Boards

A board is a Monday-style view of your work — manual rows you track yourself alongside items synced from your connected tools, organized into groups with status pills, custom columns, and views for the grid, dashboards, and roadmaps.

Groups, status pills, owners, and a synced GitHub group.

What a board is

Boards are the core screen — a stack of groups, each holding rows. Manual rows live in the groups you create; synced rows appear in their own group per connected project or repo, kept apart so a sync never overwrites your own work.

Manual vs synced rows

Everything on a board

• Groups, rows and getting work onto a board — creating, reordering, moving, and bulk-editing rows.
• System fields vs the columns you add — the grid's fixed columns, what a sync owns, and where CapEx/OpEx lives.
• Column types — the eight custom column types, and when to use each.
• Board statuses and what they mean — managing the status list and mapping it to a source.
• Views: board, dashboard, roadmap — the view tabs plus the Sources and Intelligence sections.
• Filtering, sorting and finding rows — the toolbar's Search, Filter, and Sort.
• The item panel: detail, comments and files — the slide-over you open on any row.
• Automations — standing trigger/action rules per board.
• Board templates — Blank, Development, and Recruitment.
• Owners, sharing and who can see a board — board access roles vs the Owner-column picklist.
• Board settings — the settings drawer, column visibility, and the Onboard control.

Last updated 17 August 2026