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Create a Board
Create a Board

Select the graphs that you want to see in a client's file. Create multiple boards if you want to track some clients differently

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

What is a Board

A board is a bunch of graphs that you have selected to appear automatically updated in a client's file.

Several Boards can be created in order to compare different data of your clients.

Creating a Board

  1. Click on the "Contacts" tab.

  2. Choose the client or the group who you want to create a board for.

  3. Select the "Reports" tab.

  4. Click on "+ Create a board" at the top of the page.

4. A new window will appear allowing you to name the board, add keywords and determine his the visibility level.

5. To know how to add graphs to your board, click here.

N.B.: You can create as many boards as you want.

Where to find the boards you created

The boards you have created will appear in the drop-down list at the top right of your graphs. You can therefore move from one board to another in order to see data specific to the latter.

The star allows you to decide which board you want to appear by default.

Keywords

These keywords will be used to automatically display the board that best matches the client's objective. For example, if the keywords are "lose" and "weight", the board will automatically display when a client has "Lose 10 pounds" or "Lose weight" as their goal.

Further information

  • To create a custom graph to add to your board, click here.

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