📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
Overview
This guide explains how to add an ideas board to your project within the DealTrail task management platform. You can create boards for internal use or share them externally with or without PIN-based access. This feature is designed to streamline idea management and collaboration within your organization or with your clients.
Types of Request Boards
1. Internal Requests: For tasks and ideas managed entirely within the DealTrail system.
2. External Requests: Shareable as standalone links, with optional PIN protection for access.
Creating a Generic Access Link With a PIN
If you prefer to use PIN-based access for external users, follow these steps:
1. Create a Generic Client:
• Set up a generic client account with a single PIN code for access.
2. Generate the External Link:
• Copy the link for the external request platform.
• Append the PIN to the URL manually to bypass the PIN entry step.
Example URL:
https://commsmessenger.com/task/request/32278e0d523940fd98630a1198f8ab73?pin=759141
3. Share the Link:
• Distribute this link to users who need access. They won’t be required to enter a PIN manually, as it’s embedded in the link.
Embedding the Ideas Board
For users who want the ideas board embedded directly into another platform or webpage without requiring a PIN:
• Use the external request link (as described above) and integrate it as an iframe or hyperlink within your desired platform.
• Ensure the board is customized to reflect the purpose (e.g., “DealTrail Plugin Ideas”).
How the Ideas Board Works
• Adding Ideas: Users can submit their ideas directly through the board interface.
• Functionality: The board operates just like any standard DealTrail task board, allowing easy tracking and management of ideas.
• Use Case Example: A dedicated ideas board for “DealTrail Plugin Community” can be used for gathering and organizing plugin suggestions from your user base.
Benefits of Using an Ideas Board
• Simplifies the collection and management of ideas from internal teams or external clients.
• Provides flexibility with optional PIN-based access or fully open links.
• Allows seamless embedding into websites or other platforms.