Article #: 66

How To: duplicate an existing Wallboard

Similar questions: copy a Wallboard, duplicate a Wallboard, edit a Wallboard, export a Wallboard, open a Wallboard, delete a Wallboard, share a Wallboard

Purpose: demonstrate how to duplicate an existing Wallboard

Steps

Before duplicating a wallboard, an initial wallboard must be created. To learn how to create a wallboard, please see the Building a Wallboard article.

1. Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
2. At the login screen, enter Username and Password and hit Login
3. Along the left-hand side in the navigation pane, select Realtime (upward arrow icon)> Realtime Wallboards
4. Locate the tile of the Wallboard you would like to duplicate and click on the associated three dots icon.
5. Click Duplicate.
6. A window called “Duplicate Wallboard” will appear. This allows you to give a new name to your Wallboard duplicate.
7. Click Submit when you are done typing in the new name. You will then see the duplicate Wallboard appear on the screen.

A good use case for this would be if a Wallboard has very similar information, but you would like to see that same information for different teams such as Sales or Customer Service.