> For the complete documentation index, see [llms.txt](https://help.tillit.cloud/tillit/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tillit.cloud/tillit/knowledge-base/boards.md). # Boards **Boards** is a powerful, flexible management tool in TilliT, designed to track and manage various tasks, such as non-conformance reports (NCR), customer complaints, action plans, and more. This feature allows you to handle tasks that fall outside the standard production order, making it ideal for managing projects, tracking issues, and improving workflows. ## Navigation You can access **Boards** through the menu on the left side of your screen.

Left navigation sidebar of the TilliT application showing options, with Boards highlighted inside a red box.

#### Key Use Cases for Boards: * Non-Conformance Reports (NCR) * Customer Complaints * Lessons Learned * Continuous Improvement Projects * New Product Development * Corrective Actions Each board is customizable to fit your needs, allowing you to track information specific to your workflows. ## Creating a Board #### Example: Creating an NCR Board To demonstrate how to use the Boards feature, we'll walk through setting up a **Non-Conformance Report (NCR) Board**. You can start from scratch or use one of TilliT's pre-built templates. If you don't have a template, choose **Start from scratch** like the screenshot below.

Then click on your newly created Board to open it. When you create a new board, you'll see a basic table layout with default columns like "Name" and "Updated At" Then click on **Edit board structure** to configure your Board.

Tillit interface illustrating how to click the newly created 'NCR Board' card, followed by a highlighted blue arrow pointing to the 'Edit board structure' button on the board page.

**Customizing the Board:** You can add columns to suit the needs of your task.

The 'Edit board structure' side panel on the right, showing board information and a highlighted 'Add column' button under the Columns section.

For example: * **Date Reported:** Add a date field to track when the issue was first reported. This can be set as a required field. * **Reported By:** Link this field to the user who reported the issue. * **Description:** Add a text field where users can provide detailed information about the issue. * **Severity:** Add a field to categorize the issue (e.g., Critical, Major, Minor), and customize colors for each severity level. * **Status:** Each board can have one **status field**, which helps track the progress of the task (e.g., To Do, In Progress, Done). Each board item displays the following read-only audit fields, which are automatically populated when the item is created: | Field | Description | | ---------------- | ---------------------------------------------------------------------------------------- | | **Created By** | The user who created the board item | | **Created From** | The source from which the item was created (e.g., manually, or via an activity template) | | **Created At** | The date and time the item was created | These fields are visible in the board item's detail panel and cannot be edited.

Column setup: a form pop-up to add a 'Description' text column.

The 'Columns' list showing configured fields.

### Adding board items Once the board structure is ready, you can easily add items to it. Click on **Create** on the top right corner then fill out the modal. For example: * **Misalignment Issue:** Add a record for a misalignment issue reported by a user and set the status to "To Do", then click **Save.**

Interface section highlighting the '+ Create' button on the board toolbar, next to the pop-up window to 'Create a board item'.

### Editing board items Whether in **Row view** or **Grouped by item status,** simply click on the item name to edit it.

Comparison showing the Row view layout with items listed in a traditional table, and the Grouped by item status layout displaying items in a visual Kanban board format.

### Row View vs Grouped by item status On the top right corner, you will see two options to view a board. **Row view** is the button on the left, showing items in a standardized TilliT table panel.

Row view layout with items listed in a traditional table.

**Grouped by item status** is the button on the right, showing items in a more visual **Kanban** board style. Items **can be dragged** through different statuses.

Kanban board view layout grouped by item status.

## Deleting an item from the board ### From the item's basic information panel If you are in the item's basic information panel, click on the **arrow next to Archive**, and choose **Delete in the dropdown** to delete the item.

Selecting 'Delete' from the 'Archive' dropdown inside an item's detail view.

### From the Row view Click on the **checkbox next to the item's name** to select it. Then click on the **arrow next to Create,** and then choose **Delete in the dropdown.**

Selecting an item in Row view then choosing 'Delete' from the action dropdown menu.

## Deleting the board Click on the **arrow next to Edit board structure** and choose **Delete** in the dropdown to delete the board.

'Delete' option located in the 'Edit board structure' dropdown.

{% hint style="info" %} All board items must be deleted before you can delete the board. {% endhint %} ## Managing Workflow with boards #### Visualizing the Workflow: After adding records, you can sort and filter tasks by status, transforming the board into a dynamic workflow visualization, similar to a **Kanban board**. You can drag items across stages, such as from "To Do" to "In Progress," providing a clear view of task progress.

The 'Filter' dropdown menu displaying filterable fields such as ID, Name, Description, and Item Status.

## Restricting Access with User Groups Boards support access control through User Groups, allowing administrators to restrict which users can view or edit a specific board. This is useful when boards are department-specific — for example, ensuring Quality Lab users cannot view or modify boards belonging to Packaging or Brewing departments. To assign User Groups to a board: 1. Open the board and click ***Edit board structure***. 2. Locate the ***User Access*** field in the board settings. 3. Configure and save

The Users Access configuration section within 'Edit board structure', displaying dropdown permissions for Viewable By, Created By (ADMIN), Updateable By (MANAGER), and Deleteable By.

{% hint style="info" %} Users who are not members of an assigned User Group will not be able to view or edit the board. {% endhint %} ## Advanced usage of Boards ### Linking items with additional board sections For more complex issues, such as resolving a component misalignment, you can create **sections, which are also boards** within the board for **Lessons Learned** or **Action Plans**. These sections allow you to track all steps related to resolving the issue and ensure proper documentation of solutions. For example: * If the solution to the misalignment is to replace a bearing, you can document this fix directly in the board and assign the relevant actions to team members.

An item detail view showing the highlighted 'Add new section' area.

Pop-up form to create or embed a sub-board.

### Automating Task Creation Boards can also automate item creation based on specific activities. For instance: * If a **pre-operation check** fails during packaging, TilliT can automatically generate an NCR entry by **entering information through an activity template**. * To do this, select **Board item** as the item type when configuring an activity template. (See [Activity Templates](/tillit/knowledge-base/setting-up-tillit/activity-templates.md))

The 'Select an item type' modal grid highlighting in red the 'Board Item' for use in activity templates.

You can select the NCR Board where the new record will be logged, input the necessary details in the activity form, and the item or task is automatically added to the board. #### Example Scenario: Automating NCR Entry 1. During a packaging order, a pre-op check fails. 2. TilliT automatically triggers an NCR entry from an activity template, detailing the issue and linking it to the correct board. 3. The record includes the failure report, timestamp, and other necessary information. 4. The new NCR entry appears on the board, allowing the team to address the issue and track its resolution through the workflow. ## Board Notifications TilliT can send notifications when changes occur on a board or its items. Notifications are sent to the email address associated with your configured notification channel. ### Watching a Board To receive notifications for all activity on a board: 1. Navigate to the board. 2. Click the ***eye icon*** in the toolbar.

Top navigation bar of the 'NCR' board highlighting an eye icon button with a tooltip label that reads 'Watch this board' next to the 'Edit board structure' button.

3. If you have two or more notification channels configured, a channel picker dropdown appears. Select the channel you want notifications sent to.

Modal dialog titled 'Choose notification channel' displaying an open dropdown menu under 'Email channel' with the email channel options.

4. If no channels are configured, a setup modal appears with your email address pre-filled.

Modal dialog titled 'Choose notification channel' displaying a pre-filled email address in the 'Email channel' field.

When you subscribe to a board, you are automatically subscribed to all items on that board. ### Watching Board Items To subscribe to specific items without watching the entire board: 1. Select the items you want to watch using the checkboxes in the table view. 2. Click ***Watch*** in the toolbar. To unsubscribe from items, select the items and click ***Unwatch***.