Boards - Amplify

Article Overview

This article provides step-by-step instructions for setting up and customizing boards in Amplify. Amplify provides a powerful toolbox for creating a personalized dashboard. This article should help you get started and follow best practices in creating boards.

This article will explain how to configure board access/default periods, set up filters, and create widgets for optimal dashboard management.

Note: if you have more than 1 office, this process should be done for each of them.

Part 1: Access Your Board(s)

This part demonstrates where users can manage their boards.

Note: existing boards are listed at the top of the dashboard. In the example(s) below, existing boards include Company Admin Dashboard, Pipeline Stages, Gamification Dashboard, and My Dashboard.

• In order to complete your dashboard configuration, you will need to access your boards.
• To create or edit a board, navigate to "Dashboard" -> click "+ Add Board".
  
  • Tip: to simply create a new board, click "+ Add Board".

• When managing your Boards, users are able to:
  • Toggle between managing Web Boards vs. Mobile App Boards
  • Under Web Boards, "Categories" can be created. In the below screenshot, there is a "Company" category on the left side.
  • On the right, users can reorder the boards in a category.
• Click "+ Add Board" to create a brand new board.

Part 2: Create a New Board

When creating a new board, users are able to edit the board's description, restrict which users can view the board, and which filters are available for that board.

• After selecting "+ Add New Board", Users will be presented with several setup options for their new board.
  • General:
    • Title: provide a title for the new board.
    • Description: give a description of the new board.
    • Default Period: set the default period for data to display.
    • Category: assign the board to an existing category.
    • Icon: select an icon to represent this new board.
  • Board Access:
    • Teams/Departments: select which teams/departments are able to view the board.
    • Access level: select which access level a user must have to view the board.
  • Filters:
    • Resource Intensive: when checked, users won't be able to add new widgets to this board.
    • User Filter: allows for users to filter data on the board by user.
    • Team Filter: allows for users to filter data on the board by team.
    • Activity Filter: allows for users to filter data on the board by activity type.
    • Show Current User's Data by Default: choose to display the signed in user's data by default.
• Click "+ Add Board" to create your new board.

• After creating your new board, users are able to reassign the board to a different category and reorganize the order the boards are listed within that category.
• Additionally, existing boards can be edited, copied, hidden, and deleted from the Manage Boards page.

• Live boards will be visible from the main Dashboard in Amplify.

Part 3: Create Widgets

After creating a new board, users will then need to create any necessary Metrics and create Widgets for those metrics to report on an existing board!

Pro Tips

• Configure the access of a board if you want to restrict/hide the data from a group of employees because the data is confidential or not relevant for the group.
• Companies are different on the periods they measure. Some measure monthly while others measure weekly/yearly. You will always have the possibility to change the period on the dashboard at any time with the filter, but setting a default period is highly recommended.
• Filters are used to quickly find the data you are looking for. Configuring filters can be used to restrict users from certain data.

Next, learn how to edit your Dashboard.