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Understanding Boards in Ontraccr: Purpose, Functionality, and Core ConceptsUnderstanding Ontraccr Boards: How They Power Operational ControlAccessing the Boards Feature in OntraccrCreating a Board from Scratch in OntraccrCreating a Board from a Default Template in OntraccrCreating a Board from a Custom Template in OntraccrCustomizing Statuses (Columns) in Ontraccr BoardsSelecting a Card Design (Card Type) for Your Ontraccr BoardAssigning Boards to Divisions in OntraccrPurchase Order Tracker Board (PO Tracker) in Ontraccr (Use Case)Estimating + Project Tracker Integration in Ontraccr Boards (Use Case)Using Boards as a CRM in Ontraccr (Use Case)Managing Hiring with Recruiting Boards in Ontraccr (Use Case)Managing Work Orders with Service Tracker Boards in Ontraccr (Use Case)Equipment Tracker Boards in Ontraccr (Use Case)HR & Onboarding Tracker Boards in Ontraccr (Use Case)Creating Cards in Ontraccr BoardsLinking Cards to Projects, Clients, Users, Equipment, or MaterialsAssigning Users to Cards in Ontraccr BoardsDefault Fields When Creating Cards in Ontraccr BoardsBoard Settings Overview in OntraccrBoard Permissions in Ontraccr: Controlling Access and CollaborationLocking Boards with a PIN in OntraccrCross-Column Sorting: Controlling Card Movement in Ontraccr BoardsShowing Card Numbers in Ontraccr BoardsShowing List Index Position in Ontraccr BoardsSending Email on Status Change in Ontraccr BoardsSending Email on Card Update in Ontraccr BoardsSending Email When Assigned User is Changed in Ontraccr BoardsAvailable Offline: Accessing Boards Without Internet in OntraccrConfiguring Timeline Columns in Ontraccr BoardsFiltering Cards in Ontraccr: Assigned User, Project, Client, and MoreSearching Cards in Ontraccr: Within and Across BoardsSorting Cards in Ontraccr: By Title, Status Time, and MoreUsing List View in Ontraccr BoardsUsing Timeline View in Ontraccr BoardsUsing Full-Screen View in Ontraccr BoardsCreating and Using Custom Board Templates in OntraccrWorkflow: Create a Card When a Customer Is Created in OntraccrWorkflow: Create a Card When a Project Is Created in OntraccrWorkflow: Create a Card When Project Type Is Changed in OntraccrWorkflow: Create a Card When a User Is Created in OntraccrWorkflow: Create a Card When Equipment Is Created in OntraccrWorkflow: Create a Card When Material Is Created in OntraccrWorkflow: Create a Task When Card Enters a Specific Status in OntraccrTask Reminders & Recurring Tasks in Ontraccr BoardsAssigning Forms to Tasks in Ontraccr BoardsMy Tasks View in Ontraccr: Managing Your Assigned WorkWorkflow: Copy Card When Card Enters a Specific Status in OntraccrWorkflow: Move Card to Another Board When It Enters a Specific StatusWorkflow: Trigger Actions When a Card Stays in a Status for Too LongWorkflow: Create Customer and/or Project When a Card Is CreatedWorkflow: Create Customer and/or Project When Card Enters a Specific StatusSubmitting Forms from Board Cards in OntraccrCreating & Using Saved Form Mappings in Ontraccr BoardsDetails Tab in Ontraccr Boards: Central Board Configuration SettingsNotes Tab in Board Cards: Comments, Mentions & File UploadsTasks Tab in Board Cards: Manual & Automated Task ManagementForms Tab in Board Cards: Track Form Submission HistoryAttachments Tab in Board Cards: Central Access to All FilesTimeline Tab in Board Cards: Full Card Activity LogAnalytics Tab in Board Cards: Embedded Dashboards for Linked EntitiesCreating and Managing Card Designs in OntraccrCard Number Anchors & Using Card Numbers as Titles in OntraccrConditional Logic & Section Permissions in Ontraccr Card DesignsBoard Permissions in Ontraccr (Roles & Access Control)
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Board Settings Overview in Ontraccr

⚙️ Board Settings Overview in Ontraccr
 

Overview

Every board in Ontraccr comes with a powerful Settings panel that lets you control how your board behaves — from naming and locking the board to enabling email notifications, timeline columns, offline access, and more.

🧭 How to Access Board Settings

  1. Open the board you want to configure.
  2. Click the Settings button with the gear icon (⚙️) located in the top-right corner of the board view.

This opens the Board Settings panel with multiple tabs, starting with Details.

📋 What You Can Configure in Board Settings

🔹 1. Board Title

Rename the board at any time to reflect new workflows or purposes.

🔹 2. PIN Locking

Enable a PIN to lock/unlock the board — preventing drag-and-drop or movement of cards:

  • Can be locked with or without a PIN
  • Useful for preventing accidental changes

🔹 3. Cross-Column Sorting Control

Disable Cross Column Sorting checkbox:

  • Unchecked (default): You can drag and sort cards freely across statuses
  • Checked: New cards appear at the bottom of each column and can’t be moved manually

🔹 4. Card Numbers

Enable Show Card Number to assign a unique number to each card — useful for:

  • Tracking tickets
  • Referencing specific jobs or requests

🔹 5. List Index Position

Enable Show List Index Position to display a number for each card in List View — helpful for:

  • Sorting or ranking cards in order
  • Easy visual indexing of progress

🔹 6. Email Notifications

Enable automatic email alerts for the following events:

  • Status Change (notifies assigned users)
  • Card Update (notifies assigned users of edits)
  • Assigned User Change (notifies both old and new users)

🔔 Email alerts only work if a card has users assigned to it.

🔹 7. Offline Mode (Mobile Only)

Enable Available Offline to let mobile users:

View board data in low/no signal areas

Make changes that sync when connection resumes

Note: This feature is currently in beta.

🔹 8. Statuses

Choose which statuses will be available in the board

  • Add as many statuses as you need and would be relevant to your use case

🔹 9. Timeline Columns

Choose which card fields should display in Timeline View:

  • Select fields like Start Date, End Date, Client, Value, etc.
  • These will appear in a table alongside the timeline chart

🧠 Tips & Edge Cases

  • Each board’s settings are independent — changes affect only that board
  • Card numbers are a great way to build a simple ticketing or help-desk system
  • Email notifications help ensure that nothing falls through the cracks
  • Use offline mode in field-heavy workflows like site inspections or service calls
  • Timeline columns can simplify reporting without needing to open every card

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