Boards


 

Configure the Drop-Down Options

 

 

Overview

Before you can select options from drop-downs in Boards or People, you must configure your own drop-down settings. You can add, edit, or delete drop-down options.

Instructions

  1. Navigate to User Profile > Boards & Committees
    delete_a_board_attachment_boards___committees.jpg
  2. Navigate to User Profile > Settings
    configure_the_drop-down_options_settings.jpg
  3. Select an item to modify its Dropdown Options
    configure_the_drop-down_options_dropdown_options.jpg
    • Boards: Modify options for Boards
    • Roster: Modify options for the People Roster
    • People: Modify options for People
    • Applications: Modify options for Applications
    • Training: Modify options for Training
    • Documentation: Modify options for Documentation (files, attachments, etc)
    • Note: The process to configure drop-down options is the same for any item, but just with different category names.
  4. Click Add next to a category name to create a new drop-down option
    configure_the_drop-down_options_add.jpg
  5. Enter the option and select Save
    configure_the_drop-down_options_save.jpg
  6. Select Edit to modify the existing option; select Delete to remove the option
    configure_the_drop-down_options_edit-delete.jpg
    • To Delete, you must also click OK to Confirm Delete?
      configure_the_drop-down_options_ok_confirm_delete.jpg



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