Previous state: All users would be present on a process board and you would have to go in and pin users you wanted to easily view and/or hide users you didn’t want to see.

Improved state: With the “Manual Only” option, you can now start with a clean slate and manually select the users or groups you want to add to the process board.

• Manually select - Choose exactly which users and groups are tracked on a process board, rather than having them added automatically when a rule is triggered.

  • Note: You do still have the option to “Auto” add users, if you choose.

• Analytics - Analytics and records will only reflect the users you’ve explicitly added.

How to access this feature:

1. On the process board page, click the settings icon in the leaderboard or rankings box.

2. Select Manual Only.

3. Select the Sort Order you want to utilize for this board.

4. Click Add next to any users or groups you want to trigger on this board.

5. Click Save.