Boards

Boards are customisable column-based workspaces within a project that help you organise information, track progress, and collaborate on specific aspects of your project. Unlike the Task Board which is specifically for tasks, Boards can be used for any organisational purpose such as shot lists, production schedules, asset tracking, or reference materials.

Editors＋ Only editors and above can view and edit project boards

Managing Your Boards

Viewing All Boards

From within a project, navigate to the Boards section to see a list of all boards created for that project.

Creating a New Board

1. Go to the project's Boards section

2. Click the New button

3. Enter a board Name

4. Optionally add a Description

5. Click Create Board

After creation, you will be automatically navigated to your new board.

Editing a Board

1. From the boards list, click Edit from the Actions menu for the board you want to modify

2. Update the board Name and/or Description

3. Click Update Board to save changes

Deleting a Board

1. From the boards list, click Delete from the Actions menu for the board

2. Confirm the deletion

Deleting a board will permanently remove all columns and cards within it. This action cannot be undone.

Working with Columns

Columns organise cards within a board, representing different stages or categories in your workflow.

Creating a Column

1. Click the + Add Column button on the right side of the board

2. Enter a column Name

3. Optionally select a colour to visually distinguish the column

4. Click Create Column

Alternatively, you can add a column after an existing one by clicking the three-dot menu on any column header and selecting Add column.

Editing a Column

1. Click the three-dot menu icon on the column header

2. Select Edit column

3. Update the column name or colour

4. Click Save Changes

Reordering Columns

To change the order of columns:

1. Click the three-dot menu on the column header

2. Select Move left or Move right

3. The column will swap positions with its neighbour

Deleting a Column

1. Click the three-dot menu icon on the column header

2. Select Delete column

3. Confirm the deletion

Note: Deleting a column will also delete all cards within it.

Working with Cards

Cards are the individual items or units of work within your board.

Creating a Card

To add a new card:

1. Click the three-dot menu on a column header and select Add card, or click the + Add a card button at the bottom of any column

2. Enter the card Name

3. Optionally add a Description

4. Optionally upload an image (PNG, JPEG, or JPG format)

5. Click Create Card

Tip: Add a URL to the Description to automatically retrieve details e.g. photo and description from a news article

Viewing Card Details

Click on any card to open the card detail modal, which displays:

• Card name and description

• Card image (if uploaded)

• Attached files and links

• Linked project tasks

• Comments and discussion

Card Counters

Cards display counters at the bottom showing:

• Links - Number of external links attached

• Files - Number of files attached

• Tasks - Number of linked project tasks (shown in red if any tasks are overdue)

• Comments - Number of comments on the card

Moving Cards Between Columns

1. Click and hold on a card

2. Drag the card to the desired column

3. Release to drop the card

The card's position will automatically save to the new column.

Editing a Card

To edit from the board view:

1. Hover over a card to reveal the three-dot menu in the top-right corner

2. Click the menu and select Edit

3. Update card properties

4. Click Save Changes

Alternatively, open the card detail modal and edit from there.

Deleting a Card

1. Hover over the card and click the three-dot menu

2. Select Delete

3. Confirm the deletion

Card Detail Modal

The card modal provides a comprehensive view of card information and allows you to:

Manage Files

• Upload files to attach to the card

• Download attached files

• Delete files you no longer need

Manage Links

• Add external URLs with optional labels

• Edit existing links

• Remove links

Link Tasks

• Connect project tasks to the card

• View task status and due dates

• Navigate directly to linked tasks

Add Comments

• Post comments to discuss card details with team members

• View comment history

• Edit or delete your own comments

Visual Customisation

Column colours provide visual organisation:

• When you assign a colour to a column, cards in that column display a subtle coloured border

• The column background is tinted with a light version of the selected colour

• A coloured dot appears next to the column name

Use Cases for Boards

Boards are flexible and can be adapted for various purposes:

• Shot Lists - Organise shots by status (pre-viz, shooting, editing, complete)

• Asset Tracking - Track production assets through approval workflows

• Reference Library - Collect and categorise reference images and materials

• Production Schedule - Visualise shooting schedule by location or day

• Equipment Checklist - Track equipment needs and availability

Tips for Using Boards

• Use descriptive board names to distinguish different organisational purposes

• Leverage card images for visual reference (especially useful for shot lists)

• Use column colours to create visual hierarchy and quick recognition

• Link board cards to tasks to connect planning with execution

• Add comments to cards for team communication and decision documentation

• Cards maintain their order within columns even when you reload the page