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Board Tools

Depending on the role you have within a board, you have a set of tools at your disposal to mark-up, change, and move content.

As an Editor, you can use all of the Conceptboard tools. As a Reviewer, you only have access to certain tools to be used for editing content and giving feedback.

Please note, as a Reader, you do not have access to any of the tools on the board.

All your tools are located on the top toolbar. As you select a tool, more options will be shown to change any details of the tools.

Whenever you create an element by mistake, click outside of it or hit escape, and click Command + Z on your keyboard to delete it quickly. 

This article covers the following topics

 

Zoom Tool Z

By default you can zoom in and out of the board by scrolling with the mouse wheel or trackpad. You can also use the zoom tool to select an area, or the drop down menu to select a zoom percent. You can press Shift and use the trackpad scroll/mouse wheel to pan around the board.

If you prefer to pan around the board, you can change the default zoom behaviour for a board. Uncheck the "Scroll to zoom" in the zoom menu. By default you will now pan around the board, and you will have to press Shift to zoom. 

Browse Tool M

The browse tool allows you to move around the board, just by clicking anywhere and dragging the board.

In any tool mode, press and hold Spacebar while dragging to move around the board without having to switch tool modes.

Select Tool S

You can use the Select tool to:

  • Select, resize, and crop items on the board
  • Pin items to the board or add them to the board outline
  • Select multiple items to move, group, align, or delete
  • Double click to change the text in any comment, text box, sticky note, or headline

Pinning items to the board

All imported files are automatically pinned to the board to prevent accidental deletion or movement. You can click on the pin icon to select it, or double click on the item. Click the pin icon in the toolbar to unpin a selected object. 

Object Alignment

Select multiple items on your board and choose the 'Object alignment' option to align them the way you want. You have different alignment options, including a grid layout where you choose the number of columns and rows you want. 

Slice Tool

Select the Slice tool to create quick copies of your images. Click on the drop down of the Select tool and choose the Slice tool. Click and drag the duplicate rectangle box around any images that you would like to make a copy of.

Erase Tool E

Using the erase tool, you can click to erase any item on the board. Click on the Erase tool via the drop down of the Select took or press "E" on your keyboard. On the iPad, select the erase tool and drag your finger back and forth across all the elements you want to erase.

Scribble Tool P

Use the scribble tool to mark up your content, and sketch out ideas directly on the board. You can change the line width, type of line, and line color via the options in the tool bar.

Tip: Hold Shift while using the pen tool to draw straight lines.

Highlight Tool X

Use the highlight tool to highlight on top of your content. To highlight text in text boxes, first make the text boxes transparent.

Line Tool L

Click and drag the size of the line you need. You can change the color, size, and type (solid, dashed, dotted) from the menu options while the line is selected, otherwise switch to the select tool and select it again to make changes.

Arrow Tool A

Click and drag the size of the arrow you need. You can change the color, size, and type (solid, dashed, dotted) from the menu options while the arrow is selected, otherwise switch to the 'select' tool and select it again to make changes. In addition, you can switch the direction of the arrow head or make it a double arrow.

Rectangle Tool U

Click and drag the size of the rectangle you need. You can change the color size, and type (solid, translucent, outline) from the menu options while the rectangle is selected, otherwise switch to the 'select' tool and select it again to make changes.

Ellipse Tool O

Click and drag the size of the ellipse you need. You can change the color size, and type (solid, translucent, outline) from the menu options while the ellipse is selected, otherwise switch to the 'select' tool and select it again to make changes. 

Sticky Note Tool N

Click anywhere on the board to create a sticky note. Type or paste text and click outside of it when you are done. To edit, click the 'edit' icon or double click on the text box. You can change the sticky note color, font color, size, and alignment. 

All sticky notes can be included in your board sections outline by clicking on the 'outline' icon.

If you need to export a board with CJK (Chinese, Japanese, Korean) scripts please switch the font to Arial first in text boxes, sticky notes, or headlines.

Text Box Tool T

Click anywhere on the board to create a text box. Type or paste text and click outside of it when you are done. To edit, click the 'edit' icon or double click on the text box. You can change the text box color, font color, size, and alignment.

All text boxes can be included in your board sections outline by clicking on the 'outline' icon. 

Headline Tool H

Click anywhere on the board to create a headline. Type or paste text and click outside of it when you are done. To edit, click the edit icon or double click on the headline box. You can change the box color, font color, size, and alignment.

All headlines are automatically included in your board sections outline. 

Comment Tool C

 Create a Comment

  • Click and drag to create a comment. Make sure the arrow points to something useful as comment alerts from @mentions include a small image preview.
  • Type '@' and a user’s name to @mention them in the comment and send them an alert.
  • Hover over a comment and click the task button to mark it as a task. Any @mentioned users will have the task assigned to them.

Remove a Comment 

  • Made a comment by mistake? Click outside of it or hit escape and click Command + Z on your keyboard.
  • To delete the whole comment, select it, and hit Delete or Backspace on the keyboard.
  • To delete only your comment, click edit, select all, and hit delete/backspace on your keyboard. Click save. An empty comment box automatically disappears.

Collapse Finished Comments

Once a decision has been made or a task is ready to be assigned, collapse the comment via the right up arrow on the bottom of the comment box. This will leave only the initial task and final decision visible and let's you see which conversations are finished while reducing the number of elements on top of your content.

It doesn’t matter how long your discussions get, it’s always good to be able to revisit a complete conversation and see the thought process behind a decision.

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