In the Traverse web app, you can add cases, people, organizations, and finished content to your board. This feature allows you to access those items easily from the user overview page that appears when you first log in (blue header). Only you have access to your board.
Once you click the My Board tab or expand the My Board panel, you'll see all the items you added to your board.
You can add comments to items on your board, edit comments with the pencil icon, and remove items from your board with the garbage can icon.
Comments added to items on your board disappear once you remove the item from your board; they aren't attached to the underlying item. Similarly, deleting an item from your board does not also delete the underlying item from Traverse.
To add an item to your board
When you view a case, a person, or an organization, you can click the Add to My Board button in the header.
When you view a finished content item, you can click the Add to My Board button in the right-hand panel.
