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Info Boxes

Info Box collects all of the important details of your item, from files and images to comments and Q&As. Every item on your board has an Info Box, where you can upload all of your important files and relevant information! Keep reading this article to learn about everything you can do with the Info Boxes!

 

Note: We care deeply about the quality of our products and want to provide you only with the best! Because Info Boxes weren't performing as well as we anticipated, we have decided to discontinue their release to users. Not to worry - if you already have Info Boxes in your account, you can still continue to use them! If you encounter any problems, you can always reach out to our Customer Success Team and we'll do our very best to help you work through them!

 

 

What are they?

Info Boxes are steady, rearrangeable boxes that are often used for documentation, organization, and storage of certain information related to an item in an easily accessible place.

 

Where can I find them?

Click on an item just as you would to open the Updates Section. At the top of the window, you will see "Info Boxes" tab next to Updates. Click the tab to open up your item's Info Boxes!

 

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You have the choice to add notes, files, or Q&As. You can add as many boxes as you want and they will all appear here, in this window. 

 

Notes

Click "Add a note" to create a new note box. Here, you can type anything you want, including checklists, links, and files! When you're finished, click "Save". You can always come back and edit any of your info boxes later!

 

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The Files

Click "Add files" to create an info box holding all of the files related to your item! You can add files from your computer, Google Drive, Dropbox, or Box.com. To add additional files to the same box, click the blue "Add File" button. If you want to add a separate file box, simply click the "Add files" button at the top of your screen once more. 

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The Q&A

Click "Add Q&A" to create a box holding list of questions and answers about your item! To add additional Q&As to your box, click the blue "Add Q&A" button. If you want to add a separate Q&A box, simply click the "Add Q&As" button at the top of your screen once more. 

 

4.pngEdit your boxes

To rename your boxes, simply hover over the name of the box until you see a pencil icon. Click the pencil and type a new name into the field!

 

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You can collapse and expand your boxes by clicking the box's title! Rearrange them by clicking and dragging the box to its new location, as shown below:

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If you ever want to delete an info box, simply click the gear icon at the bottom right corner of the box, and select "Delete".

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If you have any questions, please feel free to reach out to our Customer Success Team right here. We are available 24/7 and happy to assist :)