iObeya User Guides

Content

• iObeya User Guide
  • Introduction
    • Concepts
    • Features Overview
    • Roles in iObeya
  • Accessing iObeya
    • Navigating in iObeya
    • Navigating on a Board
    • Using the My Cards View
  • Creating a trial room
  • Configuring Your Room
    • Adding Boards and Organizing Your Room
    • Creating and Using Board Backgrounds
    • Custom board background formats
    • Configuring Board Tools
    • Managing Teams and Permissions
    • Creating and Using Board Templates
    • Sharing a Board With Another Room
    • Exporting and Importing Boards
    • Switching a Single Board to Read-Only Mode
    • Customizing your Room
  • Editing Board Content
    • Adding Elements to the Board
    • Web content
    • Contextual Menu
    • Converting notes into cards
    • Configuring Free Text and Dataviz Elements
    • Using Standard Cards
    • Activity Cards
    • Synchronized Cards
    • Card Collections
  • Interaction Modes and Utilities
    • Viewing Rooms in a Slideshow
    • Exporting and Importing Content via CSV
    • Exporting a Board as an Image
    • Switching all Boards to Read-Only Mode
    • Finding Visual Information
    • Highlighting Visual Information
    • Interaction Modes on the Board
  • Planning Boards
    • Adding a Planning Board to Your Room
    • Adding Elements to Your Planning Board
    • Modifying Your Planning Board Settings
  • Kanban Boards
    • Adding a Kanban Board to Your Room
    • Adding Elements to Your Kanban Board
    • Modifying your Kanban board
  • Meetings and Creative Sessions
    • Who’s Connected to the Room?
    • Preparing and Facilitating a Meeting
    • Participating in a Meeting
    • Preparing and Facilitating a Brainstorming Session
    • Participating in a Brainstorming Session
    • Preparing and Facilitating a Voting Session
    • Participating in a Voting Session
  • Preferences and Notifications
    • Changing Your iObeya Preferences
    • Displaying Notifications
  • Additional Information
    • Use iObeya from Microsoft Teams
    • Text Input
    • Keyboard Shortcuts
    • Tools Available in iObeya
    • iObeya Utilities
• Board Preview Add-on
  • Configure your Dock
  • Add a preview to your board
  • Edit your preview
    • Manage Board Preview
    • Display information
    • Broken link
• Agile Add-on
  • Program board
    • Adding a program board to the room
    • Adding and manipulating content on the program board
    • Modifying the configuration of a program board
  • Team board
    • Adding a team board
    • Adding and manipulating content on the team board
  • Kanban
  • iObeya dock content
    • Story cards
    • Feature cards
    • Planning poker stickers
• Jira Add-On
  • Jira Add-On for iObeya
    • Introduction to Jira Cards
    • Jira Instance Configuration
    • Connecting to Jira
    • Jira Card Configuration
  • Managing Jira Issues From iObeya
    • Adding a Jira table to the Room
    • Adding Jira cards
    • Converting Cards and Notes into Jira Cards
    • Updating Jira Cards
    • Managing Linked Issues
  • Supported Fields
    • Supported System Default Fields
    • Supported Custom Fields
• Azure DevOps Add-on
  • Introduction to Azure cards
  • Adding an Azure table
    • Adding a Kanban table
    • Adding a Sprint table
  • Azure DevOps Instance Configuration
    • Add a new instance
    • Connecting to Azure DevOps
  • Azure card Configuration
  • Using an Azure card
    • Adding a Work item to the board
    • Creating a Work item from the board
  • Importing multiple Work items
  • Keeping content up-to-date
  • Viewing Linked Work items
    • Importing linked Work item
    • Configuring links display
  • Supported fields
    • Core system fields
    • Custom fields
• QCD Add-on
  • 1. Foreword
  • 2. Overview
    • 2.1. Available in this add-on
    • 2.2. Overall structure
  • 3. Configuration of QCD elements
    • 3.1. Room set-up
    • 3.2. QCD Board
    • 3.3. Dock Settings
    • 3.4. Letter settings
  • 4. Historical Data Management
    • 4.1. Historical data
    • 4.2. Creating the first historical data
    • 4.3. View of Historical Data
    • 4.4. Creating/Changing a time window to view historical data
    • 4.5. Delete data history
  • 5. Lite mode
    • 5.1. Activate the lite mode
    • 5.2. Use the letter tool
    • 5.3. Box colour code and indicator value entry
    • 5.4. Using the action table tool
    • 5.5. Using the graph and table tools
  • 6. Use the letter tool
    • 6.1. Display
    • 6.2. Box colour code and indicator value entry
    • 6.3. Settings
  • 7. Input of indicators
  • 8. Action management
    • 8.1. Creating and editing actions
    • 8.2. Escalation Management
    • 8.3. Action plan
  • 9. How to use the action table tool
    • 9.1. Action table tool set up
  • 10. How to use the graph tool
    • 10.1. Exception of indicators included in several circles
    • 10.2. Graph tool set up
  • 11. How to use the table tool
    • 11.1. Special case of indicators included in several circles
    • 11.2. Table tool set up
    • 11.3. Visual appearence in short-term mode
    • 11.4. Visual appearece in long-term mode
  • 12. How to use an action card
  • 13. Using the Pareto chart
  • 14. Consolidation
    • 14.1. Principles
    • 14.2. Settings
    • 14.3. Consolidation trigger
    • 14.4. Result display
    • 14.5. Results modification
    • 14.6. Limitations
  • 15. Data export
    • 15.1. Structure of actions export
    • 15.2. Letter export structure
  • 16. Appendices
    • 16.1. Glossary
    • 16.2. Rights and Permissions Summary
    • 16.3. Frequency Compatibility Matrix
    • 16.4. Examples of how to combine long-term with and threshold aggregation
    • 16.5. Data importing
• DCM Add-on
  • 1. Introduction
  • 2. DCM board
    • 2.1. Adding DCM Board in the room
    • 2.2. Planning settings
    • 2.3. DCM planning with shifts
  • 3. Tasks
    • 3.1. Configure the Tasks catalog
    • 3.2. Add/edit a category and a task
    • 3.3. Define context for your DCM tasks
    • 3.4. Use DCM Task Cards
    • 3.5. Rendering
    • 3.6. View task details
    • 3.7. Edit a task on the DCM board
  • 4. Sequences
    • 4.1. Configure the sequences catalog
    • 4.2. Add/edit a sequence
    • 4.3. Interact with the board
    • 4.4. Rendering
    • 4.5. Manage a sequence
  • 5. Equipment
    • 5.1. Configure the equipment
  • 6. Filter
  • 7. DCM Board Modes
    • 7.1. Standard mode
    • 7.2. Active board mode
    • 7.3. Exceptional Task mode
  • 8. KPI’s and flat view
    • 8.1. Daily KPI’s
    • 8.2. Task items
    • 8.3. Filter and sort
  • 9. Contextual menu synthesis
  • 10. Import & export functionalities
    • 10.1. Tasks in the catalog
    • 10.2. Tasks on the board
    • 10.3. Standard elements
• Problem Solving card Add-on
  • Problem Solving card add-on
    • 1. Problem Solving card
    • 2. Edit a Problem Solving card