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 ticketing 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.