All help topics Files

Files guide

Keeping an eye on what you use every day

The board is your worktable: you open it from «My board», in the left-hand menu.

To pin something to it:

  1. Right-click on the file or folder.
  2. Hover over «Labels and fields» — it has an arrow on the right.
  3. Choose «Pin to the board».

Board or favourites?

They look like the same thing and they are not:

  • «Favorites» (a tab inside «Collections», in the left-hand menu) is a list: the folders you always go into. You add to it with the star on the row.
  • The board is a table: you can put links and notes on it too, and group them. It is made for something you are doing — a case in progress, this week’s delivery — not for the permanent order of the archive.

Put another way: favourites say where I go often, the board says what I am working on right now.

It is yours

What you put on it is seen by you. If you have the privilege, you can share a container of the board with someone — useful when two people follow the same thing.

⚠️ Pinning does not copy the file: it is a reference. If the original is moved or binned, you will not find it from the board any more — and it is not the board that lost it.

Questions this guide answers

  • what is the board
  • how do I keep the files I always use to hand
  • difference between the board and favourites
  • how do I pin a file to the board
  • pin to the board
  • my board
  • put a file where I can see it