Board Connections

DFY Project Board Connection 🎯

Welcome to your DFY Project Board! 🎯 This fun and simple walkthrough shows you exactly how to submit requests, track progress, view reports, grab your files, and stay in the loop with notifications. Everything you need to manage your projects like a pro—organized, efficient, and just a little bit fun. Let’s get things rolling! 🚀
DFY Project Board Setup Checklist
1. Access the Project Board
Head to the left sidebar and click on "Client Projects".
2. Understand the Card View
You're now in the Card View—this is your main workspace for managing requests.
3. Explore the Table View
Click on "Table View" for a spreadsheet-style layout of your projects.
4. Check Your Dashboard
Go to the "Dashboard" to see stats like status, due dates, and time spent.
5. Open the Files Tab
Click on "Files" to access all uploaded assets and documents tied to your projects.
6. Manage Your Notifications
Visit "Notifications" to turn on alerts for email, Slack, and board updates.
7. Submit a Project Request
Click New Request, add your task name, pick the request type, and follow the prompts.
8. Hit Submit
After filling everything out clearly, click the Submit button to send it to the team.
9. Track in ‘New Request Submitted’
Your request will appear in the New Request Submitted column. That’s where the magic starts!
10. Communicate Within the Project
Click into any project to leave comments, give feedback, or reply to team updates.
11. Follow the Workflow Columns
Keep an eye on your project as it moves through:
• New Request Submitted
• In-Progress
• Collaboration Required
• Review & Approve
• Request Complete
12. Celebrate!
You're officially ready to manage projects like a boss! 🎉
  1. 1.
      2. Access the Project Board
      Head to the left sidebar and click on "Client Projects".
  1. 2.
      2. Understand the Card View
      You're now in the Card View—this is your main workspace for managing requests.
  1. 3.
      2. Explore the Table View
      Click on "Table View" for a spreadsheet-style layout of your projects.
  1. 4.
      2. Check Your Dashboard
      Go to the "Dashboard" to see stats like status, due dates, and time spent.
  1. 5.
      2. Open the Files Tab
      Click on "Files" to access all uploaded assets and documents tied to your projects.
  1. 6.
      2. Manage Your Notifications
      Visit "Notifications" to turn on alerts for email, Slack, and board updates.
  1. 7.
      2. Submit a Project Request
      Click New Request, add your task name, pick the request type, and follow the prompts.
  1. 8.
      2. Hit Submit
      After filling everything out clearly, click the Submit button to send it to the team.
  1. 9.
      2. Track in ‘New Request Submitted’
      Your request will appear in the New Request Submitted column. That’s where the magic starts!
  1. 10.
      2. Communicate Within the Project
      Click into any project to leave comments, give feedback, or reply to team updates.
  1. 11.
      2. Follow the Workflow Columns
      Keep an eye on your project as it moves through:
      • New Request Submitted
      • In-Progress
      • Collaboration Required
      • Review & Approve
      • Request Complete
  1. 12.
      2. Celebrate!
      You're officially ready to manage projects like a boss! 🎉