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Comala Boards is Data Center and Server compatible

Getting started with boards

Table of Contents
excludeGetting Started with Boards

Comala Boards is Data Center compatible. 

What is a board?

A Comala Board is a fast and effective way for you to brainstorm and visualize your content and ideas. 

A board can be embedded into

  • an existing page by adding the  the boards macro or

  • a new page when creating a page using a Comala Boards blueprint.

There are a number of board templates that can be used to help you get started, such as the SWOT Analysis board.

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A board consists of columns into which you can add containers.

Each container has these attributes:

  • the container name

  • the container description

  • the labels defined for each container

All the board templates available when adding a board to a page can be viewed in the documentation Boards Exchange.

SWOT Analysis Board

The SWOT Analysis board has four containers - Strengths, Weaknesses, Opportunities and Threats.

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Board Cards

Within each container, you can add one or more cards

Once added to a board, a card can be moved to different containers on the board. This is done without the need to edit the Confluence page.

Choosing a card will display any labels for the current container and any additional card content.

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Board Pages

Each board can be configured to allow a card to be added as a simple card or as a page-card.

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Adding a card as a page-card will automatically create a linked Confluence page.

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The linked page is displayed in the sidebar navigation.

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  • the page name is the same as the page-card on the board.
  • the Confluence page is created as a child of the page containing the source board.

  • any board content for the page-card such as the description is added to the new Confluence page.

  • the board container labels are added as Confluence page labels.

If pages (page-cards) are allowed on the board, any existing card on the board can be converted to a page-card.

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The converted card will be displayed on the board as a link to the newly created child page.

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Moving the page-card location to a different container on the board will automatically change the labels to those of the new board container.

The labels will change for BOTH the page-card on the board and the linked Confluence page

If (info) If you:

  • remove the page-card from the board this does not delete the child page.

  • delete the Confluence linked page this will remove the board page-card from the board.

Adding a new board to a page

You can create your own customized Comala Board. 

  • choose Edit your page.

  • add the board macro to your page.

  • Choose Create a new board to add a new board.
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  • Choose the number of rows and columns for your new board by 'scrolling to select' across the displayed grid.
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  • Choose Insert.

This board macro, currently configured as a single cell board, can be saved to the Confluence page by choosing Update (or Publish if creating a new page).

The new board will be displayed on the published page. In this example it is a single container in a single row and single column.

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Users can add cards and card-pages to the board on the page. The design and layout of the board can be customized using the board editor.

Customizing the board

A board can be customized using the board editor. Choose the options from the board dropdown menu.

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  • Design board - to edit rows, columns, headers and footers and board containers and their colors.
  • Board properties - to edit board name, board description, match cell heights across rows and/or columns, choose to add cards or card-pages or both, hide or show container descriptions and notification of watchers.

  • Board filters - to display content based on labels, spaces and/or parent.

Experienced users can also view and edit the board markup.

Customizing the new board layout

The initial board is a single row, single column with one unnamed container. The layout of the board can be customized using the tools in the Design option in the board editor.

  • choose Edit the Confluence page.

  • choose Edit the board macro to open the board editor.
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A number of tool icons in the board editor allow you to customize the design of the board.

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Add and remove board rows

Add and remove board columns

Add and delete a board container

Add a color scheme and/or an emoji to a container

Display and edit row and column header

Customizing a board container

In the board editor Design board option.

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Choose Click to edit in container to add or edit the container name and label(s). 

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Choose More...  to add a container description.

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Adding a container name will automatically add the name as a label for the container.

If you later change a container name you will have to manually edit the label to reflect the new name.

You can also utilize the board design tools and the board properties option to:

  • add row and column headers, a container color scheme and an emoji for the board using the design tools.
  • add a name for your board in the board properties.
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Choose Apply to save any changes to the container.

Choose Update to add your updated board to the published page.

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If there are multiple rows or columns, containers can be dragged and dropped to different cells in the board table. You can also have more than one container in a table cell.

Setting Board Properties

You can edit the properties of the board in the Edit Board dialogue.

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In the board properties you can:

  • add or amend the name for the board.

  • add or edit the board description.
  • enable or disable checkboxes for card types that can be added to the board.
  • choose a default page template for the creation of linked board pages.
  • constrain the number of cards per container.

The board properties toolbox icons can be used to:

  • set the board alignment on the published page as centre or left aligned.

  • match cell heights across the rows or across the board.

  • hide or display container descriptions on the published page.
  • hide or display multiline text in board cards.
  • manage notifications to page watchers for board change.

You can create a range of individual boards with different containers.

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Comala Boards in a space

An overview of all the Comala Boards being used on pages in a space can be displayed using a shortcut menu in the Confluence side bar.

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This report displays a visual list of pages in the current space with added boards.

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titleRelated Links

Getting Started with Comala Boards

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pageWelcome to Comala Boards for Confluence Server

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