Boards

Boards in Checkbox are designed to centralize and manage all matters for a specific team, as well as control user access to those matters. This guide will walk you through setting up and managing boards effectively.

Prerequisites

• You must be a Matter Admin to set up and manage boards.

Setting Up a Board

• Create a New Board

  • Hover over the Matter icon at the top of the page. 
    • Click on View All Boards in the submenu.
    • Click on Create New Board in the top right-hand corner.

• Configure Board Settings

  • Board Settings and Members: Manage user access to the board in the Board Settings and Board Member sections.
  • Name and Description: Change the name and description of the board.
  • Board Intake Email: Locate and manage the board intake email address.
  • Views: Configure views within the board:
    • Shared Views: Accessible by all board members.
    • Personal Views: Customized views for individual users.

• Matter Layouts

  • All boards have access to all matter layouts. No additional setup is required.

Best Practices for Board Management

• Single Board Operation:
  • Operate on a single board as long as possible to maintain flexibility in matter allocation across the team.
• Separate Boards for Specific Scenarios:
  • Data Segregation and Sensitivity: Use separate boards for teams handling sensitive data or specialized projects.
    • For example, create a separate board for an employment team handling employment matters.
    • For sensitive projects like M&A, carve out a distinct board for that category of work.

By following these practices, you can ensure efficient management of requests and maintain data integrity and security within Checkbox.

Limits

1. Limit of 200 boards per account.

2. Board names have a limit of 255 characters.

3. Limit of 200 columns per board view.