Category boards
There’s an effortless way to view all your business data; with our pre-built category boards.
Feature details
Using category boards
With four default boards—Finance, Product, Marketing, and HR—it’s possible to analyze your data in clear, streamlined views.
Category boards are automatically populated with all tiles from the apps you connect, separated within these category groups
It’s easy to access category boards! To get started:
- Log in to your 9Spokes dashboard.
- Select the Home board drop-down menu.
- The four default boards display:
Accounting
Product
Marketing
HR - Select a board to view all of your connected data tiles associated with that category.
When you connect a new app, the tiles powered by that app will automatically be added to the respective board.
For example, if you connect QuickBooks, the accounting-related tiles are automatically added to the Accounting board, and the product-related tiles are added to the Product board.
Tile categories
Tiles are grouped under the following category boards:
Board |
Tiles |
Accounting |
|
Product |
|
Marketing |
|
HR |
|
Additional details
Here are a few more details to note:
- Category boards can’t be deleted as they are available to all users with multiple boards.
- As category boards group tiles by default, you can’t add other users to them. These are default collections of your tiles. Every user will have their own.
- If a board has no tiles, it’s simply because you haven’t connected any relevant apps.
We hope you enjoy category boards!