not reach the final approval stage and the workflow hangs in the UI after user approval.

Upon refresh, the workflow sidebar shows an incomplete phase.

Content Delivery Integration: Khoros

If content is in an unscheduled moment, the content’s workflow will indicate that a future delivery time is needed. However, the user is still able to click approve on the final phase, which will result in the same behavior as Sprinklr (as noted above).

Other integrations: Hootsuite, Dash Hudson, and FB Ads Manager

It is possible to move through a content’s workflow (when it is in an unscheduled moment). However, due to the content not having a scheduled date, the content will not be delivered to the platform. Currently, no error messages appear in the UI when this situation occurs.

Moment chat & activity (C&A)

Edits made to a moment in the Board view are currently not captured in the C&A of the moment.
When a moment is unscheduled and added to a board, the activity is currently not captured in the C&A of the moment.
When a moment is added to a board, the activity is currently not captured in the C&A of the moment .

Duplication

When attempting to duplicate a moment that is in a board, the duplicated moment will not be correctly associated with the board that the original moment was in. In addition, the toast notification that should link to the newly duplicated moment does not work and rather brings a user back to the board (when it should open the moment).

Assignments view

Content workflow tasks and approvals do not appear in the Assignments view if the content is in an unscheduled moment
Moment workflow tasks and approvals do appear in the Assignments view if the moment is unscheduled, however the moment name does not appear:

Personal panel

Content workflow tasks assigned to you do not appear in the Personal Panel if the content is in an unscheduled moment.
Personal Panel does not currently appear in Boards.

Search

If search is opened while viewing Boards, any object that appears in the search result can not be opened.
It is currently not possible to search for a specific board via search.

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