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SiteSmith BoardsLesson 2 of 16
  1. Getting started

    4 lessons
  2. Build a board

    4 lessons
    • Create a board from a templateReading · 6 min
    • Items, groups and columnsReading · 7 min
    • Item details: updates, files and linksReading · 7 min
    • Quiz: build a boardQuiz · 5 min
  3. Views and projects

    4 lessons
    • Switch views, filter and sortReading · 7 min
    • Choosing the right viewAnimated · 3 min
    • Overview and project statusReading · 6 min
    • Quiz: views and projectsQuiz · 5 min
  4. Teamwork and automations

    4 lessons
    • Share a board and invite guestsReading · 7 min
    • Automate routine stepsReading · 7 min
    • How an automation runsAnimated · 3 min
    • Course checkQuiz · 9 min
Course page

ReadingGetting started, lesson 2 of 166 min

Home, My work and Portfolio

Boards has three places that look across all your boards: Home, My work and Portfolio. You'll find them at the top of the left rail.

Home

Home shows how many Boards and Items you have, how many are Assigned to you, and Unread notifications. On your plate lists your next items. Below are Recently updated boards, Favorites, All boards with a sort menu, and Start from a template.

The left rail

  • New board starts a board.
  • Find a board filters the list below it.
  • Favorites are boards you starred. Click the star next to a board's name to add it.
  • Folders group boards. Click New folder, then drag a board onto a folder to file it.
  • Archived boards and Plan sit at the bottom.

My work

My work lists the items you're assigned to, on every board you can open, grouped into Overdue, Today, Next 7 days, Later and No date. Change an item's status right from the list.

My work with Open, Overdue and Due this week counts and items for the next 7 days

Use Group by (Due date, Board or Status) and Sort to arrange the list, and Show finished to see what you've done.

Portfolio

Portfolio treats every board as a project: its status, lead, progress, item count, overdue items, dates and what's next. The chips above the table filter by status, and the timeline at the bottom shows each project's dates.

Portfolio with Projects, On track, Needs attention and Overdue items counts and a table of four projects

Notifications

The bell and Notifications show when someone mentions you, assigns you, replies to you, invites you, or an automation notifies you. Each one is also emailed to you.

Notifications with one unread mention from Jordan Lee

Questions and answers

Sign in and enroll to ask questions and read the answers.