The Information Board is an interactive component of the Event Room, that enables you to collate, categorise and manage information to successfully manage critical events. Unsure where to find the Information Board?
In this article, you will learn how to:
How do I Add Information?
Adding new information to the Information Board is quick and easy.
Click on Add description and type in the first row of the Information Board and then hit enter. All other information can be entered later. Pressing the Enter key to move to the next line for a new information row, enables rapid data entry.
Click on the Priority icon and select the correct priority from the drop-down menu.
Click on the Type and select the correct status from the drop-down menu.
Click on Add Impact and select the relevant impact(s) from the drop-down menu. Note, your impact options may differ as these are customised upon setup.
Clicking anywhere on the row will also activate a side panel for further information or actions.
Click Updates to create notes, link information and further collaborate about the specific topic.
Click Attachments and links to upload relevant documents or link to a task from the task board, creating clear connectivity and accountability.
Click Link a task to link information from the Information Board to the specific task. If you have not yet added a task to the Task Board, you can do so by clicking Create new Information.
Click Upload an attachment and select the relevant file you would like to upload.
How do I Edit Information?
On the Information Board, click anywhere in the row of the task that you would like to edit. Clicking on the row will activate the side panel.
Click the options icon and select Edit details.
How do I Delete Information?
On the Information Board, click anywhere in the row of the task that you would like to delete. Clicking on the row will activate the side panel.
Click the options icon and select Delete information.
Contact the Catalyst Customer Success Team by clicking the button above.