FAQ

Our Support Hours:   Mon-Fri    8:00am –  5:00pm CST

CardBoard is a simple tool to collaboratively discover your product, from user experiences to MVPs – think in product.

See it in action here.

Public CardBoarders are free members who only have the ability to create and edit public boards – boards that all CardBoard users can see and clone, but only the board creator can edit. The big difference here between Public and Community CardBoarders being that there is no direct collaboration. When you purchase a community, you have the ability to add members to your community and add those members to boards to dynamically interact with each other. (Similar to Github)
Group cards into journeys to visualize value collections. A journey is a collection of cards that reflects a certain path across your board. It can help identify requirements from a user perspective, e.g. buyer, seller, administrator etc.
Select multiple cards [hold down <shift> as you select cards] and click the ‘Create New Journey’ icon. Click the journey title in the list to highlight that journey on the board.

Watch a video about journeys here.

You can pull data in from JIRA, VersionOne, Pivotal Tracker, Team Foundation Server, and Rally into CardBoard at the time being and track statuses, and push content back to them.
This is a list of shortcuts:

Editing:
– start editing w/ that letter: <Any Letter>
– start editing: <Enter>
While Editing
– add a new line : <Shift>+<Enter>
– accept edit: <Enter>
– cancel edit: <Esc>
Board Actions
– change selection: <Arrow Key>
– move cards: <Alt> + <Arrow Key>
– duplicate card: <Ctrl> + <Shift> + <Arrow Key>
– change color of selected card: <Shift> + <Arrow Key>
– add a collaborator: <Alt> + a
– flip card: <Shift> + <Meta Key> + f
– Undo: <Ctrl> + z
– Redo: <Ctrl> + y
– delete current selection: <Del>

Watch a video about shortcuts here.

Trial CardBoarders have a limit of ten collaborators (who also count as viewers) and fifty boards. A trial membership expires after thirty days.
Once a member’s trial is over, you have the option to become a Public CardBoarder – that is, create and edit boards that are viewable (and clone-able) by everyone in the CardBoard community, or purchase a community.
When in a Trial Membership you add collaborators directly to boards by going into the “Board settings” screen-shot-2016-12-01-at-3-58-42-pm in the upper left-hand corner next to the board’s name or by clicking this button screen-shot-2016-12-01-at-4-01-29-pm  on top right-hand menu. Once in either, you simply enter the email address into the text box and click “add collaborator.”

When in a Paid Community only the community owner, the account of the person who purchased the licenses, can add or remove collaborators from the community. Once a collaborator’s been added to the community, any collaborators in the community can add any other collaborator in that community to a board by going into the “settings” page of the board and selecting from the drop-down menu which collaborator she or he would like to board, or by clicking this button screen-shot-2016-12-01-at-4-01-29-pm in the upper right-hand menu and selecting from the pop-up which collaborator to add. Viewers can also be added to boards within paid communities, by any collaborator, within the “settings” page of a board or by clicking this button screen-shot-2016-12-01-at-4-01-29-pm.

When converting from trial membership to paid membership, your boards will transfer, though, collaborators will need to be added again. Once you purchased the community you will be directed to add members to your community. When they’re added you will individually add them back as either collaborators or viewers to the boards. Once those users are added to your community, they will have all the rights that the community owner does in creating boards, inviting collaborators, etc. and will not have to pay for their membership (but their invites will count against the community owner’s allotment.)

If you have more boards in your trial membership than your community plan will allow, you will be given the option of which boards you wish to transfer into your community and whether you wish to download the other boards as CSV files or make them public.

The trial members’ boards will not transfer automatically, but they are given the option to do so. These boards will, however, count against the community owner’s total board allotment.

No, it will not count against both of yours’, but it will count against whoever’s allotment that is doing the inviting.

No, once you’re in a community, in the board’s settings, you are able to invite viewers with just an email address.

Yes, but you can always delete the invited if she or he hasn’t joined in a timely manner from your community page, or even if they accept and become non-contributing.

It’s just a license for you to create private boards… in a sort of community of your own. The license does allow you to add read-only viewers to your boards.

The best way to transfer a board is to download the map as a CSV file by clicking on this icon screen-shot-2016-12-01-at-3-43-56-pm   in the upper right corner. Once downloaded, import the data as a new board, by choosing “Upload from different CSV”.

Yes. The best way of doing this will be to clone the public board once you’re a Community CardBoarder and then delete the public board.

When you delete your community, your private boards will be deleted, but your public boards will be unaffected, and your account will default you into a Public CardBoarder membership; the same goes for your collaborators’ boards and accounts. If you wish to keep your private boards, before you delete your community, you can either convert them to public boards or download them as CSV files.


CardBoard Tutorial Video


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