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Documentation Index

Fetch the complete documentation index at: https://docs.navattic.com/llms.txt

Use this file to discover all available pages before exploring further.

Boards
Boards are a powerful way to organize your product demos onto shared views.

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How to create boards

Follow these steps to learn how to create boards:
1

Create a board

Navigate to Board Settingsand create a board for your newly created team. You can name the board anything memorable for your team ex. “Sales” or “Outbound demos”. Any number of boards can be created for Launchpad.Create board
Over time you can create boards per use case, product, team, etc. We recommend you start simple and create boards based on your organization’s initial needs.
2

Add demos to the new board(s)

Under Product demos, find the top-performing demos relevant to your sales team. You can use the filters to narrow down the demos by activity or labels.Consult your top sales reps (AEs, SEs, BDRs, and SDRs) on what areas of the product are particularly important for them to show off in demos.Add demo to board
Congratulations — you’ve learned how to build Boards to organize your demo. Next, learn how to add labels to demos and categorize them and make them easier to find.

Labels

Add labels to your demos to categorize them and make them easier to find.
If your workspace has teams enabled and contains more than five boards, the board selector organizes boards into groups to make navigation easier. Boards are grouped as follows:
  • Workspace — Boards accessible to all workspace members
  • Personal — Your private boards
  • [Team name] — One group per team you belong to, showing boards scoped to that team
Click a group name to expand it, then select the board you want to view. Workspace admins and internal users can see all boards across every group, including teams they’re not a member of.
Team boards can contain both Interactive Demos and Launchpad boards — you no longer need a Launchpad-only workspace to use team-scoped boards.