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Start a Board From a Template and Set It Up

Written by Melinda Haughey

This article is about the Proxi admin app at app.proxi.co. Boards are in beta.

A new board takes a name and nothing else. Everything about how it looks and who can post is set in the editor afterward, and every change saves on its own.

Pick a Starting Point

Click Boards in the sidebar, then New Board. Each starter comes with a picture of what it makes and a note on how it's meant to be shown:

  • Photo Slideshow — pictures on a loop for a TV.

  • What's Happening — flyers and announcements from you and your businesses, plus upcoming events. Open to posts.

  • Upcoming Events — your calendar as a poster wall.

  • Downtown Deals — offers from your businesses, open to posts.

  • Jobs & Services — Help Wanted and Help Offered cards with pay and a button.

  • Sponsor Thank You — logos on a loop.

  • Blank Board — set everything up yourself.

Give it a name and click Create Board. Starters built around your calendar or a map open on the Sources section so you can connect one right away. The others open on Cards.

The Editor

The left side is a list of sections; the right side is a preview of the board as visitors will see it. Until you've added anything, the preview shows three example cards so you can see the layout. They're never shown to visitors, and you can dismiss them.

  • Content — Cards (what's on the board), Sources (calendars and maps feeding it), and Inbox (posts waiting on you).

  • Look — Style (name, the note only your team sees, filter tags, board color), Branding (the name and logo shown on the page and in a corner of the TV, the font, and the logo's corner and size on the TV), and TV (screen size, seconds per card, and the transition, which only matter for the slideshow).

  • Share — Posting (who can send you cards) and Publish (status, the Public switch, and the board's link).

The header has Share, Open, and Publish, and a Saved note that confirms your last edit landed.

Style Choices Worth Making Early

  • Board color. Starts as your workspace's primary color. It's used for buttons, the TV backdrop, and cards that have no picture.

  • Filter tags. A short list like "Events, Deals, News." Each card can take one, visitors get a filter chip for each, and you can embed just one tag's cards on a page. The starters come with sensible tags, and you can rename them any time.

  • Branding. Your workspace name and logo are used unless you set something else here.

Publishing

A new board is a draft only your team can open. Click Publish in the header when it's ready. To take it down later, Publish → Archive asks first, then your embed and any TV show an empty board until you publish again. Your cards stay put.

Good to Know

  • The number of boards you can have depends on your subscription level. A second board is handy as a test board you never publish.

  • Everything in the editor saves as you go. If you leave the page right after a change, the change is sent before the page closes.

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