When you are on a board you have various menus and options to work with.
Board Menu
When accessing the Board menu, you can open board settings and the Updates and Approval menu, change the board background colour, share your board, or download files. You can also open a new blank board and save as a new board or duplicate the board.
Edit Menu
When items are selected in your board , click on the Edit menu to have further options. In this menu, you can undo your last actions, copy or delete items. When one item is selected, you can directly download that item as an image or in its original file format from this menu by clicking on the "Export" button.
View Menu
When accessing the View menu, you can choose to show the Board grid, select full-screen mode, choose to show user cursors or hide the menu. Any option in the menu that has a checkmark next to it means that this option is already active.
Help Menu
Here you will be able to open our keyboard shortcuts menu or open a support ticket with us if you have any questions/feedback.
Insert Menu
You can access the Insert menu by clicking on the Plus (+) button at the top left corner of your boards. Here you can use our file picker tool to upload files from your computer or cloud storages, insert sections, widgets, building blocks and templates, add icons, embed video or audio files, or upload web images.
When using a tablet, you can take pictures and directly insert them into your board.
Tip: Read this guide on how to add content.
Live Participants and Account Menu
In the top right corner, you will see all board participants that are currently working live with you on the board. You can click on a participant's name to see additional information about them. If you are the owner of the board, you can also change any participant's access role or make them moderators by clicking on their icons.
By clicking on the drop down menu next to your name, you will find further options for your account.
Share Button
Click the "Share" button, located in the top right corner of your boards, to edit your Board Access Settings.
Unshared/private board:
Shared board:
From the share dialog, you can invite users, share the board link, restrict access to specific users and remove guest access.
Full Screen Mode and Minimizing Top Bar
You can switch to Full screen mode and the interface of your browser and operating system can be hidden away, while the Conceptboard window is enlarged to cover your whole display.
You can also minimize the headline toolbar by clicking the double arrow pointing up in the right corner.
Side Navigation Bar
Board alerts, tasks, board outline/sections, and minimap are all located in one simple side navigation panel on the left side of the board.
Alerts
This is where you are notified when someone @mentions you. You can click on the alert to see exactly where you were mentioned on the board.
Tasks and Comments
You can be filtered by:
- All tasks and comments
- All open tasks
- All completed tasks
- My mentions
- My open tasks
Board Sections Outline
Add an entry to your board outline by selecting it and clicking the add to sections icon in the floating toolbar.
- You can include shapes, text boxes, sticky notes, uploaded files, and sections in the board outline.
- You can create sections from within your board that are automatically added to your outline.
- To edit your outline list, right click the item to access more options. There, you can easily rename, reorganise, and export each item.
- You can select multiple sections at once and export them as a PDF.
User Cursor
If you turn on user cursors when there are multiple users on the board, their location will show up on the minimap. This is a useful feature during group meetings as it shows the exact position of each user and makes it easier to see which element or section each person is referring to.
Tip: Check out the video guide on presentations, video conferencing, and user cursors.
Video Conferencing
Video conferencing is located at the bottom right corner of your board, and is available on any Web-RTC enabled browser. Click on the telephone receiver icon to turn on video conferencing. Other users in the board can listen, or turn on their own video camera as well.
For more info, check out our video conferencing article.
Moderator Mode: Live Presentations
To start a live presentation, click the moderator mode in the lower right corner of the board. This step will allow you to take control of every board participant's movement. Other users on the board will see your user cursor and follow you around the board. A flashing symbol is shown over the icon of the user currently in moderation. Users with correct rights (see permission table) can start a moderation session from the moderation panel by clicking the "Start moderation" button. This button will be disabled for users without correct access rights. All board users are pulled into the moderation session by default, unless they have previously (in this session) chosen to ignore moderation.
Moderator Mode: Laser Pointer
Moderators can use the laser pointer tool to bring attention to a specific part on the board. The laser pointer lets you turn your cursor into a red dot to highlight certain areas on the board.
You must be the board moderator to use this tool. This setup allows for only one laser pointer per moderation session. Consequently, to use the pointer, the moderation function must be active.
Chat
Use our board chat for quick conversations. You can clear the chat at any time to delete messages permanently. The chat icon will have a red glowing dot when new messages appear.
Conceptboard Logo and Board Title
Your logo takes you back to your boards overview page.
Click on the title of your board to edit the title.
Minimap
The Minimap is located on the bottom left of your board where you can see a complete overview of the board itself. Each item on the minimap shows up as an outline. You can click on any item on the minimap and it will directly bring you to that location on the board.
Board Background
To change the colour of your board background, click on the Board menu via the top toolbar, and choose Background.
You can then choose from white, light grey, and dark grey or define your own custom colour using the drop-down colour palette. To set your custom colour, pick a colour from the colour dialog, or add your preferred colour by typing the #hex colour code:
Archive a Board
Archiving allows you to remove old or unwanted boards from your boards overview page without losing them forever.
How to Archive a Board
Access your Board Settings by either hovering over the board in the Boards overview page and clicking on the Settings icon or by clicking in the Board menu on the board, and selecting Settings.
Once the Settings menu has opened, click on the 'Archive' button at the bottom of the dialog box. Your board will then be moved to the Archive and you will no longer see it in your Boards overview page.
Please note, you can only archive boards if you are the owner of the board or an Editor.
Archive Page
To see all your archived boards, click on the Archive button on the left side panel of your Home page or Boards page.
You have the same functions on the Archive page as you do on the Boards page.
You can easily search all archived content by using the search bar or by sorting your archived boards and projects into 3 categories:
- All: all boards and projects you can access
- Owned by me: only the boards and projects you have created
- Shared with me: only the boards and projects that have been shared with you
You can also view your archived boards in various layouts. Click on the drop-down menu in the top right corner and choose between viewing all content by last modified or in alphabetical order. With those two options, you can then view your boards as a list or as tiles.
How to Un-Archive a Board
If you would like to view a board that is archived, you can click on the board on the Archive page and view it as a Reader. To make any edits or changes to the board, you will first need to un-archive it.
Hover over the board icon in the list of your archived items, and click on the settings icon. You can then choose to un-archive the item by clicking on the Un-Archive button located at the bottom of the dialog box. The board will disappear from the Archive page and reappear in the Boards overview page.