Hornbill Board Manager: How To

[Shamaila.Yousaf]

Please excuse my ignorance.

How do we install the board manager app?

 

I am looking to create new boards within it and deleting the existing ones?

 

Has anyone else started using the new app?

 

Thanks again.

 

 

[TrevorHarris]

Hi @shamaila.yousaf

You can install the boardmanager app through the appstore in the admin tool, just go to 

https://admin.hornbill.com/[YOUR_INSTANCE]/

login with an admin account if necessary and click on the add more apps panel, you will see a list of applications including Hornbill Board Manager, just click on the Install button and the app will begin to be installed.  This will take a few seconds to install. 

Once complete you will need to assign the Board User role to any users you want to see the Boards App, to do this go back to the admin home screen - you should now see the Hornbill board Manager panel there, click on that then click on the Roles panel and select the Board User role from the list of roles that is displayed.  You can then assign users by clicking on the assigned users tab and clicking the user icon in the top right of the screen and searching for the users you want to add and then clicking Save.

Once you've done this the users should be able to access the Board App from the main menu in the collaboration tool, note they will need to logout and log back in before they will see this change.  you can then start creating your boards by clicking on the Add Board button.

Hope this helps

Let me know if you have any questions

Trevor Harris

 

[Shamaila.Yousaf]

A huge thanks @TrevorHarris, will give this a try.

[AKetteringham]

Hello Everyone

How do you delete/archive a board?

Look forward to hearing from you

Angela

[TrevorHarris]

Hi @AKetteringham,

Go to the Board you want to remove and click on the design board option in the upper right

 

Click on the Config Board button on the upper left of the design page and the panel to Edit the Board will be opened, you can archive the board from here by clicking the Archive button on the bottom left

 

Once you've done this the Board will be archived, if you want to delete the Board permanently you will have the option to do so on the board page once the board is archived

hope this helps

Trevor Harris

[AKetteringham]

Hello Trevor

Unfortunately I do not have this option.  The owner of 'handover' has now left the organisation and we do not use this board.

I am working from Hornbill Service Manager. 

I created Problem Management, and have the option to delete.

Regards

Angela

[TrevorHarris]

Hi @AKetteringham ,

If you don't have the rights to manage the Board you will need to do this with the System Administrator account which will be able to delete the Board, you will need to copy the URL for the Board from your address bar and then login with the admin account (if you have access or ask your system admin to do this) and paste the URL in, you will then have full rights to that Board so will be able to delete it

Thanks

Trevor Harris

[Shamaila.Yousaf]

On 11/27/2018 at 5:25 PM, TrevorHarris said:

 

Apologies, when I/our department moves over to the new board manager, would we delete the existing boards or archive it? Also, is there a timeframe when we should move across to the new board manager app? 

 

Just thought I would ask.