Details Tab in Ontraccr Boards: Central Board Configuration Settings
⚙️ Details Tab in Ontraccr Boards: Central Board Configuration Settings
Overview
The Details Tab is the primary configuration panel inside each board’s settings. It includes the core settings that define how the board functions — from card design and statuses to numbering, notifications, view options, and offline access.
While each setting has its own depth, this article gives you a quick reference summary of everything you’ll find in the Details Tab.
📍 Where to Find It
- Open any board
- Click the ⚙️ Settings icon in the top-right
- The Details Tab opens by default
🔧 What You Can Configure in the Details Tab
| Setting | Description | Linked Article |
|---|---|---|
| Board Title | Rename the board | [Board Settings Overview] |
| Statuses | Add, remove, rename, or reorder columns (statuses) | [Customizing Statuses] |
| Card Numbering | Enable card numbers and define a prefix anchor (e.g., PO-001) | [Card Numbers & Anchors] |
| PIN Lock | Enable locking (with or without PIN) to prevent card movement | [Locking Boards with a PIN] |
| Cross-Column Sorting | Disable manual drag-and-drop sorting between statuses | [Cross-Column Sorting] |
| Email Notifications | Enable emails for: |
- Status change
- Card update
- Assigned user change — This allows for easy filtering within boards and can be used with notifications settings.
- List Index Position — Show a numbered list of cards within each status (List View only)
- Timeline Columns — Choose what fields appear in Timeline View
- Available Offline — Enable mobile offline access to this board
✅ Each of these options applies to this board only — settings do not carry over to other boards.
🧠 Tips
- The Details Tab is your “setup hub” for core board behavior
- Combine settings here with automations and permissions to fully customize your board
- If you're unsure what something does, most toggles include a brief inline description