Creating and configuring a board
Any user can create a board. The creator automatically becomes its owner.
Creating a board
- In the Task boards section click Add — the Board creation panel opens.
- Enter a Name. It must be unique in the system — validation runs as you type. If the name is taken, a hint appears: "A board with that name already exists".
- Optionally fill in the Description.
- Select Task templates — at least one. A template is a task type; each board has its own set of templates. Members will create tasks on the board from the connected templates.
- Select the Access type:
- Open (default) — the board is visible to everyone;
- Restricted — the board is visible to the owner and added members. Selecting it shows the Members block.
- Click Create. The button is active only when the required fields are filled.
After creation the board opens and a "Board created" message appears.
By default a status model with the standard statuses is created for a new board: New, In progress, Completed, Cancelled (see Status model).
Required and optional fields
| Field | Required | Rule |
|---|---|---|
| Name | Yes | Unique in the system |
| Task templates | Yes | At least one |
| Access type | Yes | Open / Restricted |
| Description | No | — |
| Members | No | Restricted board only |
Editing a board
Settings are available to the board owner and administrator — from the board card context menu via Edit. The same fields as on creation are available: name, description, set of templates, access type.
Changing the status model is possible only while the board has no tasks. If tasks already exist, the status model cannot be replaced — only editing the current one is available.
Managing members (Restricted board)
The Members block is shown only for a board with Restricted access. Members are added and removed row by row, without re-saving the whole form:
- Start typing a user's name and pick them from the list — the member is added as a row (avatar, name, remove button).
- To remove a member, click the remove button in their row.
When added, a user gets the Member role; no separate role selection is needed.
Switching a board from Restricted to Open clears the members list. Switching back leaves the board without members except the owner — members must be added again.
Archiving and restoring
Only the owner can archive and restore a board.
- In the board card context menu select Archive.
- In the confirmation dialog the system lists the consequences: the board and its tasks become read-only; the board disappears from members' lists; creating new tasks is blocked.
- Confirm with the Archive button.
Restoring is done similarly via Restore. Archived boards are visible through the Archive filter in the board list.
