Adding the Flow Board macro to a Confluence page 

Choose the flow board macro while in edit mode of the page you want the flow board to display

Enter a unique Board name and Title, click Insert

The name must be unique on the containing page

The macro displays on the page

Update / publish your page to view and use the Flow Board

Flow Board Usage Basics 

Create a List 

Click 'Add a list' to create a new list / column

You must create a list before you can add a card

Create a Card 

After you have created a list, you can then add a card to your list

Drag and drop cards between lists 

Add details to a card 

Click on a card to expand it and add more details

See Formatting Options below for how to customize a link and more

Add multiple Flow Boards to a page 

Simply add another Flow Board macro to your page and give it a unique name

The name must be unique on the containing page

Flow Board 2.0+ Features 

Due Dates and Time 

• Add due date and time

• Remove due date and time

• Ability to mark the due date as Complete - click the checkbox

• Indicators for when the date/time is:

  • Due Soon: < 24 hours from [now]

  • Overdue: due date/time is in the past

  • Complete: checkbox has been checked

    • Indicators display in the card and on the board

  • Does not include date/time based notifications for this release but is on our roadmap

Add Due Date and Time 

Remove Due Date 

Click the X > the X turns red > click the now red X again to remove the due date or navigate away to cancel

Due Date/Time Indicators 

Grey > 24 hours from <now> and not overdue or complete

Orange < 24 hours from <now> and not overdue or complete

RED Overdue

green Check box checked

Board view

Open

Card view

Open

Formatting Options

Format the Description and Comments

Flow Board uses the Quill Rich Text Editor which allows you to heavily customize your content with rich text including adding checklists, links, images, and videos. Visually inclined people rejoice!

Customize a link 

Create checklists 

Add a checklist to the card's Description. Since this uses the Rich Text Editor you must be in Edit mode to check off an item.

Archive a Card or List 

Click the X > the X turns red > click the now red X again to archive or navigate away to cancel

How to unarchive cards

Archive a List

1. Hover over the top right of list and click on the ellipses

2. Click on 'Archive List'

How to unarchive lists

Delete card comments

You must double click to delete. Click the trash can, then click the red X to delete. 

This cannot be undone.  Comments are deleted not archived.

Admin Console

Security over who can edit a board, notifications settings for when a user is assigned to / unassigned from a card, and exporting a board to JSON format. As such there's a new admin console in the Confluence administration.

Access Configuration Tab

1. http://<your server base url>/plugins/servlet/flowboard/admin/config
   OR

2. Follow this path:

   1. Settings (gear icon in upper right corner)

   2. General Configuration

   3. Flow Board

   4. Configuration

Must have Confluence Administrator permission to access

Notification Events

• What users are notified about

Notification Channels

• How users are notified - via Confluence Workbox and/or email

Permissions

• Whether users must have read and/or write permissions for the page the board is on in order to edit the board. See Board Read/Write Permissions section below for more info

Notification Events 

Users can be notified via Confluence and/or email when they are assigned to and/or unassigned from a card. These notification events and notification channels are controlled via the Admin Console. We recommend enabling this and then allow users to manage their own notifications.

Users can be notified when a card is due soon (less than 24 hours) or when a card is overdue.  The due date checkers are scheduled jobs that run with a frequency of every 2 hours by default.  The frequency of the due date checkers can be modified in the Confluence administration "Scheduled Jobs" tool.  The jobs for the due date checkers are named "Flow Board Card Due Soon Notifier" and "Flow Board Card Overdue Notifier".

Must have Confluence Administrator permission to configure board notifications

Board Read/Write Permissions

You might be asking yourself... "What's the point of the 'read' permission since users without page read permission can't even see the page with the board on it anyway?" The Flow Board read permission is all about board data access. It uses the same data API used to render boards to a page. Users without the read permission for the page with the board on it could still access the board data via the API even though they can't see the page/board

Require page read permissions

Require page write permissions

• We recommend enabling the read permission. You'll likely find out fairly quickly if your organization needs it disabled, which should be rare. Or perhaps you'll stop prying eyes in their tracks.

• If you enable the write permission, we recommend you enable the read permission too

Must have Confluence Administrator permission to configure board permissions

Access Boards Tab

1. http://<your server base url>/plugins/servlet/flowboard/admin/boards
   OR
   
   

2. Follow this path:

   1. Settings (gear icon in upper right corner)

   2. General Configuration

   3. Flow Board

   4. Boards

Must have Confluence Administrator permission to access

Export Boards to JSON Format

1. http://<your server base url>/plugins/servlet/flowboard/admin/boards
   OR

2. Follow this path:

   1. Settings (gear icon in upper right corner)

   2. General Configuration

   3. Flow Board

   4. Boards

Must have Confluence Administrator permission export boards

Share Card Links

Users must have page read permissions for the page the board lives on.

If a user is still unable to view the card, verify your Flow Board admin settings. See Admin Console and Board Read/Write Permissions sections, listed on this page, for instructions and tips.

Choose Board Color

In page edit mode, click on the Flow Board macro and select your preferred color from the Theme dropdown.

Refresh / Sync Board

Say you have your Flow Board page open and a colleague says they updated a card but you don't see it. Click the refresh button and voila! This is also handy for when you personally have the Flow Board open on two different browser tabs and update it on one then later find yourself saying "I swear I updated it" without realizing you're on another tab. Not that this has ever happened to us or anything.   Being in sync is good. Now if we could just figure out how to sync all other "tabs" in life this easily...

Flow Board Version 2.0

Flow Board Version 2.1

Open

Unarchive cards and lists

1. Click on the ellipsis to access the dropdown menu

2. Choose Cards or Lists, whichever you want to unarchive

3. On the specific card (or list) you want to unarchive, click on the circular undo arrow and choose which list you want the card to go back to

Compact mode

We find this feature handy for minimizing the page footprint of boards, for boards containing only one list, and doing SWOT analyses. We’d love to hear how you use it.

In page edit mode, click on the Flow Board macro and check the ‘Compact’ checkbox

Add list while in compact mode 

As you’ve probably noticed, compact mode removes the ‘Add list’ input field. To add a list to a compact mode board:

1. Click the ellipses

2. Click ‘Add List’ from the dropdown menu

Move cards to a different board

Drag and drop cards to a different board. This works regardless if compact mode is enabled.

Move lists to a different board

Drag and drop lists, and all cards within it, to a different board on the same page. This works whether or not compact mode is enabled.

In the mean time, you can use this workaround:

1. Create a temporary list on the empty board (board B)

2. Move the desired list from board A to board B

3. Remove the temporary list from board B

Automation upon moving or adding card to a list

Why waste time doing the same type of card updates every time you move one to another list. We’ve thought of several automation opportunities and decided to start with this core set. We hope you like it as much as we do. Inhale the bandwidth, exhale the minutia.

Set unique rules per list 

1. Hover over the top right corner of the list you want to set rules for -> click on the ellipses

2. Click on ‘Card Transitions’

Set what happens when a card is moved or added to a specific list 

1. Clear due date

   1. Never

   2. Always

2. Add due date

   1. Never

   2. Number of days or hours from date/time card is moved to the list

3. Update completion

   1. Never

   2. To complete if the card has a due date

   3. To incomplete if the card has a due date

4. Unassign people

   1. Never

   2. Always

   3. Choose specific user(s) to unassign

5. Assign people

   1. Never

   2. Choose specific user(s) to assign

Add an embed webpage link to a card 

1. Add content to the card

2. Highlight the content you wish to use a link on

3. Select the link button

4. Add link

5. Click save

Adding an image or video to a card from an outside website 

1. select picture for picture or video for a video add button

2. add the URL where the picture lives

3. click save

4. The picture will be added at the same size as it is on the original web page

5. The video will automatically make the video 300 X 150 px

   1. you can play the video within the card

6. you can't change the size

7. It can be removed by editing the Description and deleting 

Adding a link to a confluence space, page, or blog 

1. Click add link

2. Select type of internal link you'd like

3. Start typing the name of the space, page, or blog

4. From the list select the one you wish to add

5. remove double click the X on the right

Adding an attachment to the card 

1. Have a file attached to the page

   1. Click the ... options on the right of a published page

   2. Select attachments

   3. View any attachments that have been added 

   4. Add any additional needed by selecting the choose file. 

2. Click add link

3. Select link attachment

4. Start typing the name of the attachment

5. From the list select the one you wish to add

6. remove double click the X on the right

Use "Make Template" on a card and then it is available as a template for creating new cards.
Also, notice the new “Copy” button next to “Make a Template”.
The copy button can copy a card to create a new one without specifying the original card as a template:

After you click “Make Template”:

Your card is designated as a template and will show up in the “Add card from template” widget: