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Build your own board

The toolbar at the bottom of the Board has three tools, three trays and three buttons. The tools decide what happens when you click and drag. The trays are where you add cards, and the buttons add boxes, text and comments.

The toolbar

The Board toolbar with the Select, Hand and Connect tools, the Links, Pages and Blocks trays, and the Box, Text and Comment buttons

The Board toolbar
ButtonKeyWhat it does
SelectVPick, move and edit cards. This is the tool you use most.
HandHMove around the Board and open the details of a card.
ConnectLDraw a line from one card to another.
LinksOpens your links so you can add them. See Adding links and pages.
PagesOpens your tracked pages and conversions.
BlocksAdds Winner, Revenue, Total, Conversion and Target. See Blocks that do the maths.
BoxSAdds a box to group cards. See Text, boxes and comments.
TextTAdds a heading or a label.
CommentCPins a comment on the Board or on a card for your team.

Select or Hand?

Both tools let you look around the Board. The difference is what happens when you press on something.

When youSelect (V)Hand (H)
Drag on empty spaceDraws a selection boxMoves the Board
Drag a cardMoves the cardMoves the Board, the card stays put
Click a cardSelects it and shows its toolbarOpens its details on the right
Double click a blockOpens its settingsOpens its settings

Use Select when you are building: adding, moving, grouping and tidying. Use Hand when you are reading: moving around and checking the numbers behind a card.

Using the Select tool

A selection box drawn around three ad cards, which turn orange along with their lines

Selecting three ads with a selection box
  • Click a card to select it. It turns orange. Pages, conversions, text, boxes and blocks also show a small toolbar above them. Links don’t, so press Delete to remove one.
  • Drag a card to move it. When it comes close to lining up with a card it’s connected to, it settles in line so the line between them runs straight.
  • Drag on empty space to draw a selection box. Every card and line it touches is selected.
  • Drag any selected card to move the whole selection together.
  • Press Delete to take everything that is selected off the Board.
  • Click selected text to type in it. Double click a block to open its settings.

Using the Hand tool

The Hand tool picked in the toolbar and a hand pointer over the Board

Moving around with the Hand tool
  • Drag anywhere to move the Board, even when you start on a card.
  • Click a link, page, conversion or block to open its details. See Opening the details of a card.
  • Nothing moves or changes by accident, so it is the safe tool for showing the Board to someone.

Using the Connect tool

Pick Connect, or press L, then drag from one card to another. You can also click the first card and then the second.

The Connect tool picked and a line being drawn from Homepage to Checkout

Drawing a line with the Connect tool

There are two more ways to draw a line without switching tools. See Connecting cards.

Shortcuts

ShortcutAction
V, H, LSelect, Hand or Connect
S, T, CAdd a box, add text or start a comment
Space and dragMove the Board
1Fit everything on screen
⌘ ZUndo
⇧ ⌘ ZRedo
⌘ DDuplicate what is selected
DeleteTake what is selected off the Board
EscBack to Select, close trays, clear the selection

Text shortcuts like bold and text size are on Text, boxes and comments.