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focalboard/docs/link-boards-to-mattermost-channels.md
Carrie Warner (Mattermost) 277ea9facc
Transitioning Mattermost Boards > Focalboards plugin docs (#4862) 
* Transitioning Boards > Focalboards plugin docs

* Update docs/focalboard-plugin-end-user-guide.md

* Update docs/get-started-with-board-templates.md

* Update docs/get-started-with-board-templates.md

* Update docs/group-filter-sort-boards.md

* Update docs/group-filter-sort-boards.md

* Update docs/share-collaborate.md

* Update docs/import-export-backup-data.md

* Update docs/import-export-backup-data.md

* Fix MD table fomatting

* Added data collection content

* Added Focalboard import notes
2023-09-14 11:35:28 -06:00

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Link boards to Mattermost channels

Link a board to a channel

Boards can be linked to channels and accessed from the channel Apps Bar.

  1. Select the Focalboard icon from the Apps Bar in a channel to open a right-hand sidebar (RHS).
  2. Search for and link boards to the channel.
  3. Select Add button to open the link boards dialog and search for a board to link.

Once a board is linked to a channel, it's listed in the right-hand pane. Linking a board to a channel automatically grants all channel members access to the board, with the exception of guest accounts. Select a linked board to navigate directly to the board.

Notes:

  • A channel can be linked to multiple boards, but each individual board can only be linked to one channel at a time.
  • Linking the same board to another channel will automatically replaces the link to the previous channel with the new channel.
  • Channel members can only search and link boards within the team where they are a board admin.
  • If you're using a Focalboard plugin older than v7.2, you won't be able to link a board to a channel. We recommend upgrading to the latest version of the plugin to take full advantage of all plugin features and functionality.
  • After upgrading to version v7.2 or later of the Focalboard plugin, your boards automatically appear in the right-hand side pane for easy access.

Unlink a board from a channel

If you're a board admin, and want to unlink a board from a channel you're in, open linked board, select the options menu, and select Unlink.

Alternatively, you can open the Share dialog on the board, open the Role drop-down menu next to the channel's name and select Unlink.