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What are Boards? 


Lumi Boards are like digital whiteboards or cork boards…they are a place to stick your Cards onto, just like you'd stick post-its or Cards on wall.  These are great for pitching cast, putting a mood board together, looking at location options, building a rough edit, show or event running orders, or having a plan of attack accessible online for everyone to see. 


These are editable live and from anywhere you are in the world.  Cards can live on multiple Boards at once, different Boards allow you to display the same Card in different ways.


Lumi has two types of Board layouts: 

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Grid Boards

Grid Boards allow you the flexibility to place Cards wherever you like.  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: 

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Column Boards 

These have well, columns. Similar to those complicated whiteboards covered with whiteboard tape. 

You can add Cards or even just text and slots to them, perfect for programming or rundowns etc. 

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


Or here used as a rundown / programming Board: 


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Creating Boards 

Press this icon  on the left-hand side of your screen and "Board".

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Then name the Board and select your preferred layout (Grid or Column as per examples above) from the "Layout" dropdown menu, and hit Add or Add & Open.




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Column Board Help Guide 


These are Columns.....


To add Columns to your Board simply hit the big "+ Add Column" icon. 

If you can't see "+ Add Column", you've created a Grid Board whoops! Start again and remember to click "Column View" from the Layout options. 

To name your Columns and change colours and fonts etc press the three dots on the top right of each column and select Settings. 


Here you can also duplicate and delete them. 











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To reorder Columns, simply click to drag them where you'd like.




Slots 

Slots are handy to just quickly throw some text or info on Boards, where you don't really need all the depth of a Lumi Card. You can use these to add text, or even as a placeholder to drag Cards and media etc onto. 

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



You can click and type straight into a Slot to add text to it. 


To change the background colour or font colour on your slot, hit the small settings wheel. 


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Adding Cards

You can add your Cards to a Board, to create an incredible 3D tool. Click into scene Cards directly from a rundown Board to get to the detail, click into cast Cards directly from a audition Board to add your notes, click into a Project from an overview Board to get the latest information.


To add a Card to a Slot, press the + icon on a Slot

Then select "Search for Card" to add an existing Card

The sidebar search will appear, type to search for your Card, and click it to add it (or drop and drag it wherever you would like it to go)


OR, press the + on the Slot and select create a new Card to create a new Card and add it to your Slot  

Give your Card a title, choose it's category and hit Add to Board 


You can add multiple Cards to a Board very quickly simply by going to the Column you want to add them to, hitting the three dots tip right and selecting Add Cards.  Simply click on any Cards you want to add, you can narrow down your side search to particular categories if needed. 

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Adding Text

You can add Text to Board, which will automatically resize to the match the size of your text font, giving you the flexibility to create different sizes of items on your Board. To add text to a slot, press the + icon on a slot 

Then select Text


Type in your Text, choose font size, orientation and colours etc, and hit Create.


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Adding Media

To add media to a particular slot, press the + icon on a slot 

Then select Media Player 


Add in your link, give it a Label if required and hit Create 

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Moving Items 


Simply click and drag Cards and items to move them wherever you like between Columns. 


Re-sizing Cards 


Click this this button to toggle your Card view between full size or small compact size. 


Fields

You can display your Fields on Boards.


Simply press this button to toggle what Fields you want to display on and off. If your Fields are in a Set they will display in each Set.


Each Field you select will display on the front of your Cards.

For more info on Fields and how to set them up, click here.


Labels


You can add Labels to slots and Cards on Boards, which are handy little visual references.  Select the item(s) you want to Label. Press the circe in the top right corner of the item to select it.


 Press the label icon from the bulk actions menu that appears


This opens a list of all your existing labels on this Board, or you can Add a new Label at the bottom of the menu. Assign labels to items by ticking the checkbox in the "Add" column next to that label, you can select as many as you want. You can also remove labels by ticking the checkbox in the "Remove" column. Hit "Save" when you are finished. 



Customising your Board

To customise your Board, click the three dots top right of your Board and select Settings. 

Here you can change the background colour, wrap your Columns, choose font alignment and update all the column headers at once etc. 

You can also choose whether you show labels, or whether you have a fixed Card size (so if you have many labels they won't all show so that all your Cards stay the same size) 


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Grid Board Help Guide 



Adding Cards

To add an existing card to a Grid board, press this icon


The sidebar search will come up, type to search and then click to add your Card (or multiple Cards) to the board.


To create a Card to add to the Board press this icon and select Card 

Give your Card a title and Category and hit Add & Open 



Moving Cards 

Click this button top right and then click and drag your Cards. 

Pay attention to your options at the top to choose how you'd like your Cards to move. 

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Re-sizing Cards 


Click this button and then re-size Cards by clicking the bottom right corner of each Card and dragging to re-size how you would like. 





If you want all of the Cards on your Board to be the same size and shape without individually moving them, you can set a default card size and/or "Resize all". Go to the three dots top right of your Board and select Re-size All, or to set a default for every new Card added. 

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Accessing Boards

You can access all of your Boards by pressing the home button, and then Boards. All of the Boards in your Project will be here.



Adding to Dashboard

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

Note: you can only edit the Project Dashboard if you are an Account or Project Admin User.

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


You'll then be able to find your Board on your Project Dashboard.


You can also add a list of ALL your Boards to your Dashboard, from the Dashboard itself.

Click the settings wheel top right and press +


Then choose Boards, this will add a list of all your Boards! 



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