---
title: "Board Settings Overview in Ontraccr"
url: "https://help.ontraccr.com/en/article/board-settings-overview-in-ontraccr"
language: "en"
last_updated: "2025-05-27T17:32:57.037Z"
---

# 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.

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## 🧭 **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**.

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## 📋 **What You Can Configure in Board Settings**

### 🔹 1. **Board Title**

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

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### 🔹 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

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### 🔹 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

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### 🔹 4. **Card Numbers**

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

-   Tracking tickets
-   Referencing specific jobs or requests

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### 🔹 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

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### 🔹 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.

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### 🔹 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.*

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### 🔹 **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

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### 🔹 **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

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## **🧠 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