Group Boards by Client or Facility

Group Boards by client or facility

  1. From the home page, click "Edit" under "Default Settings & Groups".
  2. Add a couple groups for you facilities or biggest clients. Click "Save".
  3. Edit a board.
  4. Place the board into a group. It's in "Display Settings" near the top of the screen
  5. Save the board.
  6. On the homepage, filter down to that group.

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