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General
Work Environment
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Teamboard
General
Main notions
Teamboards
Exporting and Importing
Configuring a Teamboard
Work Items
Work views
Admin Center
Environment setup
General
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Knowledge Center
Teamboard
General
Product Roadmaps
Manuals
Videos
Getting Started
Mapping
Setting up environment
Collaboration
Analysis
Themes
Helpful Tips
Configurations
Release Notes
2024
2023
2022
2021
Examples Library
Events
In-Person Events
White Papers & Case Studies
Whitepapers
Case Studies
Videos
Modeler
General
Work Environment
Brainstorm
Mapping
Layout
Design
Analysis
On-screen reports
Exporting, printing and reporting
Importing
Collaboration
Versioning
Authorization
Sharing and publishing
Global tables
Comments
Findings
Process approval
Viewer App
General
Work Environment
View
Diagrams
Navigation
Comments
On-screen reports
Print / Report
Process approval
Publisher
General
Work Environment
Viewing Diagrams
Publishing
Overviews
Test Navigation
Printing, Exporting and Importing
On-screen reports
Teamboard
General
Main notions
Teamboards
Exporting and Importing
Configuring a Teamboard
Work Items
Work views
Admin Center
Environment setup
General
Teamboard
Here's the manual of our Teamboard. Click on an article below to open the article. Click on 'See more' to see all of the articles.
General
How can I get help?
Who gets notified by email when assigning someone to a work item/task?
Main notions
How is Teamboard presented to users?
What data points can be put into Teamboard?
Teamboards
What can I do with the Teamboard authorization?
How can I create, edit or delete a Teamboard?
Where can I find the archived tasks/work items?
What pre-made templates are available for me to use?
Exporting and Importing
How are data types in a CSV file read/recognized by Engage Process upon import?
How can I export/import a teamboard?
Can I export from Trello to Teamboard?
Configuring a Teamboard
How do I create, manage, copy and delete a work view?
How do I set up a board in Board Settings?
How do I configure the calendar view?
How can I add a process or process step into teamboard?
Work Items
How do I work with Tasks?
What are work items?
How can a get a live update of changes made to a teamboard?
What are the different custom fields I can add to a work item?
Work views
How can I filter what is shown on task board at a particular time?
What is the 'Calendar View' in Teamboard?
What is the 'Table View' available in Teamboard?
What is a 'Task board' view in Teamboard?
What is a combined Kanban board?
What's a Kanban style teamboard set up?
What different work views can I have in Teamboard?
See more