Boards

Create

Via App Launcher:

Log in to MyPrism, go to the App Launcher, and open the Action module. Select "Boards" and click "Create Board." Fill in details like Title, Privacy, Business Function, Category, Start/End Dates, Color, and Description. Assign Board Owners/Members and subscribe relevant members to weekly reports. Click "Save" to finish.

Or

From Board Details Screen:

On the board details screen, click the "+" icon next to the Board. Fill in the required fields and save.

Update

Once you're logged in to MyPrism, head to the App launcher and choose the Action module. Click on "Boards" to see them displayed in cards. Then, click on the Settings Icon at the bottom right corner of the board card. Update Title, Description, Goal, Privacy, Business Function, Category, Color, Dates, Status, Planned Cost, or Effort. The changes made will be autosaved.

Or

Pick a board to update its information. You'll find settings in a separate tab, along with Boards, Lists, Plans, and Stats. Update Title, Description, Goal, Privacy, Business Function, Category, Color, Dates, Status, Planned Cost, or Effort. The changes made will be autosaved.

Open/Archive/Close/ Delete/ Upcoming

Once you're logged in to MyPrism, go to the App launcher and select the Action module. Click on "Boards" to view them as cards. Next, click on the Settings Icon at the bottom right corner of the board card. From the dropdown menu, choose Active / Archive/Close/ Delete / Upcoming to change the status of the board. Boards can be filtered as per there status once you land on the Boards list view.

Or

Choose a board to edit its details. Settings is located in their own tab, along with Boards, Lists, Plans, and Stats. Navigate to Status and choose Active/ Archive/Close/Open/Upcoming from the dropdown menu. The assigned Board status can be viewed against the Board title.

To change the status of the Board other than active, one should select the respective filter on the Boards list screen and change the status on the above given steps.

Note: Closed boards can be reopened, and archived boards can be unarchived. However, deleted boards cannot be recovered.

Duplicate Board

Once you've logged into MyPrism, head to the App launcher and choose the Action module. Click on "Boards" to see them displayed as cards. Then, click on the Settings Icon at the bottom right corner of the board card. From the dropdown menu, select “Make a copy”. Edit the Title if needed and save. The duplicated board will include the same Title (if unchanged), Owners, and Members.

Link Multiple Actions

Once logged into MyPrism, locate the Action module in the app launcher. Click "Boards" to view the list in a grid. Select one or more actions you want to link. Check the "Link Actions" button is enabled. Click "Link Actions," choose a board to link the selected actions, and hit "Link." You can later go to the linked board to view the actions linked.

Move Actions

Once logged into MyPrism, locate the Action module in the app launcher. Click "Boards" to view the list in a grid. Choose a board from where you wish to move actions. Ensure you are the Board Owner to move actions. Select one or more actions you want to Move. Ensure the "Move Actions" button is enabled. Click "Move Actions," choose a board to link the selected actions, and hit "Link." You can later go to the Moved board to view the actions Moved.

Note: Board owners can only move actions.

Send Action reminder

Once you're logged into MyPrism, find the Action module in the app launcher. Click "Boards" to view the list in a grid. Choose a board from where you wish to move actions. Select one or more Actions you want to send a reminder for. Ensure "Send Reminder" button is enabled. The assignees of that action will receive a gentle reminder in their email inbox as well as MyPrism notifications.

Or

Select an Action from the grid and click on it. A split view will open. Locate the "Send Reminder" button next to the status. Clicking on it will send a gentle reminder to the assignees of that action via email as well as MyPrism notifications.

Note: Reminders cannot be sent for Closed/Done actions without assignees.

Pin To Top

Once logged into MyPrism, find the Action module in the app launcher. Click on "Boards" to view the actions displayed in kanban or list format. To mark an action, tap on the pin icon on the action card in the kanban view. If you're in list view, tap on the pin button located between the ID and type. Pinned actions will appear at the top of the list.

Edit - Make changes at all once

Once logged into MyPrism, find the Action module in the app launcher. Click on "Boards" and switch to List view of actions. Select one or more actions and Check Edit button enabled. Click on Edit, View a pop up. Mark the status or Assign one or more users or set a Due Date and hit save to edit simultaneously.

Export Board information

After logging into MyPrism, navigate to the App launcher and select the Action module. Click on "Boards" to view them displayed as cards. Choose a board to access its information. Then, click on the Plan Tab. You can see "Excel export" "CSV export". Click either of them to download. Locate the downloaded file in your local download folder.