Managing Work Management Boards (Power User)
In this walkthrough, we’ll cover how to create new boards, rename them and delete boards.
Coheso’s Work Management Boards allow Power Users to organize and track requests in customizable boards. All boards are visible to all Power Users in your organization, and any changes (new boards, renames, deletions) will be reflected for everyone. By default, Coheso comes with several sample boards (e.g. Contract & Commercial, Compliance, Regulatory & Data Privacy, etc.) that you can use or modify.
Creating a New Board
To create a new board, navigate to the Boards panel on the left side of the Work Management interface. At the bottom of the board list, click + New Board. This will open the “New Topic Board” dialog, where you can define your new board.
In the New Topic Board dialog, enter a Board Name and an optional Board Description. The dialog notes that “This board will be visible to all users in your organization,” meaning all power users will see this board in their list. Once you’ve entered the details, click Create Board to add the board to your system.
Board Name: Choose a clear, descriptive name.
Board Description: Provide additional context if needed. This description can be seen on hover.
After creating the board: The new board will appear in the Boards list on the left panel for all power users. Power Users can route incoming requests to this board by associating intake forms with it, or manually create a request directly on this board. If you provided a description, you can hover over the board name to see the description tooltip. This helps everyone understand the board’s purpose at a glance.
Tip: When setting up intake forms, you can choose which board each form’s requests should go to. Make sure the form is pointed to the correct board to avoid routing issues.
Renaming a Board
If you need to rename a board:
Board Menu: Find the board in the left panel list and click the three-dot menu next to the board name.
Choose “Rename”: In the menu options, click Rename. An edit dialog will appear.
Enter a New Name (and Description): Type the new board name and purpose.
Save Changes: Confirm the rename. The board name will update in the list for all users.
Note: Renaming a board does not affect the requests on it or the intake form routing. However, it’s best practice to double-check any intake form settings when you rename a board.
Deleting a Board
Only delete a board if you’re sure it’s no longer needed, as this will remove it for all power users. Before deleting, ensure that the board is empty and no active intake forms are pointing to it.
To delete a board, click the three-dots menu next to the board’s name and select “Delete”. You will be prompted to confirm the deletion. Confirming will remove the board from the list for the entire organization.
Note: A board can only be deleted after all requests on that board have been removed, and no intake form is currently routing new requests to it.
Remove Requests First: If the board still contains requests, you’ll need to remove those requests.
Update Intake Forms: If any intake forms were set to automatically route to this board, update those forms to use a different board or turn off routing for them.
Then Delete: Once the board has no associated requests and no incoming form routes, confirm the deletion in the prompt. The board will be removed.
After deletion, the board will no longer appear in the Boards list for any power user. Make sure that you really want to delete a board before confirming, as this action cannot be easily undone.
Last updated