Quick Add versus Full Add Status Boards
Some status boards are suited to long-form entry, some are quick with just a few details. This allows you to choose which option you would like when adding a new item to a status board.
When creating a Status Board Template, you can select either Quick Add or Standard for your status board items.
🔑 ACCESS LEVEL: Account Owner
To change this:
- Go to the Admin Area
- Expand Templates
- Select Status Boards
- Select the orange Edit icon next to the status board you are wanting to edit
- Change the New blank item behavior;
- Quick Add: Will let you add a new row to the status board
- Standard: Will open the form behind the row so you can fill in all the details
6. Click Save