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.