![]() ![]() To archive an item, hover over an item so that the three-dot menu appears on the left side of the item. If you ever want to restore the item or board that you archived, follow the easy steps in this article. You can always delete a board if you're sure that you don't need it anymore, but we prefer to archive so that we have the option to restore it if we want! You can archive a board by clicking the three-dot menu at the top right corner of the board and selecting "Archive board". You can also access all the archived boards by clicking on the "Archived Boards" tab. In the admin section of your account you can find a "tidy up" feature which is perfect for keeping organized! In this section, you can find a summary of all active boards you currently have within your account which you can archive directly from there if you wish. Tip: Use a keyboard shortcut to launch the Quick Search! On a Mac, type " Command + B" and on a PC, type " Ctrl + B".Īre you still hanging on to old items and boards long after they're in use just in case you'll need the information in the future? If so, you would love both our "tidy up" and archive features! Instead of keeping old information around, archive it to clean up your list of boards or the amount of items on your boards with the option to restore it if you ever need it! □ Then, type the name of your desired board, dashboard or workdoc to switch between them as fast as lightning! ⚡️ From there and click on the lightning bolt icon that appears as so. ![]() To launch the Quick Search, hover over the search bar on the upper left side of your screen. The Quick Search is the feature to use to seamlessly move between the contents of our account! Instead of endlessly scrolling through your folders to find what you're looking for, the Quick Search allows you to easily search and navigate from one board, dashboard, workdoc, etc., to another. Narrow down how many boards you see in your left pane by using the quick filter or search bar! Click on the tornado icon and select which types of boards you'd like to see displayed, or type in the name of the board you're looking for in the search bar to locate it! Search Everything allows you to search for anything across all of your boards! To get there, just click the little magnifying glass icon above your profile picture on the left pane.įrom the Search Everything field, you can search for a specific update, account member, file, tag, and much more! ![]() Now, you can see all of your favorite boards, dashboards, and workdocs together so you can always find them! To favorite something, you can click on the star icon to the right of its title as so: Sometimes we know exactly what we're looking for but we just can't seem to find it! Instead of searching through your whole account every time you need to find something, check out these shortcuts to help you get there quicker! □ĭo you have certain boards, dashboards, or workdocs athat you use often and are critical to your workflow? The favorites setting will enable to select your preferred and most used boards and have them appear at the top of your left pane for quick, easy access! ⭐️ A great tip to make everything a little easier on the eyes is to collapse your folders.Ĭollapse or open up a folder simply by clicking on the folder name! Now that we have so many different Workspaces and folders, our left pane has begun to look a little cluttered. □įor example, our Marketing Department tackles several different types of projects at once! We've created one Workspace for the whole Marketing team, but we've separated their projects into folders, as you can see in the image below. Folders add an extra layer of detail and organization and ensure that your account is always manageable for your teams. Under each separate workspace, teams can add folders to group related boards, workdocs, or dashboards together and organize work processes better. You can choose to organize your Workspaces however is most comfortable and logical! Organize by project, team member, client, office or client location, or by time period! Within each Workspace, different teams can work within their own boards and folders, while still having access to their department's boards! □Īs you can see, our company has several different Workspaces listed in the left panel of the screen. It's sort of like a big folder, holding related boards, workdocs, and dashboards. Workspaces are an excellent way to separate the work of different departments or teams. That's why we compiled this guide with all of our best tips and tricks to help you keep your account organized! We keep EVERYTHING in our boards meetings, schedules, tasks, projects, to-do lists, pipelines, KPIs, and even some personal things! We love having everything in one place, but sometimes it can get a little cluttered and overwhelming. ![]()
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