Boards sample app (preview)

[This article is pre-release documentation and is subject to change.]

In this tutorial, you'll learn about configuring and using the Boards sample app.

Overview

The Boards template app for Microsoft Teams provides a simple way to connect and share with people in your organization with similar interests.

Benefits of using the Boards app:

  • Pin relevant information in one place.
  • Organize pins by topic.
  • Discover items pinned by colleagues.

Note

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Prerequisites

Before using this app:

  1. Install the app by side-loading the manifest for the app into Teams. You can get the manifest from https://aka.ms/TeamsBoards. For more information and help with installing this app, read the documentation available with the app manifest.
  2. Set up the app for the first use.

Using Boards

In this section, you'll learn about the following capabilities in the Boards app:

Open the Boards app

To open the Boards app:

  1. Sign in to Teams.

  2. Select the Team in which the app was installed.

  3. Select the channel where you installed the Boards app.

  4. Select the Boards tab.

  5. Select Allow if the app asks for your permissions to use the connectors.

  6. You can learn more about extending this app's capabilities on the splash screen. Select Got it to close the screen, and go to the app. To hide this message while opening this app again, select Don't show this again before you select Got it.

    Screen displaying a message that reads "Built with Microsoft Power Platform. Ready for you to extend.".

Understanding the Boards app interface

The Boards app displays boards grouped by category. A Board is a collection of pinned items for a topic.

The main screen of the Boards app.

Add a Board

  1. In Teams, go to the team in which Boards is installed

  2. Select the Boards tab

  3. In right corner, select Add a board.

    The add a board button on the Boards main screen is selected.

  4. Enter the title, category, and a description of the board.

    The fields that should be populated when creating a board.

  5. Select Save.

  6. New board is created.

    A new board is created.

Open a board

From the Boards app, you can search for board topics that interest you and open them to view the pinned items. For example, if you're interested in hiking, you could search for hiking-related boards and see what your colleagues have pinned regarding hiking.

  1. In the Boards app in Teams, select the Find a Board search field.

  2. Type the name of the board or category you want to find.

    Search field is selected and search results displayed.

  3. Boards in your organization that match the search words will be displayed. Select the board you want.

  4. The selected board will be displayed. From this screen you can see information about the websites, Teams, channels, and conversation chats related to the board.

  5. Search results are organized by category, or you can select All to view all returned results.

    category selector allows item list to be filtered by item category.

Pin an item to a board

If you want to share an item with your colleagues, you can easily pin it to the appropriate board for the item category.

For example, you might want to share a link to a book written by an author with the Book Club.

  1. Open the board you want. In this example, we open the sample board Book Club.

    The add a board button is selected.

  2. Select Add to board.

    The fields that must be populated to add an item to a board.

  3. Select the appropriate item type.

  4. Add a link to the website.

  5. Enter title and description

  6. You'll see a preview of what the card will look like.

  7. Select Save.

Sort boards

You can sort the order in which board categories are displayed on the main Boards screen.

  1. Select the Sort button.

  2. From the pop-up, select arrows up or down to make categories sorted and displayed in that order.

    Board category sort and display options.

  3. To hide a category from the boards screen, select the visibility button.

  4. Select Apply.

  5. Boards matching the selected sort order will be displayed.

Edit a board

You can Edit the boards under your organization under the Boards app.

To edit the boards:

  1. In Teams, go to the team in which Boards is installed.

  2. Select the Boards tab.

  3. Select a Board.

  4. Select Edit.

    Edit button is selected.

  5. Change the Title, Category, and Description.

  6. Add relevant Image.

  7. Select Save.

    A custom image is selected for the board image.

Add categories

You can add the categories under your organization under the Boards app.

To add categories:

  1. In Teams, go to the team in which Boards is installed.

  2. Select the Boards tab.

  3. Select Settings gear in upper right corner.

  4. Select Add Category.

    Add category button is selected.

  5. Change the title, category, and description.

    New category is added to category list.

  6. Add an image.

  7. Select Save.

Edit the Boards app in Power Apps

  1. In Teams, add the Power Apps app from the Teams store by selecting the ellipses in the app menu, searching for Power Apps, and then selecting install.

  2. Right-click on Power Apps icon and select Pop out app to open the app in a new window. This pop-out action will ensure that you don't lose your changes if you browse somewhere else in Teams.

    The main screen for Power Apps app in Teams.

  3. Select Build tab.

  4. Select the team in which the Boards app is installed, then select Installed apps.

  5. In the Boards tile, select the Boards app to open it in Power Apps in Team.

    Installed apps tab is selected and boards tile is selected.

  6. You may get prompted to authorize the app's connectors to connect. Select Allow.

  7. You can now customize the app.

Boards Power App in Power Apps studio in Teams.

See also