Overview
In Yablo, boards are powerful tools that aid in organizing conversations and promoting effective collaboration among team members. With boards, you can easily keep track of important messages and resolve inquiries efficiently. Boards consist of columns, and your conversations are represented as cards within these columns.
You can simply drag and drop cards to organize your board in a way that best suits your workflow and priorities. This intuitive approach ensures that you can stay organized, streamline communication, and resolve inquiries faster, ultimately enhancing team productivity and performance.
Switch to board view
In case your view is in "List view", you can switch to the board view by clicking the "View options" button at the top of the screen and selecting "Board view" from the dropdown menu.
Change grouping
You have the flexibility to choose how your board is organized by selecting a grouping from the "View options" menu. Depending on the grouping you select, Yablo will automatically create corresponding columns on your board. We currently support the following groupings:
Assigned To
Your board can be organized by conversation owner (assignee) using this grouping. This allows you to have a clear overview of which team member is responsible for each conversation. You can also customize the order of a column by clicking the "..." button at the top of the column. Drag & drop cards to assign conversations to team members.
Due Date
Conversations are arranged in columns on your board based on their due date. You can easily change the due date of a conversation by dragging and dropping it to a different column.
Inbox
You can organize your conversations by inbox in Yablo. This allows you to easily move conversations from one inbox to another using the drag & drop feature. This can be helpful for managing conversations across multiple inboxes and keeping them organized.
List
When you group your board by List, you have the flexibility to create your own custom collection of columns. This option is useful if you want to implement your own workflow and categorize your conversations based on status, type, or any other criteria that suits your team's needs.
Priority
You can organize your board by priority, allowing you to clearly distinguish between urgent and less urgent conversations. This grouping is helpful for prioritizing your team's workload. You can easily change the priority of conversations using drag & drop.
Tag
You can organize your conversations by tags, which allows you to get an overview of the different topics involved. This type of organization can be helpful for categorizing and sorting conversations based on relevant tags or keywords.
Note that not all groupings are available in all different views.