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Platform GuideCreate a Pinboard

Creating Your First Pinboard

A pinboard is your visual canvas where you organize and display all your pins. Think of it as a customizable dashboard that updates in real-time.

Step-by-Step Guide

1. Navigate to Pinboards

  1. Log in to your Pindown.ai account
  2. Click on “Pinboards” in the left sidebar
  3. You’ll see all your existing pinboards (if any)

2. Create New Pinboard

Click the “Create New Pinboard” button (or ”+ New” in the top right).

3. Configure Your Pinboard

Fill in the details:

Name (Required)
Give your pinboard a descriptive name

  • ✅ “Sales Dashboard 2024”
  • ✅ “Weekly Team Report”
  • ❌ “Board 1”

Description (Optional)
Add context about what this pinboard shows

  • “Real-time sales metrics from Stripe”
  • “Weekly team performance indicators”

Tags (Optional)
Add tags to organize and filter your pinboards

  • sales, revenue, monthly
  • team, performance, weekly

Visibility

  • Private (default): Only you can see it
  • Public: Anyone with the link can view

4. Save and Open

Click “Create Pinboard” and you’ll be taken to your new empty pinboard!

Pinboard Layout

Your pinboard uses a responsive grid layout:

  • Desktop: 4 columns wide, unlimited height
  • Mobile: 2 columns wide, automatic stacking

Grid System

Each pin occupies a certain grid size:

SizeWidthHeightBest For
1x11 column1 rowSingle stat, small chart
2x12 columns1 rowMultiple stats, wide card
1x21 column2 rowsVertical list, tall chart
2x22 columns2 rowsLarge chart, detailed table
4x24 columns2 rowsFull-width banner, big table

Adding Pins to Your Pinboard

There are three ways to add pins:

Method 1: Create Pin Directly

  1. Click “Add Pin” button
  2. Choose pin type (Stat Card, Chart, Table, etc.)
  3. Fill in the content
  4. Pin automatically appears on your pinboard

Method 2: Add Existing Pin

  1. Click “Add Existing Pin”
  2. Search for pins you’ve created
  3. Select the pin(s) to add
  4. They’ll appear on your pinboard

Method 3: Via API (Automated)

# Create pin and add to pinboard in one request curl -X POST https://api.pindown.ai/v1/pinboards/PINBOARD_ID/pins \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "pin_id": "p-abc123", "position": { "x": 0, "y": 0, "w": 2, "h": 1 } }'

Organizing Your Pinboard

Drag and Drop

  • Click and hold any pin to drag it
  • Drop it in a new position
  • Pins automatically snap to the grid
  • Other pins move out of the way

Resize Pins

  • Hover over the bottom-right corner of a pin
  • Drag to resize
  • Supported sizes: 1x1, 2x1, 1x2, 2x2, 4x2

Remove Pins

  • Click the (three dots) menu on any pin
  • Select “Remove from Pinboard”
  • The pin is removed but not deleted (you can add it back later)

Pinboard Settings

Click the ⚙️ Settings icon to configure:

General Settings

  • Name: Update pinboard title
  • Description: Change description
  • Tags: Add or remove tags

Visibility Settings

  • Public/Private: Toggle visibility
  • Require Sign-in: Force users to log in (even if public)
  • Share Link: Copy link to share

Layout Options

  • Auto-organize: Automatically arrange pins
  • Compact Mode: Reduce spacing between pins
  • Grid Lines: Show/hide grid guides

Pinboard Templates

Start faster with pre-built templates:

Sales Dashboard Template

Perfect for tracking revenue and conversions:

  • Revenue Stat Card (1x1)
  • Sales Chart (2x1)
  • Top Products Table (2x2)
  • Conversion Rate (1x1)

Team Performance Template

Monitor team metrics and KPIs:

  • Active Users (1x1)
  • Task Completion Rate (1x1)
  • Team Activity Chart (4x2)
  • Recent Tasks Table (2x2)

System Monitoring Template

Track system health and alerts:

  • Status Indicator (1x1)
  • Uptime Chart (2x1)
  • Error Log Table (2x2)
  • Response Time (1x1)

Best Practices

Keep related information together:

  • Sales metrics in one section
  • Team stats in another
  • System alerts at the top

2. Use Visual Hierarchy

  • Top: Most important KPIs
  • Middle: Supporting metrics and charts
  • Bottom: Detailed tables and logs

3. Color Coding

Use consistent colors across your pinboard:

  • 🟢 Green: Positive trends, success states
  • 🔴 Red: Negative trends, alerts, errors
  • 🟡 Yellow: Warnings, pending states
  • 🔵 Blue: Neutral information

4. Keep It Simple

Don’t overcrowd your pinboard:

  • ✅ 6-12 pins per board
  • ❌ 30+ pins on one board

If you need more, create multiple pinboards!

5. Name Everything Clearly

  • Pinboard: “Sales Dashboard Q1 2024”
  • Pin: “Monthly Revenue (Stripe)”
  • Dataset: “Stripe Sales Data”

Examples

Executive Dashboard

┌─────────┬─────────┬─────────┬─────────┐ │ Revenue │ Users │ Churn │ Growth │ │ $145K │ 2,450 │ 2.3% │ +23.5% │ │ 1x1 │ 1x1 │ 1x1 │ 1x1 │ ├─────────┴─────────┴─────────┴─────────┤ │ Monthly Revenue Chart (Line) │ │ 4x2 │ ├─────────┬─────────┬─────────┬─────────┤ │ │ │ │ │ │ Top Products Table (2x2) │ Recent │ │ │ │ │ Sales │ │ │ │ │ (2x2) │ └─────────┴─────────┴─────────┴─────────┘

System Monitor

┌─────────┬─────────┬─────────┬─────────┐ │ Status │ Uptime │Response │ Errors │ │ 🟢 UP │ 99.9% │ 45ms │ 0 │ │ 1x1 │ 1x1 │ 1x1 │ 1x1 │ ├─────────┴─────────┴─────────┴─────────┤ │ Error Rate Chart (Line) │ │ 4x2 │ ├─────────────────────────────────────┬─┤ │ │ │ │ Recent Logs Table (3x2) │A│ │ │L│ │ │E│ └─────────────────────────────────────┴─┘

Next Steps