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  • iObeya User Guide
    • Introduction
      • Concepts
        • Digital Visual Management
        • Room
        • Board
        • Configuring the Room
        • Clicking and Tapping
      • Features Overview
        • Home Page
        • Room View
        • Board View
      • 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
        • Adding Boards
        • Naming and Configuring Boards
        • Adding Several Boards
        • Adding and Naming Categories
        • Configuring Rooms
        • Board Size Chart
      • Creating and Using Board Backgrounds
        • Downloading the guidelines
        • Creating custom board backgrounds with PowerPoint
        • Using a Board Background
      • Custom board background formats
      • Configuring Board Tools
        • Edit the Dock
        • Adding New Tools
        • Editing and Configuring Tools
        • Creating Your Own Stickers Tool
        • Removing Tools
        • Returning to Your Board
      • Managing Teams and Permissions
        • Adding Team Members
        • Inviting People to Join Your Team
      • Creating and Using Board Templates
        • Selecting the Board to Use as a Template
        • Finding Templates
        • Managing Templates
      • Sharing a Board With Another Room
        • Receiving the Shared Board
        • Retrieving a Shared Board
        • Configuring a Shared Board
        • Refusing the Sharing Proposal
        • Editing the Shared Board
      • Exporting and Importing Boards
        • Downloading Boards
        • Importing Boards
      • Switching a Single Board to Read-Only Mode
      • Customizing your Room
        • Renaming your room
        • Changing your room icon
    • Editing Board Content
      • Adding Elements to the Board
        • Displaying Available Tools
        • Inserting Visual Content on Your Board
        • Inserting and Moving Multiple Elements
        • Modifying Elements
        • Rotating an Element
        • Moving Elements to a Different Board
        • Removing Elements from a Board
        • Using the External Images Tool
        • Identifying Users with Access to the Room
      • Web content
        • Adding Web content
      • Contextual Menu
        • Changing the Type of a Board Element
        • Resizing a Board Element
        • Reordering Board Elements
        • Locking and Unlocking Board Elements
        • Highlight a card or note and its directly linked elements
        • Aligning and Distributing Board Elements
        • Displaying Information About Board Elements
        • Adding Hyperlinks to Board Elements
        • Previewing Board Elements
        • Voting on Board Elements
      • Converting notes into cards
      • Configuring Free Text and Dataviz Elements
        • Creating Content with the Free Text Tool
        • Using and Configuring the Gauge Tool
        • Using and Configuring the Charts Tool
      • Using Standard Cards
      • Activity Cards
        • Editing Activity Cards
        • Modifying the Duration of an Activity
        • Managing Activity Card Dates
        • Synchronizing Activity Cards Across Multiple Boards
        • View Activity Details in Collections
      • Synchronized Cards
        • Synchronizing Cards
        • Sending a Synchronized Card
        • Using the Inbox
        • Desynchronizing a Card
      • Card Collections
        • Adding Collections to Cards
        • Adding Cards to Collections
        • Checking, Editing and Using Cards From Collections
        • Editing Collections
        • Displaying Cards Statuses in 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
        • Highlight a card or note and its directly linked elements
      • Interaction Modes on the Board
        • Display the Different Interaction Modes
        • Using Pan and Move
        • Using Multiple Selection
        • Using Ink
        • Using Stylus Mode
        • Using Links
    • 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
        • Adding a new column
        • Reorganizing columns
        • Deleting columns
    • 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
        • Physical Keyboard
        • Virtual Keyboard
        • Handwriting
        • Voice Entry
      • Keyboard Shortcuts
      • Tools Available in iObeya
        • Standard Notes
        • VSM Notes
        • Standard Cards
        • Activity Cards
        • Button
        • Web content
        • Shapes
        • Rolls
        • Stickers
        • Labels
        • Free Text
        • Image
        • Image Gallery
        • Team
        • External Images
        • Gauge
        • Charts
        • Shapes
      • iObeya Utilities
        • Undo / Redo
        • Meeting Mode
        • Legend
        • Filter
        • Slideshow
        • Importing and Exporting Data
        • Exporting as Images
  • 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
        • Start the configuration of your room
        • Add a program board
        • Name and configure your program board
      • Adding and manipulating content on the program board
        • Access the program board
        • Add your features and milestones
        • Use and configure feature cards
      • Modifying the configuration of a program board
        • Access board parameters
        • Modify the start date and team’s name
    • Team board
      • Adding a team board
      • Adding and manipulating content on the team board
        • Configure capacity
        • Use and configure your cards
        • Manage your loads
        • Export your stories into Jira
    • 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 a Kanban table
        • Adding a Sprint table
        • Adding a Free table
        • Viewing your Jira table settings
      • Adding Jira cards
        • Adding an issue to the board
        • Creating a new issue from the board
        • Adding multiple Jira cards
      • Converting Cards and Notes into Jira Cards
      • Updating Jira Cards
        • Keeping content up-to-date
        • Pushing updates in Jira
      • Managing Linked Issues
        • Importing linked issues
        • Configuring links display
    • 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
        • Displaying WIP
        • Displaying Swimlanes
      • Adding a Sprint table
        • Using Capacity and Load
    • 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
        • Displaying links
        • Select the link types to display on your board
    • Supported fields
      • Core system fields
        • Editable fields
        • Editable Field Types
      • Custom fields
        • Editable fields
  • QCD Add-on
    • 1. Foreword
    • 2. Overview
      • 2.1. Available in this add-on
        • 2.1.1. Room level
        • 2.1.2. Board level
      • 2.2. Overall structure
    • 3. Configuration of QCD elements
      • 3.1. Room set-up
        • 3.1.1. Escalation Notification Management
        • 3.1.2. Escalation
        • 3.1.3. Escalation level
        • 3.1.4. Category
      • 3.2. QCD Board
        • 3.2.1. Default board backgrounds
        • 3.2.2. Default tools
      • 3.3. Dock Settings
        • 3.3.1. Setup of a QCD “letter” in the dock
        • 3.3.2. Letter incompatibility
        • 3.3.3. Other QCD tools
      • 3.4. Letter settings
        • 3.4.1. Ring settings
        • 3.4.2. Indicator management
        • 3.4.3. Parameter letter
    • 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
        • 5.2.1. Display
      • 5.3. Box colour code and indicator value entry
        • 5.3.1. Box color code
        • 5.3.2. Indicator value entry
        • 5.3.3. Comment entry
        • 5.3.4. Action creation in a box
      • 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
        • 6.2.1. Box color code
        • 6.2.2. Indicator value entry
        • 6.2.3. Comment entry
        • 6.2.4. Action creation in a box
      • 6.3. Settings
        • 6.3.1. Box name entry for custom cut-out rings
    • 7. Input of indicators
    • 8. Action management
      • 8.1. Creating and editing actions
      • 8.2. Escalation Management
        • 8.2.1. Escalation notification
      • 8.3. Action plan
        • 8.3.1. Entry points & views
        • 8.3.2. Action plan management
    • 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
        • 10.2.1. Data display set up
        • 10.2.2. Graph layout
    • 11. How to use the table tool
      • 11.1. Special case of indicators included in several circles
      • 11.2. Table tool set up
        • 11.2.1. Data display set up
        • 11.2.2. Table layout
      • 11.3. Visual appearence in short-term mode
        • 11.3.1. Show values and statuses
        • 11.3.2. Show statuses only
        • 11.3.3. Show values only
        • 11.3.4. Total line display
        • 11.3.5. Threshold Aggregation Management
      • 11.4. Visual appearece in long-term mode
        • 11.4.1. Threshold aggregation
    • 12. How to use an action card
    • 13. Using the Pareto chart
    • 14. Consolidation
      • 14.1. Principles
      • 14.2. Settings
        • 14.2.1. Available formulas
        • 14.2.2. Formula elements by type of formula
      • 14.3. Consolidation trigger
      • 14.4. Result display
        • 14.4.1. On the letter
        • 14.4.2. On indicators
      • 14.5. Results modification
      • 14.6. Limitations
        • 14.6.1. Consolidation settings lifecycle
        • 14.6.2. Data import-export
    • 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
        • 16.3.1. Annual historization
        • 16.3.2. Half-yearly historization
        • 16.3.3. Quarterly historization
        • 16.3.4. Monthly historization
        • 16.3.5. Weekly historization
        • 16.3.6. Daily historization
      • 16.4. Examples of how to combine long-term with and threshold aggregation
        • 16.4.1. With the graph tool
        • 16.4.2. With the table tool
      • 16.5. Data importing
        • 16.5.1. Actions
        • 16.5.2. Letter - move from 1 to 2 or 3 rings
        • 16.5.3. Of elements
        • 16.5.4. Of a board
        • 16.5.5. Of a room
  • DCM Add-on
    • 1. Introduction
    • 2. DCM board
      • 2.1. Adding DCM Board in the room
      • 2.2. Planning settings
        • 2.2.1. Configure the settings options
        • 2.2.2. Add two ressources per row
        • 2.2.3. Display configuration
        • 2.2.4. Add Shifts
      • 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
        • 3.6.1. View task hyperlink
      • 3.7. Edit a task on the DCM board
    • 4. Sequences
      • 4.1. Configure the sequences catalog
      • 4.2. Add/edit a sequence
        • 4.2.1. Add tasks
        • 4.2.2. Add blanks
      • 4.3. Interact with the board
      • 4.4. Rendering
      • 4.5. Manage a sequence
        • 4.5.1. Detach the task
        • 4.5.2. Detach all tasks
        • 4.5.3. Sequence details
    • 5. Equipment
      • 5.1. Configure the equipment
        • 5.1.1. Add/edit a characteristic and a equipment
    • 6. Filter
    • 7. DCM Board Modes
      • 7.1. Standard mode
        • 7.1.1. Out of office resources
        • 7.1.2. Edit resources
        • 7.1.3. Add and delete a row
      • 7.2. Active board mode
        • 7.2.1. Tasks behaviours
        • 7.2.2. Shifts rendering
      • 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
User Guide