Accessing iObeya
Content
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 New 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
Preparing and Facilitating a Whiteboarding Session
Participating in a Whiteboarding session
You are on the Whiteboard
Find the Whiteboard via the Room List
The Facilitator Ended the Session
Return in a Whiteboard
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
iObeya User Guide
Accessing iObeya
¶
Navigating in iObeya
Navigating on a Board
Using the
My Cards
View