Conceptboard has 6 main pages that all users can access.
Home Page
Your 'Home' page is the central hub of activity.
On this page, you can create a new board, search previous boards already made, view your assigned tasks and activity feed. You can also see your own projects and the ones shared with you on the left side on the page.
My Tasks
All your assigned tasks will appear at the top on your Conceptboard home page in the My Tasks section.
All your assigned tasks will be
grouped by
- status
- board
- project (board title will show at each task)
- none
sorted by
- due date
- alphabetically
Activity Feed
The 'Activities' feed shows all important activities that are happening in your Conceptboard team in the timeline format.
The feed will show you:
- Shared boards you and your collaborators are currently working on
- Boards that you have been invited to
- Boards that you have created or deleted
- Board updates
Notifications Button
The Notifications button at the top right corner of your Home page will show you activities for the most recent boards that you have worked on. You will be alerted with a red bubble next to the notification icon when there are new notifications that you have not seen yet.
It will show you all your @mentions and replies in the comments that you participate in, as well as any updates to an approval process for a board. Click on any alert to bring you to its location in the board.
Boards Page
The Boards page shows an overview of all projects and boards that you have created or been invited to. Boards are shown as tiles with a preview of the board content. Boards belonging to projects are shown with a grey ledge with the project name on them.
Simply click on one of the board tiles or project folders to open it. You can also create a new board directly form your boards page by clicking the blue tile saying "New Board".
Click on the three-dot-icon on the bottom right corner of the board tile or double-click the tile to access further options such as share, settings, duplicate and archive. For boards you can access the board's workflow and attachments as well as copy the board link.
You can quickly search for boards or projects by typing keywords in the search box. The basic search looks through all board titles. Clicking "Search board content to find more results" on the dropdown will extend the search to all comments and text added to a board.
To further narrow down your search you can choose between viewing all your boards, only boards owned by you or only boards shared with you.
Projects
Projects provides a way for you to not only organise boards, but also to easily provide access to anyone that needs it. On the left side panel, you will find a list of Projects that you are currently working on.
Simply add users as project members and they will be able to access all current and future boards created within the project. You also have the option to choose their Access Roles directly on the project level.
As a pro user, your Home page will show you a list of your active projects. You can create a project directly from this page.
Archive Page
With Project and Board archive, users can keep a list of all their active projects in their boards overview, and preserve older content in the archive. Archiving a project or a board makes it read-only and removes it from your Boards page. Archived boards or projects can be "reactivated" again.
Users Page
The Users page shows all of your contacts and invitations, including your team and other people that you have worked with on boards before. On the left hand side, you can choose to see only your "My contacts" list filled with your closest collaborators or your "My team" list.
Each user from "My contacts" is listed with:
- User name
- Email (only members of the same team can see each other's email addresses)
- Team
- Activation status: If the user has a grey envelope next to their name, this means that they have activated their email address and are able to receive notifications via email. If the user has an exclamation mark on the envelope next to their name, they have not activated their email and will not be able to receive any notifications via email.
Each user from "My team" is additionally listed with:
- Role: All Pro users will be categorized as an administrator, internal user or an external user.
Account Page
As an internal, external, or a free user, your Account page consists of two tabs that will show you all details regarding your account: The Overview and Edit Profile tabs.
As an administrator, you will have the first two tabs to manage your own account and three additional tabs to better manage the team account: Plan & Payment, Invoices and Team Settings.