Welcome to TestBoard
You should now have your login details, and will be able to login at https://account.testboard.com.
Once you’ve been using TestBoard for a while, or if you’ve joined an existing project, your homepage will look something like this.
These are your Project’s Cards – they are questions that have been posed by other users. But if you’ve just signed up a new project, your homepage might look a little like this.
You’ll recognise the question you chose when you first signed up – this has been used to create your first Card. The charts show that you have 1 Card in the Brief stage and your users overview shows you as the single user.
If you click on the question, you will be taken through into your Card.
Your Question became your first Card
This is ready for you to start filling out:
You can add your desired outcome – what you’re hoping to achieve from answering this question, and the KPI you are aiming for it to affect. There are only sample KPI’s, categories and data sources in your new account for now. You can update these lists later in settings – please see the relevant instruction video.
Changing the priority of your card will affect the order it displays in on the homepage. To get back to your homescreen at any time, click on the TestBoard logo in the top left hand corner. You can now see that you still have 1 card, but it is now of the highest priority and in the engagement category.
The prioritisation board on the homepage will build up as you log the various questions from around the business. Whenever you want to log a question, you should click on the New Card link at the top of the page
Creating New Cards
In order to build your homepage up, you will need to create new Cards, by clicking on the “New Card” link at the top of the page. Add in your question; choose a priority and category (as these are visible on your homescreen) and fill out your details.
Click on Add Card. Your homepage is now starting to look more like the example you saw earlier
In order to get the most out of TestBoard, you will need to build your team and get colleagues on board to collaborate with.
And that’s it! Welcome to TestBoard.