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Edit, move, share or delete boards
Edit, move, share or delete boards

Manage boards from the overview page

Gustavo Simões Braga avatar
Written by Gustavo Simões Braga
Updated over a week ago

If you have admin rights of a board, it's possible to click the three dots next to its title to open a dropdown menu with options to make changes to it. If not, please ask the admin to change your role in the board to lead, following the steps in this article.

Show details

Click "Show details" to open a window with the settings of a board, where you can define the parameters of how it works. This article explains what you can do in the board settings.

Move boards

Click "Move board" to send it to another organization. It's not possible to have the same board in other subscriptions. You can also click "Duplicate board" to create a second board instead of moving the current one.

Share boards

You can send a link to a team mate that will access the information of a board if she has an active Placker account. It's also required that this person is added to the members tab of the board in order to be able to view and edit. See in this article how to add members to a board.

Click "Show URL" to see the link and copy.

You can also select to see a link straight to the Gantt view or an ical link that will add cards to a calendar. Notice that it's not a two-way sync in this case.

Delete  boards

Click "delete board" if you will no longer use it. This process is irreversible, and for this reason there is a message that asks you to type DELETE to confirm this.

In case the board is connected to Trello, only Placker data will be deleted, the Trello board will remain intact.

Questions, issues and feedback

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.

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