> For the complete documentation index, see [llms.txt](https://imbrace.gitbook.io/imbrace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://imbrace.gitbook.io/imbrace-documentation/onboarding-guide/set-up-data-boards.md). # Set up Data Boards A data board is where DataIQ stores and organizes structured records. Each board holds one type of record (for example, Sales Leads, Invoice Records or Customer Contacts), and each record is made up of the fields defined for that board. Records can come from a connected database, from a CSV file or URL import, from manual entry, or from documents processed through DocIQ, where the extracted records are stored in Document Boards. Setting up a board well makes the rest of DataIQ easier to use. The fields you define decide what can be searched, filtered, segmented and exported, and the access settings decide who can see the board and its data. To set up data boards, follow these steps: **Step 1:** Go to the **"Data IQ"** section and click the **"+"** button located on the top right side.

Setting up a data board involves: * **Board Profile:** Give the board a clear name, describe its purpose in Board Objective, choose a Category, and set Deployment Access to control which teams can use it.

* **Fields:** Define the attributes each record captures. For each field, set the Attribute Name, the AI Logic (the type of data, such as Short Text), the Extraction Prompt that tells the AI what to extract, and the Role Access that controls who can view it. Click Save.

* **Relations (optional):** Use Ontology to connect the board to other boards, so related records (for example, a business card and an invoice) can be linked.

To see how to manage data board, see [ontology](/imbrace-documentation/dataiq.md). ## Create Contact record in Data Boards **Step 1:** From Data Boards, go to Contacts Board, click create new and select new record.

**Step 2:** Input your full name and any other relevant details into designated fields. Once done, save the information by clicking the save icon located at the top right corner to successfully create the contact record.

## Create Opportunities and link it with Contact record in Data Boards * One Contact Record can have multiple linked Opportunity Records. **Step 1:** Navigate to Contact Record you've created, proceed to the Opportunities tab within that record, click on the edit icon on the top right, and subsequently click the plus icon to create new Opportunities associated with that particular Contact Record.

**Step 2:** Input your Opportunities Name and click the save icon and you will have successfully created an Opportunity under your Contact Record.

## Create Tasks and link it with Contact Record or Opportunities in Data Boards **Step 1:** To generate a new task from the Contact Record Board, access the task tab within the Contact Record and select the edit icon at the top right. While in edit mode, locate the plus icon at the bottom right, enabling you to add a new Task. You'll be prompted to link it with a contact and opportunity, or directly link it to a Contact. Once linked, click the save icon to finalize the Task creation process.

**Step 2:** Once completed, your newly added Task will be visible under the Task tab within your Contact Record.

**Step 3:** You can directly link a task to an Opportunity by creating Task inside the Opportunity Record. Navigate to your Opportunity Record and go to the Task tab, click edit icon and input your Task Name and click save.

## Error case (Invalid URL)

* Under the Task Board, if the URL is pasted at wrong field for example the Contact Record URL is pasted at Opportunity Record field while Opportunity Record URL is pasted at Contact Record field, it will show an error message of wrong URL. * If the link you pasted in invalid or is from a deleted Contact Record or Opportunity Record, it will trigger an error message. * If an Opportunity Record isn't connected to a Contact Record, but a Task is connected to the Contact Record, sharing the Opportunity's Record link with the Task will create a mismatch since the Opportunity Record isn't associated directly with the Contact Record as can be seen from the figure below.

* **Mismatch Scenario 1:** Contact URL is Contact A but Opportunity A URL is Contact B * **Mismatch Scenario 2:** Contact URL is Contact A but Opportunity A has no Contact linked ## Opportunity conflict ( Editing contact URL and task URL) **Step 1:** Navigate to your Opportunity you have created from Opportunity Board, for example based on below Opportunity Jagjit-27, it is linked to Contact Record Jagjit.

**Step 2:** Navigate to your Task you have created from Task Board, as can be seen in below figure, it is linked to the Contact Record (Jagjit) and also the Opportunity (Jagjit-27).

**Step 3:** From the Opportunity Board, for example replace the Contact Record URL “Jagjit” with “Jagjit2” Contact Record URL and click save.

**Step 4:** Navigate to Contact Record, for this instance we navigate to “Jagjit2” and we can see the Tasks and Opportunities which were from Contact Record “Jagjit” are updated to Contact Record “Jagjit2”.