Boards

A workspace consists of boards that indicate the modules of the management system or framework that you need to have. For example, the Human Resource Management module is used to manage all the activities and records related to human resources, such as hiring, onboarding, training, performance review, offboarding, etc. On each board, the board title, number of members and number of items created in that board are visible. 

📌 NOTE: Depending on your role and permission level, the boards in your account are not necessarily similar to others, as you can see only the boards that are shared with you.

If you click the three dots symbol in the bottom right corner of the board, you can edit your board, set up permissions, rename it, export your board data to CSV, change your board's colour, and duplicate the board (with or without the existing items).

If you decide to create a new board, find the grey rectangular button, a plus sign in your workspace and click on it. 

📌 NOTE: Depending on your role and permission level, some of the features might not be available for your account.

On each board, you will see different sections. In the top right corner, you'll see the 'IMy Plan' button that summarises what is included in your subscription and your current status.

Also, you'll see the 'Invite' button. This button will allow you to invite new members to this board directly from the board.

The 'Help' button directs you to this Help Centre, where you can find details about ISO+™ and find the answers to your questions.

After the 'Help' button, you will see a small 'Comment' icon. By clicking on it, you can find all the comments on that specific board. 

You can also filter the comments by the comment writer, mentioned users, and watcher. 

In the board header in the top left corner, you will find several useful buttons for manipulating and navigating your board. Clicking the 'Borad' button will give you a list of all the boards in the workspace. The 'Search' button will help you find any Item from the board in a matter of seconds. The 'Board Manager' button, which we’ll talk about in more detail below.

Once you click on the 'Board Manager' button, a pop-up window will open with a number of different options you can explore, depending on your role and permission level.

In the 'Settings' section, you’ll be able to change the name of your board, add a description for it, and change its colour.

In the 'Members', you’ll be able to see and search for your current board members as well as workspace members. 

If the 'Role Permissions' is visible on your account according to your role and permission level,  It will allow you to change and update board permissions based on different roles (admin, full member, and restricted member). You will be able to quickly scan which people have which role assigned to them when you click on each role. 

By clicking on 'Board Sharing', you’ll open a section where you’ll be able to decide if you want to share your board with guest collaborators, Add password protection, what you want them to be able to do, and how you want to share your board (via a link or embed code). 

In the 'Activity Log' section, you’ll be able to track all the changes made to the board, either by you or your team members. You can also filter the activity by members or folders.

The 'Trash' section will let you see all the folders, items, and attributes you deleted from your board in one place. This is also where you’ll be able to restore deleted data back to your board.

Finally, the 'Options' section will let you export a board in CSV format if you need to.

📌 NOTE: Depending on your role and permission level, some of the features might not be available for your account.

If you want to leave the board and quickly go back to your dashboard, just click the ISO+™ logo in the centre of the board header.