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docs(user): grouping by relation in board
This commit is contained in:
Elian Doran
parent
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commit
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apps/server/src/assets/doc_notes/en/User Guide/User Guide/Collections/Kanban Board.html
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<figure class="image">
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<figure class="image">
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<img style="aspect-ratio:918/248;" src="Kanban Board_image.png"
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<img style="aspect-ratio:918/248;" src="1_Kanban Board_image.png"
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width="918" height="248">
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width="918" height="248">
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</figure>
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</figure>
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<p>The Board view presents sub-notes in columns for a Kanban-like experience.
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<p>The Board view presents sub-notes in columns for a Kanban-like experience.
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@ -15,83 +15,115 @@
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<h2>Interaction</h2>
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<h2>Interaction</h2>
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<h3>Working with columns</h3>
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<h3>Working with columns</h3>
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<ul>
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<ul>
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<li>Create a new column by pressing <em>Add Column</em> near the last column.
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<li data-list-item-id="ed78b9e2ac3200e097ae29e2d528c5e89">Create a new column by pressing <em>Add Column</em> near the last column.
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<ul>
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<ul>
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<li>Once pressed, a text box will be displayed to set the name of the column.
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<li data-list-item-id="ed5ddfffe11d0b328a8072e52be9c7492">Once pressed, a text box will be displayed to set the name of the column.
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Press <kbd>Enter</kbd> to confirm, or <kbd>Escape</kbd> to dismiss.</li>
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Press <kbd>Enter</kbd> to confirm, or <kbd>Escape</kbd> to dismiss.</li>
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</ul>
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</ul>
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</li>
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</li>
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<li>To reorder a column, simply hold the mouse over the title and drag it
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<li data-list-item-id="eeecd7ac7b32b1c29e7088ad172411862">To reorder a column, simply hold the mouse over the title and drag it
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to the desired position.</li>
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to the desired position.</li>
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<li>To delete a column, right click on its title and select <em>Delete column</em>.</li>
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<li data-list-item-id="e6bc6a4b20236a9d2c382a9564eef528f">To delete a column, right click on its title and select <em>Delete column</em>.</li>
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<li>To rename a column, click on the note title.
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<li
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data-list-item-id="ea3bd7adf8521c4c2fb2f3ef0cf4def28">To rename a column, click on the note title.
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<ul>
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<ul>
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<li>Press Enter to confirm.</li>
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<li data-list-item-id="eb1b0ee1c933e5ca2f4cb57a05b5c07eb">Press Enter to confirm.</li>
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<li>Upon renaming a column, the corresponding status attribute of all its
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<li data-list-item-id="eabddc4dae9e10189e9c7dc087496e846">Upon renaming a column, the corresponding status attribute of all its
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notes will be changed in bulk.</li>
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notes will be changed in bulk.</li>
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</ul>
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</ul>
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</li>
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</li>
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<li>If there are many columns, use the mouse wheel to scroll.</li>
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<li data-list-item-id="efc70bbc5f0d1dc25e919a5b9e41a54e2">If there are many columns, use the mouse wheel to scroll.</li>
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</ul>
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</ul>
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<h3>Working with notes</h3>
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<h3>Working with notes</h3>
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<ul>
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<ul>
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<li>Create a new note in any column by pressing <em>New item</em>
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<li data-list-item-id="ee1000666f3c92f251a0262d5e2e30cbf">Create a new note in any column by pressing <em>New item</em>
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<ul>
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<ul>
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<li>Enter the name of the note and press <kbd>Enter</kbd> or click away. To
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<li data-list-item-id="ea3d86963b86f6820335c3994e3c7a00c">Enter the name of the note and press <kbd>Enter</kbd> or click away. To
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dismiss the creation of a new note, simply press <kbd>Escape</kbd> or leave
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dismiss the creation of a new note, simply press <kbd>Escape</kbd> or leave
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the name empty.</li>
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the name empty.</li>
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<li>Once created, the new note will have an attribute (<code>status</code> label
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<li data-list-item-id="ee8280e96edd38a1bc247ee34ea514c88">Once created, the new note will have an attribute (<code>status</code> label
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by default) set to the name of the column.</li>
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by default) set to the name of the column.</li>
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</ul>
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</ul>
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</li>
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</li>
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<li>To open the note, simply click on it.</li>
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<li data-list-item-id="eb03f96167236a14a55a7538b588bed05">To open the note, simply click on it.</li>
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<li>To change the title of the note directly from the board, hover the mouse
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<li data-list-item-id="e29a6c1186c096f5ec6316edd9d44e626">To change the title of the note directly from the board, hover the mouse
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over its card and press the edit button on the right.</li>
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over its card and press the edit button on the right.</li>
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<li>To change the state of a note, simply drag a note from one column to the
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<li data-list-item-id="e201e4e28bad20f532c5e2c0ada6398f7">To change the state of a note, simply drag a note from one column to the
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other to change its state.</li>
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other to change its state.</li>
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<li>The order of the notes in each column corresponds to their position in
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<li data-list-item-id="e98766e577d03db3dfd8acb850ddf8268">The order of the notes in each column corresponds to their position in
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the tree.
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the tree.
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<ul>
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<ul>
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<li>It's possible to reorder notes simply by dragging them to the desired
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<li data-list-item-id="e905430d6d0a5e51e2596611ccb3a0f2a">It's possible to reorder notes simply by dragging them to the desired
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position within the same columns.</li>
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position within the same columns.</li>
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<li>It's also possible to drag notes across columns, at the desired position.</li>
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<li data-list-item-id="e66108d33aee9387b325a554e12a85a73">It's also possible to drag notes across columns, at the desired position.</li>
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</ul>
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</ul>
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</li>
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</li>
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<li>For more options, right click on a note to display a context menu with
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<li data-list-item-id="ebb5b8df8459f8b32d2e1712d268b63df">For more options, right click on a note to display a context menu with
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the following options:
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the following options:
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<ul>
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<ul>
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<li>Open the note in a new tab/split/window or quick edit.</li>
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<li data-list-item-id="efe7840fa83c41d4a23759927bbe824d2">Open the note in a new tab/split/window or quick edit.</li>
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<li>Move the note to any column.</li>
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<li data-list-item-id="ea44a2cd0895413620eff0720524e9938">Move the note to any column.</li>
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<li>Insert a new note above/below the current one.</li>
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<li data-list-item-id="e505699fc18903f73f96ddfe29a4cc694">Insert a new note above/below the current one.</li>
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<li>Archive/unarchive the current note.</li>
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<li data-list-item-id="e153bf42c4f955bb1421d586f9e7b5498">Archive/unarchive the current note.</li>
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<li>Delete the current note.</li>
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<li data-list-item-id="e3c0a0113e5bb4a69a9dfe90862f5ee1e">Delete the current note.</li>
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</ul>
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</ul>
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</li>
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</li>
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<li>If there are many notes within the column, move the mouse over the column
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<li data-list-item-id="e1d6b1303eb3567b51fec1174993dcb71">If there are many notes within the column, move the mouse over the column
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and use the mouse wheel to scroll.</li>
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and use the mouse wheel to scroll.</li>
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</ul>
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</ul>
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<h2>Keyboard interaction</h2>
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<h3>Keyboard interaction</h3>
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<p>The board view has mild support for keyboard-based navigation:</p>
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<p>The board view has mild support for keyboard-based navigation:</p>
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<ul>
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<ul>
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<li>Use <kbd>Tab</kbd> and <kbd>Shift</kbd>+<kbd>Tab</kbd> to navigate between
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<li data-list-item-id="ef209d621d05adddb8648e11c1aff106a">Use <kbd>Tab</kbd> and <kbd>Shift</kbd>+<kbd>Tab</kbd> to navigate between
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column titles, notes and the “New item” button for each of the columns,
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column titles, notes and the “New item” button for each of the columns,
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in sequential order.</li>
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in sequential order.</li>
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<li>To rename a column or a note, press <kbd>F2</kbd> while it is focused.</li>
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<li data-list-item-id="e48cffbf4ee1a7452c1e01277c8dd2cbf">To rename a column or a note, press <kbd>F2</kbd> while it is focused.</li>
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<li>To open a specific note or create a new item, press <kbd>Enter</kbd> while
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<li
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data-list-item-id="e02a6fb1c98d4e4b75e9e4245cf7cf6b1">To open a specific note or create a new item, press <kbd>Enter</kbd> while
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it is focused.</li>
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it is focused.</li>
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<li>To dismiss a rename of a note or a column, press <kbd>Escape</kbd>.</li>
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<li data-list-item-id="eec6f2285fa4d8e95f6a3d40cf51e3d69">To dismiss a rename of a note or a column, press <kbd>Escape</kbd>.</li>
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</ul>
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</ul>
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<h2>Configuration</h2>
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<h2>Configuration</h2>
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<h3>Grouping by another attribute</h3>
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<h3>Grouping by another label</h3>
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<p>By default, the label used to group the notes is <code>#status</code>.
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<p>By default, the label used to group the notes is <code>#status</code>.
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It is possible to use a different label if needed by defining a label named <code>#board:groupBy</code> with
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It is possible to use a different label if needed by defining a label named <code>#board:groupBy</code> with
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the value being the attribute to use (without <code>#</code> attribute prefix).</p>
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the value being the attribute to use (with or without <code>#</code> attribute
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<aside
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prefix).</p>
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class="admonition note">
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<h3>Grouping by relations</h3>
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<p>It's currently not possible to set a relation as the grouping criteria.
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<figure class="image image-style-align-right">
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There are plans to add support for it.</p>
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<img style="aspect-ratio:535/245;" src="Kanban Board_image.png"
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</aside>
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width="535" height="245">
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<h2>Limitations</h2>
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</figure>
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<ul>
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<p>A more advanced use-case is grouping by <a href="#root/pOsGYCXsbNQG/tC7s2alapj8V/zEY4DaJG4YT5/_help_Cq5X6iKQop6R">Relations</a>.</p>
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<li>It is not possible yet to use group by a relation, only by label.</li>
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<p>During this mode:</p>
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</ul>
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<ul>
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<li data-list-item-id="e597b9ecddfae34bb858559de09ee1f6a">The columns represent the <em>target notes</em> of a relation.</li>
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<li data-list-item-id="eb59f890b2223d7f3f43e7ebae747002d">When creating a new column, a note is selected instead of a column name.</li>
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<li
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data-list-item-id="e566f9ab556f5c47b00ce0854def37bea">The column icon will match the target note.</li>
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<li data-list-item-id="e43d3786e7e6590a003f16f3eb437bba5">Moving notes between columns will change its relation.</li>
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<li data-list-item-id="e5c2a414d0c80f0d1a67066078c7a4f79">Renaming an existing column will change the target note of all the notes
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in that column.</li>
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</ul>
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<p>Using relations instead of labels has some benefits:</p>
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<ul>
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<li data-list-item-id="e580344f5638c09e80f566dc789db656a">The status/grouping of the notes is visible outside the Kanban board,
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for example on the <a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_bdUJEHsAPYQR">Note Map</a>.</li>
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<li
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data-list-item-id="e1d59fe7873950babd8e1f3dbcb913e1a">Columns can have icons.</li>
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<li data-list-item-id="e9933195c1f7708326f434321482cd917">Renaming columns is less intensive since it simply involves changing the
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note title of the target note instead of having to do a bulk rename.</li>
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</ul>
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<p>To do so:</p>
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<ol>
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<li data-list-item-id="e66855292cf2639a13ecd642482681653">First, create a Kanban board from scratch and not a template:</li>
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<li
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data-list-item-id="eaf16b94767674ca24de65ae102b84fc7">Assign <code>#viewType=board #hidePromotedAttributes</code> to emulate the
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default template.</li>
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<li data-list-item-id="e861d2859085e0dba83a44946fdc67c32">Set <code>#board:groupBy</code> to the name of a relation to group by, <strong>including the </strong><code><strong>~</strong></code><strong> prefix</strong> (e.g. <code>~status</code>).</li>
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<li
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data-list-item-id="efd300f3e766d485e28b7c8fd0a73364c">
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<p>Optionally, use <a class="reference-link" href="#root/pOsGYCXsbNQG/tC7s2alapj8V/zEY4DaJG4YT5/_help_OFXdgB2nNk1F">Promoted Attributes</a> for
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easy status change within the note:</p><pre><code class="language-text-x-trilium-auto">#relation:status(inheritable)="promoted,alias=Status,single"</code></pre>
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</li>
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</ol>
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"name": "iconClass",
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"name": "iconClass",
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@ -117,13 +124,6 @@
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"isInheritable": false,
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"type": "relation",
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"type": "label",
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"type": "label",
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"name": "shareAlias",
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"name": "shareAlias",
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@ -1263,10 +1263,17 @@
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{
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{
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"type": "relation",
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"type": "relation",
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||||||
"name": "internalLink",
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"name": "internalLink",
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"value": "zdQzavvHDl1k",
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"value": "ccIoz7nqgDRK",
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"isInheritable": false,
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{
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"type": "relation",
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"name": "internalLink",
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"value": "zdQzavvHDl1k",
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"isInheritable": false,
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"position": 20
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"type": "label",
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"type": "label",
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"name": "iconClass",
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"name": "iconClass",
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@ -1280,13 +1287,6 @@
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"format": "markdown",
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"format": "markdown",
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@ -1,5 +1,5 @@
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# Documentation
|
# Documentation
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||||||
There are multiple types of documentation for Trilium:<img class="image-style-align-right" src="api/images/E6pFkO6VwPFI/Documentation_image.png" width="205" height="162">
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There are multiple types of documentation for Trilium:<img class="image-style-align-right" src="api/images/cJTTOrI5C1jn/Documentation_image.png" width="205" height="162">
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||||||
|
|
||||||
* The _User Guide_ represents the user-facing documentation. This documentation can be browsed by users directly from within Trilium, by pressing <kbd>F1</kbd>.
|
* The _User Guide_ represents the user-facing documentation. This documentation can be browsed by users directly from within Trilium, by pressing <kbd>F1</kbd>.
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||||||
* The _Developer's Guide_ represents a set of Markdown documents that present the internals of Trilium, for developers.
|
* The _Developer's Guide_ represents a set of Markdown documents that present the internals of Trilium, for developers.
|
||||||
|
|||||||
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|
||||||
"formatVersion": 2,
|
"formatVersion": 2,
|
||||||
"appVersion": "0.99.4",
|
"appVersion": "0.99.5",
|
||||||
"files": [
|
"files": [
|
||||||
{
|
{
|
||||||
"isClone": false,
|
"isClone": false,
|
||||||
@ -9884,18 +9884,47 @@
|
|||||||
"value": "kanban-board",
|
"value": "kanban-board",
|
||||||
"isInheritable": false,
|
"isInheritable": false,
|
||||||
"position": 20
|
"position": 20
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"type": "relation",
|
||||||
|
"name": "internalLink",
|
||||||
|
"value": "Cq5X6iKQop6R",
|
||||||
|
"isInheritable": false,
|
||||||
|
"position": 30
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"type": "relation",
|
||||||
|
"name": "internalLink",
|
||||||
|
"value": "OFXdgB2nNk1F",
|
||||||
|
"isInheritable": false,
|
||||||
|
"position": 40
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"type": "relation",
|
||||||
|
"name": "internalLink",
|
||||||
|
"value": "bdUJEHsAPYQR",
|
||||||
|
"isInheritable": false,
|
||||||
|
"position": 50
|
||||||
}
|
}
|
||||||
],
|
],
|
||||||
"format": "markdown",
|
"format": "markdown",
|
||||||
"dataFileName": "Kanban Board.md",
|
"dataFileName": "Kanban Board.md",
|
||||||
"attachments": [
|
"attachments": [
|
||||||
{
|
{
|
||||||
"attachmentId": "usSSa0WI6dDK",
|
"attachmentId": "IrIeh59VGjHq",
|
||||||
"title": "image.png",
|
"title": "image.png",
|
||||||
"role": "image",
|
"role": "image",
|
||||||
"mime": "image/png",
|
"mime": "image/png",
|
||||||
"position": 10,
|
"position": 10,
|
||||||
"dataFileName": "Kanban Board_image.png"
|
"dataFileName": "Kanban Board_image.png"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"attachmentId": "usSSa0WI6dDK",
|
||||||
|
"title": "image.png",
|
||||||
|
"role": "image",
|
||||||
|
"mime": "image/png",
|
||||||
|
"position": 10,
|
||||||
|
"dataFileName": "1_Kanban Board_image.png"
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
|||||||
BIN
docs/User Guide/User Guide/Collections/1_Kanban Board_image.png
vendored
Normal file
BIN
docs/User Guide/User Guide/Collections/1_Kanban Board_image.png
vendored
Normal file
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|
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@ -1,5 +1,5 @@
|
|||||||
# Kanban Board
|
# Kanban Board
|
||||||
<figure class="image"><img style="aspect-ratio:918/248;" src="Kanban Board_image.png" width="918" height="248"></figure>
|
<figure class="image"><img style="aspect-ratio:918/248;" src="1_Kanban Board_image.png" width="918" height="248"></figure>
|
||||||
|
|
||||||
The Board view presents sub-notes in columns for a Kanban-like experience. Each column represents a possible value for a status label, which can be adjusted.
|
The Board view presents sub-notes in columns for a Kanban-like experience. Each column represents a possible value for a status label, which can be adjusted.
|
||||||
|
|
||||||
@ -41,7 +41,7 @@ Notes are displayed recursively, so even the child notes of the child notes will
|
|||||||
* Delete the current note.
|
* Delete the current note.
|
||||||
* If there are many notes within the column, move the mouse over the column and use the mouse wheel to scroll.
|
* If there are many notes within the column, move the mouse over the column and use the mouse wheel to scroll.
|
||||||
|
|
||||||
## Keyboard interaction
|
### Keyboard interaction
|
||||||
|
|
||||||
The board view has mild support for keyboard-based navigation:
|
The board view has mild support for keyboard-based navigation:
|
||||||
|
|
||||||
@ -52,13 +52,37 @@ The board view has mild support for keyboard-based navigation:
|
|||||||
|
|
||||||
## Configuration
|
## Configuration
|
||||||
|
|
||||||
### Grouping by another attribute
|
### Grouping by another label
|
||||||
|
|
||||||
By default, the label used to group the notes is `#status`. It is possible to use a different label if needed by defining a label named `#board:groupBy` with the value being the attribute to use (without `#` attribute prefix).
|
By default, the label used to group the notes is `#status`. It is possible to use a different label if needed by defining a label named `#board:groupBy` with the value being the attribute to use (with or without `#` attribute prefix).
|
||||||
|
|
||||||
> [!NOTE]
|
### Grouping by relations
|
||||||
> It's currently not possible to set a relation as the grouping criteria. There are plans to add support for it.
|
|
||||||
|
|
||||||
## Limitations
|
<figure class="image image-style-align-right"><img style="aspect-ratio:535/245;" src="Kanban Board_image.png" width="535" height="245"></figure>
|
||||||
|
|
||||||
* It is not possible yet to use group by a relation, only by label.
|
A more advanced use-case is grouping by [Relations](../Advanced%20Usage/Attributes/Relations.md).
|
||||||
|
|
||||||
|
During this mode:
|
||||||
|
|
||||||
|
* The columns represent the _target notes_ of a relation.
|
||||||
|
* When creating a new column, a note is selected instead of a column name.
|
||||||
|
* The column icon will match the target note.
|
||||||
|
* Moving notes between columns will change its relation.
|
||||||
|
* Renaming an existing column will change the target note of all the notes in that column.
|
||||||
|
|
||||||
|
Using relations instead of labels has some benefits:
|
||||||
|
|
||||||
|
* The status/grouping of the notes is visible outside the Kanban board, for example on the <a class="reference-link" href="../Note%20Types/Note%20Map.md">Note Map</a>.
|
||||||
|
* Columns can have icons.
|
||||||
|
* Renaming columns is less intensive since it simply involves changing the note title of the target note instead of having to do a bulk rename.
|
||||||
|
|
||||||
|
To do so:
|
||||||
|
|
||||||
|
1. First, create a Kanban board from scratch and not a template:
|
||||||
|
2. Assign `#viewType=board #hidePromotedAttributes` to emulate the default template.
|
||||||
|
3. Set `#board:groupBy` to the name of a relation to group by, **including the** `**~**` **prefix** (e.g. `~status`).
|
||||||
|
4. Optionally, use <a class="reference-link" href="../Advanced%20Usage/Attributes/Promoted%20Attributes.md">Promoted Attributes</a> for easy status change within the note:
|
||||||
|
|
||||||
|
```
|
||||||
|
#relation:status(inheritable)="promoted,alias=Status,single"
|
||||||
|
```
|
||||||
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|
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Loading…
x
Reference in New Issue
Block a user