Categories

Categories in Cards You can categorise your Cards for easy visualisation on your homepage dashboard.  The category of each card is prominent in the table and in the charts. You can assign the category within the Card itself, on the first, Brief, page.  Your account...

Changing your Project name

Your Project name was created when your project was first set up, it could be your company name or the name of an individual client or project.  If you wish to change this, you must be an account administrator, or the option will not be available to you. You can find...

KPI’s

What is your KPI list and how to update it KPIs (Key Performance Indicators) are often used to measure the effectiveness of marketing campaigns.  But they can be hard to keep track of. TestBoard allows you to measure the KPI of each individual question or hypothesis...

Introduction to the Settings page

You can access the Settings page from the main menu.  This page holds all the account-wide information for your project, including the Project name. Changing the Project Name If you are an administrator, you can change the Project name by amending what is in this...

Data Sources

Data Sources in a Card In the Brief section of a card, you will see a section called “Data Sources”.  Data Sources are external technologies and software that you use on your Project.  Your Project will be pre-filled with some sample Data Sources, but you...