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Strategy Relationship Sub-Section

Strategy Relationship Sub-Section

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The Strategy Relationship sub-section allows you to map connections between people, companies, and ideas across your workspace.

Create New Relationship Board

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  • Open Modal: Click the blue + New Board button at the top right of the directory view.

  • Enter Board Name: Type your title into the required Board Name * field (Enter relationship board name).

  • Confirm Creation: Click Create Board to generate your board canvas, or select Cancel to close without saving.

Overview Metrics & Search

  • Total Boards: Displays the total count of relationship boards created in your workspace.

  • Recently Updated: Displays the number of relationship boards recently updated.

  • Search Bar: Input field (Search relationship boards...) to filter boards by name.

Board Directory Table

  • Table Columns: Displays existing boards organized under Board Name and Updated At headers (with sorting arrows).

  • Row Quick Menu (...): Context menu on board rows providing options to:

    • View: Open the selected relationship board.

    • Rename: Change the title of the relationship board.

    • Delete: Permanently remove the relationship board.

  • Pagination Controls: Adjust items displayed per page via the Rows per page dropdown or step through pages using the pagination arrows.

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