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Creating and Sharing a Board

We’ll show you everything from A-Z when it comes to creating and customizing your board, as well as sharing it and gathering feedback.

Creating a Board

  1. From your InVision dashboard, click the (+) icon to create a new board. (Alternatively, you can view a sample prototype or board by hovering over that type and clicking Or Try a Sample.)
  2. Click Create New Board.
    Board2x.gif

Adding a photo header

  1. Scroll to the top of your board and click on the Edit Header menu option.
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  2. Upload an image via drag and drop or browse.
  3. To move your photo header: Click and drag on your image to move and place as desired.
  4. To blur your photo header, click on the Blur option and use the slider to auto-update your setting.
  5. To darken or lighten the overlay for your photo header, click on the Overlay option and use the slider to auto-update your setting.
  6. To change the size of your photo header, click on the Size options to resize to Small, Medium, or Full-Screen.
  7. To save your changes, click on the checkmark button or simply click outside of the header area.

 

Setting a layout style

There are 3 layout types available from the header options:

  • Masonry: This collage format displays item thumbnails at their original proportions.
  • Meticulous: This balanced format crops item thumbnails to fit them to regular columns, with a relaxed approach to rows.
  • Grid: This structured format crops item thumbnails to fit them to regular columns and rows.

 

Uploading items

  1. Drag and drop your assets into your browser, or click on the message to use the file selector and upload your files.

    You can also sync items from Dropbox, Box, or Google Drive by clicking the + button and then clicking on the icon for the service from which you'd like to sync files. If you haven’t previously linked your InVision account with one of those services, you’ll be prompted to authorize InVision to access your account.

  2. Check the uploader spinner to view progress on your file uploads.

  3. If you would like to upload your files to a specific section, drag your files to that section or click on the (+) icon for that section and select Upload File.


Once uploaded, a tile will appear with either a thumbnail displayed for image files or a filetype icon if uploading other files like PSD or Sketch files.

 

Creating and organizing sections

  1. Hover and click above or between sections, and click the (+) button to create a new section title.

  2. Add a title and/or description, if desired.
    Pro Tip: Use a description without a title to include an extra dividing line, perfect for visually sub-dividing your sections in share links.
  3. Use the up and down arrows to reorganize your sections as desired.

Resizing items

  1. Hover over an item and use the Set Item Size options to resize to 1, 2, 3, or 4 columns.

Pro Tip : To resize multiple items at once, select multiple items and use the same Set Item Size tool on the selection toolbar to set items between 1 and 4 columns.

Adding a color swatch

  1. Use the (+) button to add a swatch to your board, or hover over a section and use the (+) button to Add a swatch to that section.
  2. Type in the HEX value of your swatch color.
  3. Click on the title of your new swatch to update as desired.

To add a color pulled from a board image: 

  1. Click on the board item image. 
  2. Hover over the bar of colors above the comment area.
  3. Click the (+) plus icon to add color swatches to your board.

           Screen_Shot_2017-04-07_at_11.33.04_AM.png

 

Adding a note

  1. Use the (+) button to Add a Note to your Board, or hover over a section and use the (+) button to Add a Note to that section.
  2. Fill in your Note title, content body, and even a description.
  3. If desired, use the formatting tools to structure your note content.

 

Selecting and organizing items

  1. Simply click and drag to select multiple items, or hold Ctrl/Cmd or Shift to reveal the selection toolbar and to select ranges of items on your board.
  2. Click and drag items to move them to a new section, or use the section move tool to send all selected items to a specific section.

  3. Click and drag a single item at a time to move within the layout as desired.

 

SHARING YOUR BOARD AND BOARD ITEMS

You can share your board as well as specific items on the Board by clicking on the sharing button ( ) in the upper right corner. If sharing the entire board, visitors will be able to view and comment on all items in the Board. If sharing a specific item, they'll only be able to view and comment on that specific item.

When sharing a board, you'll have the option to easily share the Board via social media by clicking the icon for the social media channel you'd like to share the board on.
 

 

ADDING STAKEHOLDERS

To add collaborators, go to your Board and click the plus sign under the header:

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Once you click the share button, a modal will pop up that allows you to add collaborators to the Board.

When adding collaborators, the list in the modal will show people in the following order (always A-Z within each group):

  • Teams collaborating
  • Individuals already collaborating
  • Invitees that are collaborating
  • Other teams
  • Other individuals
  • Other invitees

To remove collaborators:

  1. Open your prototype and click the avatar of the collaborator (at the top middle of your board) you'd like to remove. If you have many collaborators, you may need to click "More" until their avatar appears.
  2. Uncheck the mark next to their name.
  3. Click Update.

When you remove a collaborator from a board (or remove them completely from an account), their comments remain on the board.

 

PASSWORD PROTECTING YOUR SHARED BOARD

By default, sharing a board generates a random alphanumeric URL. The uniqueness of this randomly generated URL helps ensure that unwanted visitors can't stumble upon your board. If you need additional security, you can optionally password protect your Board so that anyone who visits the share link must enter a password. To password protect your board:

  1. Click the settings cogwheel () in the upper right.
  2. Toggle Password-protect board in share links on.
  3. Enter the password you'd like to use and click Save to enable password protection for that board.

Once enabled, anyone visiting the share link associated with that Board will be prompted to enter the password before they're able to access the board.

 

DISABLING DOWNLOADS OF BOARD CONTENT

You may want to share some Boards content (e.g. fonts) but not allow downloads of that content for licensing reasons. You can disable downloads of content from your board by doing the following:

  1. Click the settings cogwheel in the upper right.
  2. Toggle Disable all downloads for non-collaborators on.

  3. Check the types of content for which you'd like to allow downloads:
    • Images
    • Fonts
    • Source Files

 

ADDING A SKETCH TO A BOARD COMMENT

The sketch feature lets you directly draw on an image when commenting. To add a sketch to your comment:

  1. Open the image on which you'd like to comment.
  2. Enter your comment.
  3. Click the paint brush icon.
  4. Draw on the image using the paint brush and highlighter tools and when done, click Done.
  5. Click Post Comment to save your comment and sketch.

ADDING AN ANNOTATION TO YOUR COMMENT

Annotations are similar to how comments in prototypes behave today: a bubble that draws attention to a particular part of the image. To add an annotation to an image in your board:

  1. Open an image on which you'd like to comment.
  2. Enter the text of your comment.
  3. Click the bullseye icon.
  4. Click on the image and position your annotation bubble where you'd like.
  5. Click Post Comment to add the Annotation and comment:

Note: If logged out of your InVision account or you do not have an account, InVision authenticates your comment by asking for your name and email address:

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If your email address is not associated with an InVision account, your comment will post to the prototype. If your email address is associated with an InVision account, a prompt to enter your password appears:

        Screen_Shot_2017-04-26_at_12.59.39_PM.png

Once you've entered the correct password, future comments will post to the project.