Boards Help Guide

Modified on Mon, 28 Oct at 3:54 PM

CONTENTS

What are Boards?
Grid Boards
Column Boards
Display Fields on a Board
Create & Add Labels
Add Boards to Dashboard

What are Boards?

Get rid of the huge whiteboard and start planning your projects on a live Lumi board, accessible to your team from anywhere at anytime. Boards are dynamic and visual space to arrange your cards, just like you would post-its or cards on wall. You can also add text, images and media to boards. But, you also have all the depth and complexity of your cards that you can drill down to from the board. Click into scene cards directly from a rundown board to get to the detail, click into cast cards directly from an audition board to add your notes, click into a project from an overview board to get the latest information.

Lumi has two types of board layouts:

Grid Boards
Column Boards

Grid Boards

Grid Boards allow you the flexibility to place cards wherever you like. These are great for pitching, putting a mood board together, or comparing options. You can adjust the size, shape, and spacing of your cards with ease.

Here is an example of a Grid Board with cast Cards:

Here is an example of a Grid Board used as an Event Moodboard:

Create a Grid Board

Click the plus (+) button in the sidebar menu, then select "Grid Board".

Name your grid board.

Leave "Access" as default, or restrict access to self, or a specific vault.

Click "Add & Open".

Add Cards to Grid Board

To add existing cards to a grid board you can click any empty space on the board and then select "Add existing Card". Or, expand the toolbar on the top-right corner, and select "Add".

The sidebar search will open.

Here, you can type to search for a specific card, or filter by category.

Click on the cards in the sidebar to add them to the board.

Create a New Card on a Grid Board

Click any empty space on the grid board to open the "Create Item" menu. Then select "Create a new Card".

Select the Category, Template (if relevant) and enter a Name for your new card.

The checkbox "Also add it to this Board" will be selected by default.

Click "Add" or "Add & Open".

The card will be created and added to the board.

Note, whilst the board is open, you can also click the "+" button in the left sidebar menu to create a new card and add it to the board.

Just ensure that "Also add it to this Board" it selected.

Add all the cards you want to your grid board, and then you can start to arrange the layout as desired.

Move & Resize Cards

To move your cards around on the board click the "Move" buttonin the toolbar on the top-right.

This enters edit mode allowing you to move and resize your cards.

To move your cards simply drag them to the desired position.

To resize your cards click and drag the bottom-right corner of the card. The gridlines will help you to keep the sizes uniform.

Set a default size for cards on a board

If you want all of the cards to be the same size and shape without individually resizing them, you can set a default card size in "Settings".

Click the three dots in the top-right and select "Settings" from the menu.

Set a default height and width, then "Save".

Note, this won't change the size of existing cards on the board, but will determine the size of new cards that are added.

Once you have the cards in the desired position, shape and size, click the "Move" buttonagain to exit edit mode.

Add Text to Board

You can further customise and organise your board by adding text (ie headings).

To add text to your board click any blank spot on the board to open the "Create Item" menu.

Tip: you can click and drag on the board to determine the location and size that you want the text to be.

The "Create Item" menu will open.

Select "Text".

Enter your Text, select Font Size, select the Label Colour and Background Colour, and whether you want the text to run horizontally or vertically.

Click "Create".

If you want to change the location, size or shape of the text, click the "Move" buttonin the toolbar on the top-right, to enter edit mode. Move (drag) or resize (drag by bottom-right corner) your text as desired.

Column Boards

Column Boards allow you to organise your cards into...umm, columns. Similar to those complicated whiteboards covered with whiteboard tape, but accessible online for the whole team to see, anywhere and anytime!

As well as arranging cards on a column board, you can also add text, making them perfect for episode planning, scene organisation, etc.

This is an example of a Column Board for planning out days:

Here's a Column Board used as a rundown / programming Board:

Create a Column Board

Click the plus (+) button in the sidebar menu, then select "Column Board".

Name your column board.

Leave "Access" as default, or restrict access to self, or a specific vault.

Click "Add & Open".

Add Columns

Before you can add cards to your column board, you need to create some columns.

Click "Add Column".

Name your column, and select the background and font colour for the heading.

Add as many columns as you need. You can always add more later.

You can duplicate or delete columns by clicking the three dots in column header to open the action menu.

Add Cards to Column Board

You can add existing cards to a board or create new cards on a board.

To add an existing card to a specific column, click "Add Cards" on the column, then search for the card from the sidebar search. You can type to search for a specific card or filter by category. Click the cards in the sidebar to add them to the column board.

Or expand the toolbar on the top-right, and click "Add". This will open the sidebar search, where you can search for cards and add cards.

The cards will be added to the first column, but you can drag them to different columns as desired.

Create a New Card on a Column Board

There are two ways to create a new card when you are on a board.

Method 1 - Creating Slots

Click "+ Add Slot" on the relevant column.

Then click the + symbol on the slot.

Select "Create a new Card".

Select the Category, and Column, and enter a name for your new card.

The checkbox "Also add it to this Board" will be selected by default when you are creating a new card on a board.

Click "Add & Close" or "Add & Open".

Method 2: Create new Card from sidebar menu

You can simply click the "+" button in the sidebar menu.

Then select "Card" and select the Category.

Enter a name for your new Card and select the Column.

The checkbox "Also add it to this Board" will be selected by default when you are creating a new card on the board.

Click "Add & Close" or "Add & Open".

Create Slots

Slots are a great way to quickly add text to the board when you don't need the depth of a card. You can also use slots as a placeholder to add cards or text to later.

To add a slot, click on the "+ Add Slot" at the bottom of a Column or choose "add slot" from the column menu.

You can double click and type straight into a slot to add text.

To change the background colour or font colour of your slot, click the settings wheel on the slot.

Select your colours.

Click "Update".

Add Segments

You can further organise your cards on a column board by adding segments. In the example below, they've separated each column by "A Players" and "Line Up General" by adding segments.

To add segments click the three dots on the top-right corner of the board.

Select "Segments".

The "Segments" dialog will open:

Click the + (plus) sign to add segments.
Name your segments.
Select a colour for each segment.
Reorder segments by dragging them up or down by the three lines .
Click "Save & Close".

To add cards to a segment, simply drag them there, or click "Add Cards" on the relevant column and section.

You can expand and contract sections by clicking on the arrow in the section header.

You can hide segments and their cards by clicking the eye icon in Segment settings.

You can delete segments by clicking the bin icon. Note, this will also remove the cards from the board, but it will not delete the cards from the project.

Move Cards or Columns

Simply click and drag cards or slots to move them between columns, or to a different position on a column.

To reorder Columns, simply drag them by the column header.

Resize Cards

You can view your cards in full size or compact size on a column board.

In the toolbar, click the "Size" icon to toggle between sizes.

Customise your Column Board

To customise your board click the three dots on the top-right.

Select "Settings".

Individual Column Scrolling

One of the main settings that will impact the look and function of your column board is "Individual Column Scrolling".

Individual Column Scrolling is toggled OFF

Segments will remain aligned across all columns. If there is a different number of cards in each column, a gap will display to keep the segment headers aligned. Expanding and collapsing a segment will impact all columns.

For example:

Individual Column Scrolling ON:

Segments will display independently to the other columns, so they won't always line up. You can expand and collapse them individually as well.

Fixed Card Size - If this is toggled on the cards will remain the same size, and will line up with adjacent cards, regardless how many labels or fields are displaying on your cards. This means some fields and labels won't display if you have many. You can only toggle this off if you have "Individual Column Scrolling" toggled on.

Show Labels - you can decide if you want to turn labels on or off.

Default Column Settings - You can edit the settings of the column headers for all future columns you create on the board, but it won't change the existing column headers.

Display Fields on a Board

You can display a selection of card fields on your boards to see at a glance the information most important to you.

This applies to both Grid boards and Column boards.

To display fields, expand the toolbar on the top-right, and select "Fields".

Then toggle on (blue) any fields you want to display on the cards.

For more information on fields and how to set them up, see the Fields Help Guide.

Create & Add Labels

Labels are a handy visual reference that you can add to your cards on a board. The labels only live on the board, not on the card, or on other boards. Each board can have its own unique set of labels.

Tip: You can also add labels to text or slots on a board.

In the following example, labels have been used to show who has been contacted about their status on the show (ie To Contact, Confirmed, TBC, Advised).

The process for creating, adding and removing labels is the same for grid boards and column boards. The following steps are demonstrated on a grid board.

Create Labels

To create labels, click the three dots on the top-right of the board.

Select "Labels".

Click "Add a new label".

Enter the text and select a colour for your labels.

Add as many labels as you want, then click "Save".

Now you can add labels to your cards.

Add Labels to Cards

Select the cards you want to label.

The bulk actions menu will open on the right.

Select the "Labels" icon

This opens a list of all your existing labels for this board.

Tick the "Add" box for any labels you want to add to the selected cards. You can select more than one.

Or, click "Add a new label" to create and add a new label.

Or, tick "Remove" to remove existing labels from the selected cards.

Click "Save".

The labels will display on the selected cards.

Tip: Clicking on the label on any card will toggle between showing the full label, or just showing a coloured dot. This is useful if you have many labels or fields displaying and you want to conserve space.

Hide Labels

You can quickly and easily toggle your labels on and off in the board's settings if you want to hide them without having to remove them from your cards.

Click the three dots on the top-right of the board, and select "Settings".

Toggle "Show Labels" to grey (hide) or blue (display).

Click "Save".

Add Boards to Dashboard

You can make it easier for you and your team to access an important board by adding it to the Dashboard.

Open your board and click the three dots in the top-right corner and then select "Add to Dashboard."

You can customise the header text and header background colour that will display on the Dashboard.

Now you can simply click the board on the Dashboard to open it.

Add a list of all Boards to Dashboard

You can also add a list of all boards to your Dashboard.

Go to the Dashboard and click the "Settings" wheel on the top-right to enter edit mode.

Then click on a blank space on the Dashboard to open the "Add to Dashboard" menu. Scroll down and select "Board List".

Select your header text and background colour.

Click "Create".

Drag the bottom right corner to resize your list, and then drag to move it to the desired spot on the Dashboard.

Click the "Settings" wheel on the top-right to exit edit mode.

Now you have a handy list of all your grid boards and column boards that you can access from the Dashboard.