How do I use the Question Board?


The From/To Grid View is presented by selecting the Question Board option from the main menu.

You may

  • zoom-in and zoom-out on the grid at your own sweet will by clicking the - and + controls
  • filter questions on disciplines and choice list fields
  • subscribe to the whole board or to individual questions
  • configure the board's settings
  • Click the yellow folder icon showing the number of questions in a cell to see the list of all questions in that cell
  • To see questions belonging to a certain workflow step, click the desired step
  • Click a question from the list to open the question card


The question card

Update any of the following fields on the question card:

  • Question (if you are a member of the from-discipline)
  • From discipline
  • To discipline
  • Due date
  • Answer (if you are a member of the to-discipline)

    Note: Additional custom fields can be added if desired

You may also

  • Add attachments to the question if expedient
  • Add comments to the question

Remember to SAVE your changes to the question card.

Create new question

Create a new question by pushing the CREATE button. Fill in values for all mandatory fields:

  • Question
  • From discipline
  • To disciplines and

SAVE it.

Move question to another cell 

Drag & drop a question to another cell if it was misplaced. Note that you will only be able to move a question to rows representing from-disciplines of which you are a member.

Move question to another workflow step

To move a question to another step, simply drag it to the desired step & drop it. 


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