Organise visual boards and presentations
Use the project’s available visual tools to organise references and communicate an idea. A pasted link is not an imported external account connection.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the project’s Freeform or Presentation tool if enabled and create a board or document.
- Add supported notes, media, references and connected work. Arrange them so the intended reading order is clear.
- Review saved state and the available share or export output before sending it to collaborators.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.