Step-by-Step New Setup Guide

This guide will take you on the how the work flow works in VIA® The first step in the process is creating a Board. A board is a place where a user can organize loads, drivers, and other items on lists and collaborate with colleagues.

Creating a Board

1. From the homepage you may click the "New Board" button next to "Collapse All" or you may click the "+" at the top of the page on non-mobile devices

   

2. You will now be prompted to fill in some information on what type of board you are trying to create. The 'Item Type' will determine the type of information that is in the Board. You can use the category to keep similar boards organized if you wish. Boards with identical categories (case sensitive) will be grouped together. NOTE: You can move boards around by dragging and dropping them if you have rights to do so. 

    

3. Click Create!

   
   

   When you create a new board, you will be the only user who will be able to see the board that you created. If you want to make the board visible to other users you can  add those users by adding then users from within the Board's slide out menu → members section. If you have administrative access to VIA you can also add the board and specific users to a group within the group setting within the admin screen.

   
   

   
   

Next you will have to create a list. Lists are used to keep data organized within the boards in various stages of a process. They can be used to create workflows in which information can be moved across lists from start to finish. A good example of this would be keeping track of the statuses of your Drivers. 

You do not have to put your lists into a workflow if the business case does not justify it. For example, you  might have a singular list for a report type board. The decision to use lists to create a logical workflow is a business discission; however, all boards have to have lists within them. Lists are where you cards (data) will be stored.

Creating a List

1. Go to the Board page you created.
   
   

2. Click on the "+" and the choose List

   
   

3. Fill out the List name.

4. Click save!

Now that you have your lists it is time to create a Card. The fundamental unit of data within the system is called a Card. Cards are used to represent anything from trucks, trailers, drivers, loads, etc. and appear in lists.  If you are using a workflow in your board then cards can be dragged from list to list to show status, updates, or what ever else you need them to represent.

Creating a Card

1. Go to a Board that has an already created list. NOTE: You have to have an existing list before you can create a card.
   
   
2. At the bottom of any list is a "Add a Card" button or at the top of any list is a "+" icon. Click it.
   
   
   
   
3. A white box will appear, type the name that you would like to give your card.
   
   
4. Click Add.
   
   

Now that your Card is created you can click on your new Card and start adding information to it.