From the course: Miro for UX: Brainstorming and Collaboration

Setting up your boards for collaboration - Miro Tutorial

From the course: Miro for UX: Brainstorming and Collaboration

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Setting up your boards for collaboration

- Now that you have an understanding of the types of things that we can create, we're going to create a board. First, I want to explain what a board is, okay? So I've got an example here, you don't need to open this, I'm going to open up an example from a template that's out here. Now, when you talk about a board, as soon as you start creating, you're talking about what you see; everything out here, essentially, this whole area is called your board. Think of it as kind of a whiteboard. That way you can add as much stuff to it as you want. You can add, you know, different phases of learning. You can add different phases of customer exploration, whatever you want to do. You can be working with your team and you can set up a single board if you want to, to have all of the information you gather or you capture, or you can create individual boards for different things. Okay, I'm going to go back over and you should be here right now. So click on new board to make a new board. When you first start doing this, what it's going to open as this little dialogue here, and you're going to see up here show when creating a board. If you know for a fact that you don't want to start from a template, or you just want to get an open board, you want a blank open board, you can say, don't show this or turn this off. You can actually take boards that you create and you can save them as your own templates. So if you look down here, you're going to see personal or shared templates. I click on personal. You can create a template and save it, and that way, next time you want to create a new board, you can create it from that template. So there are a lot of ways to work in here. We're going to start from a blank board just to give you an idea. So come up here to the upper right and click on the X, and that's going to open up a board that is untitled. Now the first thing you want to do is you want to give this thing a name. So we'll come up to untitled here and click on it, and that's going to edit some settings. You can actually call this whatever you want. I'm going to call this exercise one, whatever you want. This could be your project name. It could be whatever you want it to be. You can also give this a description. So we're going to explore Miro with this, that way, you know, later on, if you want to get rid of this, you can. You're going to see the owner. As soon as you make a board, you are the owner. So that means that you have some rights that other people don't with, or related to, this board. It's not part of a team. I have a team account. So it's not part of a team right now, and it's not part of a project. If you want to, you can create projects that have multiple boards associated with them. If you have a team at work, you can share a project with them and they get access to the boards. So, you can also select what's called a preview area. So if you've got a lot of things out here on the board, but you want people to focus on one area, you can select that, and it just gives you like a box and you say, oh, let's zoom in over here, and that's what people see when they first come to this board. We don't need to worry about that. Alrighty, you can duplicate, you can share, you can do a lot of things here. Go ahead and click outside and it's going to save it for you. It's now called exercise one. Okay, so with a board set up, next we'll look at some of the tools and features and options you'll set as you work in Miro.

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