Boards

Boards track the work a team has agreed to do. Every board belongs to one team, has columns you name, fields you choose, and shows the same items as a board, a table or a roadmap.

Use a board for shared team work. For your own private to-dos use Reminders; for a larger piece of work with an owner, milestones and a budget use Projects, which can name one or more boards as its work.

Where to find itCopy Anchor Link

• Open Boards from the sidebar's app row or All apps (/tasks).
• The sidebar lists All boards and then every board you can reach, grouped under its team. A team heading folds away; the number beside a board is how many of its items are still open. With more than six boards, Filter boards appears above the list and narrows it by board or team name.

Roles and permissionsCopy Anchor Link

If Boards is not installed, the page says so instead of showing an empty board. An administrator installs it at System console → Marketplace.

Main workflowsCopy Anchor Link

Find a boardCopy Anchor Link

1. Open Boards (/tasks).
2. Type into Find a board above the cards. It matches the board name and the team name, and highlights the part that matched.
3. Press Escape or Clear search to see every board again.

Each card shows how many items are open and how much of the board is finished.

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1. 1All boardsEvery board you can reach, grouped under its team, with its open items counted.
2. 2Find a boardMatches the board name and the team name, and highlights the part that matched.
3. 3Clear searchShows every board again; Escape does the same.
4. 4Board cardHow many items are open and how much of the board is finished.

Create a boardCopy Anchor Link

1. Press New board on the index, or + at the top of the sidebar.
2. Pick the Team that owns it (the board's permissions follow the team), give it a name and an optional description.
3. Leave Start with the usual setup ticked to get Backlog, Ready, In progress, In review and Done, a priority and size field, and the three layouts as saved views. Change any of it later under Configure this board.

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1. 1TeamThe team that owns the board; its permissions follow the team.
2. 2NameWhat the board is called in the sidebar and on its card.
3. 3Start with the usual setupFive columns, a priority and size field and three saved views, all changeable later.
4. 4Create boardCreates the board.

Add and edit itemsCopy Anchor Link

1. On a board, press New item, type what has to happen and press Enter. Escape closes the field.
2. Click an item to open it: assignees, tags, project, start and target date, custom fields, comments and attachments.
3. Drag a card to another column to change its status.

You can also turn a chat message into an item: open the message's menu and choose to create a task from it. The item links back to the message.

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1. 1StatusThe column the item sits in; dragging its card changes it too.
2. 2AssigneesWho is doing the work; tags and the other fields sit below.
3. 3TargetThe day the item is due, with the time left counted down beneath it.
4. 4Add a commentDiscuss the item with the team; ⌘ + Enter sends.
5. 5RemindersA private reminder on this item that only you see.

Switch views, filter and groupCopy Anchor Link

1. Use the view tabs at the top of the board. New view adds one; every board keeps at least one view.
2. Pick the Layout: Board, Table or Roadmap.
3. Use Group by (status, assignee, tag, project, working group) and Sort by.
4. Type into Filter items…. Filters read like status:Done, assignee:@me, is:open, no:assignee; a minus excludes (-status:Done). The Filter menu offers presets: open items only, assigned to me, unassigned, show archived. Active filters show as chips above the field; click into the field to edit them as text.
5. When the filters leave nothing, the board says Nothing matches those filters and offers Clear filters.

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1. 1ViewsThe board’s saved views, here Table; New view beside it adds another.
2. 2LayoutShows the items as a board, a table or a roadmap.
3. 3Group byGroups the items by status, assignee, tag, project or working group.
4. 4Filter items…Filters such as assignee:@me is:open, shown as chips; click into the field to edit them as text.
5. 5FilterPresets: open items only, assigned to me, unassigned, show archived.

Bulk-manage itemsCopy Anchor Link

1. In the table layout, tick the items you want.
2. The Selected items bar offers Mark done and Archive.
3. Clear selection ends the selection.

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1. 1Tick an itemSelects the item; tick as many as you need.
2. 2Mark doneMoves every selected item to done.
3. 3ArchiveArchives the selected items; Show archived brings them back into view.
4. 4Clear selectionEnds the selection without changing anything.

Private reminders on an itemCopy Anchor Link

Open an item and add a reminder: a moment and a note only you see. When it fires it links to the item. If you have lost access to the item by then, the link lands on a page that shows your own note and lets you delete the reminder, without revealing the item.

InsightsCopy Anchor Link

Insights on a board shows the status share, open items over the last 30 days, and items closed per day.

Settings and adminCopy Anchor Link

• Configure this board (on the board header): tabs Columns, Fields, Tags and Board (name, emoji, description, archive). A GitHub or forge connection is also configured here when the integration is installed.
• Who may use Boards at all: System console → Access → Roles.
• Installing or switching the module off: System console → Marketplace → Boards.

How Boards relates to other modulesCopy Anchor Link

TipsCopy Anchor Link

• assignee:@me is:open is the fastest "what is mine" view; save it as its own view.
• Archived items are hidden by default; use the Show archived preset to see them.
• To jump straight to an item, press ⌘K and type two or more letters of its title; items appear under the records.
• A board link that no longer opens (deleted, or owned by a team you are not in) offers All boards to get back.