User Manual
Basic Concepts
What is a board?
A board is a project management and tracking tool. It’s a place to organize to-do lists; It is a center, a platform to manage all aspects related to your work team. Boards are perfect for organizing tasks and keeping track of every detail and are great for teamwork. Flash Team 360 allows the creation of as many boards as necessary to adapt to the needs of the different projects you have.
What is a list?
A-List contains cards representing tasks or information linked to the projects you work with. The Lists allow you to organize the tasks by phase of development in the project, thus creating workflows where the cards advance, depending on the stage of the process in which they are. Flash Team 360 lets you create as many lists as you like per board, allowing you to organize and name them however you like.
What is a card?
Cards are used to represent tasks or ideas. They can create Cards for specific tasks or reminders and organize them into lists based on their progress.
What is a checklist?
Checklists are the most detailed element in Flash Team 360. With this tool, you can track the progress of tasks that are displayed on cards. Checklists streamline teamwork by showing when parts of the running task are completed and letting the user know which team member did it and when.
Profile Management
Panel
In this image, you can see the main Flash Teams 360 Dashboard.
Profile Handling
Change of language
To change the language in Flash Team 360, locate the button with the flag (Spanish or American) in the upper right corner. Click on it and select between the Spanish or English language for the Flash Team 360 interface.
Change of Password
To change your Flash Team 360 password, click between the change language options and your username in the top right.
When doing so, a box will be displayed in which several options will be maintained.
To change the password, click on the “change password” option. A window will appear where you can set your new password; by doing so, click save (or “save”), and your new password will be saved to the system.
Dashboard Management
Creation
To create a new board, click the “Add New Board” button located at the top of the interface; you can also create them from the “Boards” section.
Doing so will bring up the following window.
When you finish selecting the title and background image, click the “Add” button at the bottom of the window; your new board will be saved with a description and appear in your Flash Team 360 Dashboard.
Favorite Boards
Flash Team 360 allows its users to create as many boards as possible. For example, if a user manages several boards from different projects and wants to have more direct access to one of them, he can bookmark them, and they will appear in the first row of his Board, in the “Bookmark” section. To bookmark a board, click the star-shaped button in the top right corner of the board.
Use of Boards
To manage a board, you must click on it and enter the interface of said board. In it, you can make edits, add access to other users to the dashboard, archive or delete the dashboard, and make use of the lists, cards, and checklist. The following image shows the dashboard interface.
Dashboard Editing
You can easily edit the title, description, and even the background image of your boards. First, go to the board you want to edit to do this.
Add/Remove Board Members
To give access to the board to other people, whether they are members or collaborators of your project, click the “Members” button.
Duplicate Boards
You can duplicate your boards by clicking the following button:
Doing so will bring up the following window:
After naming the duplicate board, click “save,” and this new board will appear in the main interface of your Flash Team 360 account.
File Panels
You can archive boards by clicking the button below:
Doing so will bring up the following window:
When you click Save, the board will be archived and will not appear in the main interface of your Flash Team 360 account. In case you need to access them after archiving, in the user options menu, there is the option to access them:
Clicking on “Archived Boards” will bring up the following window with all the boards you have archived. Click on the board you need to access, and you will be taken to the dashboard interface.
If you want to return a board to the main interface, click the “Unarchive” button.
Then click the “Save” button.
Lists
Creation
To add a new list to a board, click the “Add New List” button located in the upper right corner of the board interface.
A window will appear to name the list, and click the “Add” button.
By doing this, your new list will appear in the dashboard interface.
Edit, Delete
Moving Lists
By clicking and holding the button at the top left of the list you want to move, you can change its position on the board.
Then drag the list to the position you want on the board.
Cards
Creation
To add cards to lists, click the “Add Cards” button on the List you want to add the card to.
The following window will be displayed, in which you can add the card information.
Edition
Change of Card Position
Duplicate Cards
The following window will be displayed. In it, you can select which of the board lists you will copy the card to.
After doing so, you will be able to select the name that the duplicate card will have. Finally, write the name of the card and click “save.”
Card Management
Cards have additional features with which you can better organize specific tasks for the projects you’re working on. These features are adding team members to work on the card, creating a checklist, assigning a particular user to a specific checklist, working with attachments within the card, and a notes panel that everyone can use. To access these features, click on the card you wish to edit, and the following tab will be displayed.
Change Card Name
Clicking on the card name (located at the top of the card) will allow the option to change the card name.
After typing in the new card name, click “Save” to save your changes.
Card Status, Complete Cards
Edit Card Description
Clicking on the card description will display the option to edit it. After making the changes you want, click the “Save” button to save your changes.
Add users to the card
Click the “Members” section below to add users to a card.
Clicking the button will display the following menu.
Create and manage labels
You can add colored labels or “Labels” to your cards to better control them. Flash Team 360 doesn’t come with default labels so that you can create and organize them according to your preferences. There are two ways to create tags in Flash Team 360.
The first is through the user options by clicking on “User Labels.”
Use of labels
When entering any truthful card, there is a section called “Labels.” Clicking on the “+” button will display the same menu with which the labels are created.
You can add an existing tag or create a new one, whichever is the case; click the “Add” button, and the tag will be added to the card. You can add as many labels as you like per card.
Creation of checklist
To better track the progress of any task within your projects, you can create as many Checklists as you need a per card, which is used to highlight specific steps in completing the task and display a progress bar on the screen. To create a Checklist, click the button next to the Checklist section.
The following window will be displayed.
Checklist Management and Status
Notes
Users working with the same card can leave comments visible to everyone through the notes section.
When writing the comment, click the “Add note” button to save it. The notes will appear below the section and will show the date and the user who wrote the note in addition to the comment.
Activity History
In the “Activity” section, you can access a summary of the activity carried out on each card.
Create card templates
The following window will be displayed. Select the template’s name and click on “save.”
When creating a new card, the option to create from saved templates will appear.
Manage card templates
In the options menu of your Flash Team 360 account, there is one called “Card templates” click on it to manage the card templates section.
The following window will display. If you want to access it, it opens.
You can edit the template; you can also delete it from this window.
Attach Files to Cards
The files will be organized depending on how you have added them to the card. These will appear in the “Attachments” section.
Interface
In the main interface of your Flash Team 360 account, you will see a panel at the beginning; this allows you direct access to the boards in which they participate and see the status of the Checklist.
Boards show the total number of boards you participate in, whether you are an owner or a guest user.
“Overdue Checklist” shows which checklists they worked with exceeded their expiration date without being completed. The expired Checklist will be displayed in a list by clicking on the button. Clicking on one of the checklists that appear in the list will take you to the board of that checklist.
“Outstanding Checklist” shows the checklists to be completed that have not yet expired. As with “Overdue Checklist,” clicking on the button will display the Checklists to complete the list. Clicking on one of the checklists that appear in the list will take you to the board of that checklist.
For the checklists to appear in these statistics, they must have an expiration date; otherwise, the system will not show them in this panel.
Calendar
Flash Team 360 has a calendar mode, with which you can see the status of the cards in which you participate according to date. To use this mode, click on the “Calendar View” button.
When you do this in the main interface, the cards of all the boards in which they participate are displayed according to their expiration date.
You can click on the cards from the calendar view; by doing so, the system will take you to the interface of that card.
Calendar View in Dashboards
You can use the calendar view on individual boards by clicking the “Calendar View” button on each board’s interface.
