Build Boards

Qntrl lets users create a board in three different ways:

1. Start from scratch : This is a quick create option where a default process (Form and Blueprint) will be created with default fields in the forms and a simple blueprint, which can be customized later. 
2. Choose from templates: Beginners can use the existing templates created based on business use cases by our team to create a board.
   
3. Create from Settings : Users who wish to automate their own process step-by-step can define their process and create their own Board from Settings. 
   

Create Quick Boards     

1. Navigate to  Boards  in the left panel.
   
2. Click the  New  Board   button at the top-left corner.
   
3. Click the Create button in 'Start from scratch' tile.
4. Enter the following details in the pop-up:
   
1. Board Name: Enter a name for the workflow you are automating.
   
2. What should each record be called?: Enter a name here or choose from the suggested ones. The default option will be 'Card'. Option chosen here is specific to each board. 
3. Description: Enter the details of the board.     
   
5. Click   Create .
   

Upon creating a board, a form and a blueprint will be created automatically with default fields and a basic blueprint.

 

If you would like to update the form or the blueprint, you can hover over the board, click more options    , and choose Manage Board to make changes as per your requirement to the board (or) you can navigate to  Settings  , select  Board  to update the form and blueprint of the board. 

 

Board Templates   

Our team has designed a set of templates based on different use cases with which Qntrl can be used and they are readily available for installation.

 

To install a Board template:

1. Navigate to Boards  in the left panel.
   
2. Click the  New  Board   button at the top-left corner.
   
3. Click the  Explore  button in 'Choose from templates' tile.
4. A list of templates will be available under Board Templates . 
   
5. Click the template that is relevant to your business.
   
6. Take an overlook at all the board components that will be added on installing this template.
   
7. Click Install . 

The respective template will be installed in your organization and listed under My Boards  section. 

Users with permission to create board can install templates from the gallery. The permission is enabled for all profiles by default and can be turned off by admins.

Create from Settings     

To create a board from Settings,

1. Navigate to and select Board  in the left panel.
   
2. Click Create .
   
3. Enter the following details in the pop-up:
   
1. Board Name: Enter a name for the workflow you are automating.
   
2. What should each record be called?: Enter a name here or choose from the suggested ones. The default option will be 'Card'. Option chosen here is specific to each board. 
3. Description: Enter the details of the board.     
   
4. Click Create .
   

You'll now be directed to the 3-step wizard.

1. Step 1: Create Form .
   
2. Step 2: Design Blueprint .
   
3. Step 3: Review Board . 

When you complete this wizard, you are all set with your board.  

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