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:

  1. Go to the Admin Area
  2. Expand Templates
  3. Select Status Boards
  4. Select the orange Edit icon next to the status board you are wanting to edit
  5. Change the New blank item behavior;
    1. Quick Add: Will let you add a new row to the status board
    2. Standard: Will open the form behind the row so you can fill in all the details

6. Click Save

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us