Boards

Creating a Board

You can create a Board in two ways:

1. Via App Launcher

• Log in to MyPrism and open the App Launcher.

• Navigate to the Action module and select Boards.

• Click Create Board and enter the following details:

  • Title (mandatory)

  • Privacy level, Business Function, Category, Start/End Dates, Color, and Description

• Assign Board Owners/Members and optionally subscribe members to weekly reports.

• Click Save to complete the process.

2. From Board Details Screen

• On the Board screen, click the "+" icon.

• Fill in the required fields and click Save.

Updating a Board

You can update a board in two ways:

1. From Board Cards View

• Log in to MyPrism and navigate to the App Launcher.

• Open the Action module and click on Boards to view all boards as cards.

• Click the Settings icon on the bottom-right of the desired board.

• Edit fields such as Title, Description, Goal, Privacy, Business Function, Category, Color, Dates, Status, Planned Cost, and Effort.

• All changes are autosaved.

2. From Board Detail View

• Select a board to open its detailed view.

• Navigate to the Settings tab.

• Update the necessary fields as listed above.

• Changes are automatically saved.

Update Status

• Log into MyPrism and access the Action module via the App Launcher.

• Navigate to Boards, click the Settings icon on a board card, and choose from Active, Upcoming, Closed, Archived, or Delete to update the board status.

• Alternatively, open a board, go to the Settings tab, and change the status.

• Use filters on the Boards list screen to view or manage boards by status.

Note:

• Closed boards can be reopened.

• Archived boards can be restored.

• Deleted boards are permanently removed and cannot be recovered.

Duplicate Board

• In the Boards section, click the Settings icon on a board card and select Make a Copy.

• Update the title if needed and click Save.

• The new board will replicate the original board’s title, owners, and members.

Link Multiple Actions

• From the Boards list view, select one or more actions.

• Ensure the Link Actions button is active.

• Click Link Actions, choose the destination board, and confirm.

• Linked actions will appear in the selected board.

Move Actions

• Select a board where you have ownership.

• Choose one or more actions and ensure the Move Actions button is enabled.

• Click Move Actions, select the target board, and confirm.

• Actions will be moved and visible in the destination board.

Note: Only Board owners can move actions.

Send Action Reminder

• Select one or more actions from the board’s grid view.

• If the Send Reminder button is active, click it to notify assignees via email and in-app alert.

• Alternatively, open an action in split view and use the Send Reminder option near the status.

Note: Reminders cannot be sent for closed or unassigned actions.

Pin to Top

• In Kanban View, tap the Pin icon on an action card.

• In List View, use the pin button next to the action ID.

• Pinned actions will appear at the top of the list or column.

Edit Multiple Actions

• Switch to List View within a board.

• Select multiple actions and click Edit when enabled.

• Use the popup to update fields such as status, assignees, or due date, then click Save to apply changes in bulk.

Export Board Information

• Open the desired board, go to the Plan tab.

• Choose either Excel Export or CSV Export to download the board data.

• Files will be saved to your system’s default download location.