A guide to creating an enterprise template for Peakboard applications

This article describes how to create a company-wide Peakboard template that enforces corporate design requirements and ensures that even people without design or marketing skills can create dashboards and applications that meet the company's needs. These steps have proven to be best practice in hundreds of customer projects.

paints

Project colors save the colors used in the current application. Each new control is based on this color set. The background colors determine the overall picture — whether it is a light or dark theme. The primary, highlight and signal colors influence everything else and are typically taken from corporate design requirements.

Screenshot des Peakboard Designers mit geöffneter Farbverwaltung. In der Ansicht 'Project Colors' sind individuell definierte Theme Colors wie Background, Primary, Signal und Highlight zu sehen. Farbwerte sind im HEX-Format angegeben. Die Benutzeroberfläche zeigt ein helles Theme mit farblich angepassten Elementen gemäß Corporate Design-Vorgaben..

writings

The corporate design guidelines usually specify one or two fonts to use. All font-related definitions for various font styles (such as heading, button, and standard) can be defined in the corresponding dialog.

But what if your company's font isn't available in Peakboard by default? In this case, a custom font must be added to the project as a resource (TTF file). The TTF file is then transferred to the Peakboard Box as part of the project.

Screenshot des Font Managers im Peakboard Designer zur Definition von Schriftarten im Projekt. Links die Projektressourcen mit eingebundenen TTF-Dateien wie Roboto_Black und Roboto_Bold. Rechts der geöffnete Vorschau-Dialog für die Schriftart 'header1' mit dem Text 'Hello World' in weißer Farbe auf dunklem Hintergrund. Auswahl der benutzerdefinierten Schriftart 'Roboto-Black – Roboto (Custom)' für Corporate Design-Anpassungen.

Create the master screen

To create one or more master pages, first add the company logo as a resource and then create the actual template. A header with the logo and a text box with the current time and a headline is usually a good start.

Once this item is placed, group and lock it, and click the lock icon. This prevents them from being changed by mistake.

If you don't want to create a new screen, right-click on the template screen and select “Duplicate (locked controls only).” The new screen only includes the template's locked controls.

Screenshot aus dem Peakboard Designer zur Erstellung eines Masterbildschirms. Darstellung eines Templates mit Kopfzeile, Logo, Uhrzeit, Datum und Überschrift 'Headline'. Auf der linken Seite sind die Projektstrukturen mit Scripts, Ressourcen und dem Mastertemplate sichtbar. Rechts werden Eigenschaften des ausgewählten Textelements angezeigt. Mehrere Steuerelemente sind durch ein Schloss-Symbol gesperrt, um versehentliche Änderungen zu verhindern

UI components

The UI components are primarily defined by the standard colors and fonts already covered. For further customization, UI control templates can be created on a separate screen, as shown in the screenshot below.

The user can then select a UI control from the template and copy and paste it onto the screen they're working on. The copied control includes all required styles and is ready to use.

The template also provides instructions for proper placement. It shows distances of 20px and 40px and explains when which spacing should be used. Of course, further explanatory texts and notes can be added as required.

Peakboard UI-Komponenten-Übersicht mit Buttons, Schaltern, Dropdown, Tabellen und Statusanzeigen. Darstellung von Abständen und Layoutregeln.

raster

A common pattern is to group controls into specific areas. The following screenshot shows how to prepare these grid areas. The grid can be copied to a new screen, adjusted in height, and used immediately.

Such a grid makes the end result look more professional and gives the end user of the board a sense of which controls belong together, making the entire board more user-friendly.

Peakboard-Rastervorlage mit blauen Platzhaltern zur strukturierten Anordnung von UI-Elementen. Linke Seitenleiste zeigt Projektstruktur mit aktivem Screen 'Grid'.

end result

The screenshot below shows a screen with all the techniques discussed. Predefined colors and fonts as well as the master template and its headings were used. The UI controls were copied from the template and placed on a predefined grid.

Peakboard-Dashboard mit Kopfzeile, Uhrzeit, Kreisdiagrammen, Ampelindikatoren, Texteingabe und Dropdown. Anordnung der UI-Elemente im vordefinierten Raster-Layout.

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Author: Michelle

Michelle is passionate about cutting-edge technology and loves telling others about the interesting world of innovation. As a technology enthusiast at Peakboard, she is constantly exploring the latest trends and developments.