Board

Board overview

Open a board from Sidebar → Workspace → Spaces: open a Space and click the board. Every board has seven views, switched with the tabs in the board header or the number keys:

Every ticket has a key made from the board's key and a number, for example TB-12 on “Team Board”. Use Copy link on any ticket to share a direct link to it.

Creating a board

A new board starts with no columns unless you pick a template under Start from or the Space has a default template. Add columns with Add column at the end of the board. (Your company's very first board comes with To do, In progress and Done.) The image button in the board header changes the board background.

Edit or delete a board

In the sidebar, hover the board and click ⋯. Edit changes the title, Public or Private, members and description (then Update board); the key is shown but can't be changed. Client Access lets portal clients see the board. Delete asks for a destination board and column: its tickets move there and are never deleted.

Board view

The board header holds the board name and its star (add it to Favourites), the view tabs, the ? button (keyboard shortcuts), Board settings, Epic, the background, Completed and archived issues, Stand-up, Poker, Write with AI and Create. Buttons you can't use aren't shown.

• The strip above the columns shows the active sprint's name, dates, days left, goal and points done. With no active sprint, the board shows every open ticket.
• Each card shows the title, epic, labels, components, type and key, sub-task and checklist progress, due date (red when late), priority, story points, the owner and helpers. Compact cards (Board settings) hides the chips.
• Drag a card to move it to another column or to rank it within a column. The card's ⋯ menu also has Move to column, Move to top / bottom, Assign to me, Duplicate, Copy link, Archive and Delete. Archive and Delete can be undone for a few seconds, or with Ctrl/⌘ + Z.
• Add a ticket with + Create issue at the bottom of a column, or drop an image onto a column to create a ticket with that image attached.
• Change story points, priority, assignee, type, status or the title right on a card without opening it.
• Each column scrolls on its own, and the board updates live when teammates move or edit tickets.

Filters and quick filters

The filter bar under the board header narrows the Board, Roadmap, Table and Calendar views. It keeps the same size however many filters you save. Your choices are remembered for each board.

Save your own quick filters

• Click a saved filter in the dropdown to turn it on; click it again to turn it off. It works together with the other filters, and also filters the Backlog, Table, Calendar, Roadmap and the CSV export.
• Manage quick filters (in the dropdown) lists yours and the shared ones: edit, delete or move yours up and down. Others can use a shared filter but can't change it unless they have “Share saved views”.
• From 8 saved filters the dropdown gets a search box. You can keep up to 30 on a board.
• Deleting a filter someone has on simply turns it off for them.

Swimlanes are in Board settings: Group by assignee, epic or priority (or No swimlanes). Dragging a card into another lane changes its owner, epic or priority to match.

Board settings menu

Click Board settings (the gear) in the board header while on the Board tab. You only see the items your group and Space role allow.

Mute this board, Share read-only link, Forms, Email to ticket and Git rules open in a panel on the right. To close it, click anywhere outside the panel, press Esc or click ✕. If you changed something you haven't saved, you're asked Discard unsaved changes? first.

Columns & their meaning

Columns are your workflow steps. Add one with Add column at the end of the board. A column's ⋯ menu has Column settings…, Move left, Move right and Delete column…. Deleting a column moves its tickets to another column; tickets are never deleted.

• A new column called Blocked, On hold or Backlog gets that meaning by itself. A column named like “Won't do” gets a quiet hint suggesting Cancelled.
• WIP limits: the header shows “count / limit”, turns amber at the limit and red over it. On its own this only warns; turn on the column-limit workflow rule to stop moves into a full column.
• In a restricted Space only Space Admins change columns.

Workflow rules

Board settings → Workflow rules stops moves that skip a step. Every move is checked: drag and drop, the ticket panel, the bulk bar, Table edits, automations and the client portal. With no rules, cards move freely as before.

• While you drag a card, columns you may not move it to grey out.
• If a move is refused the card goes back and a panel on the right says what's missing. Fill in required fields there and click Save and move.
• Rules apply to everyone, including the account owner, except “Only a chosen group can close”, which never stops the owner.
• An automation that hits a rule is logged as failed with the reason. Clients in the portal see the reason too.
• If you delete the only column a rule names, the rule switches itself off and says why. Deleting columns, merging boards and completing sprints aren't stopped by rules.

Backlog

The Backlog view lists the active sprint, then planned sprints, then the Backlog. Order matters: the higher an issue sits, the more important it is.

• Rank by dragging rows within and between sprints and the backlog, or use a row's ⋯ menu to move it to the top, bottom, a sprint or the backlog. With the keyboard, Alt + ↑/↓ moves the focused row.
• Select several with click, Shift+click or Ctrl/⌘+click, then use the bulk bar to move, assign, set priority, set points, add a label or delete them all at once. Dragging a selection moves every selected issue.
• Edit inline on any row: status, priority, original estimate (the clock), story points, assignee, type and title — no need to open the issue.
• Sub-tasks: click the arrow on a row to show its sub-tasks underneath, edit them inline, or use a sub-task's ⋯ menu to move it to another sprint or the backlog on its own. A sub-task in a different sprint from its parent shows there as its own row, marked with the parent's key.
• The people filter shows six avatars and “+N” for everyone else. The Epics panel on the left shows each epic's progress and filters the backlog by epic.
• The backlog footer estimates how many sprints of work are waiting, based on your team's average velocity.

Sprints

Sprints move through three states: Planned → Active → Completed. A board can have one active sprint at a time and any number of planned ones.

Tickets

Click Create (or press c) to add a ticket, or click any card to open the ticket panel.

Below the details are the description, attachments, and tabs for Comments (with @mentions), History (a plain-English log such as “moved this issue from To do to In progress”), Activity and Worklogs (tracked time per person and day, with screenshots where enabled).

+ Add in the ticket panel turns on an extra section or custom field for this ticket only (for example Checklists), or links a document. Things added this way can be removed from the same menu; nothing is deleted.

• Tickets that came from a form or an e-mail show a Requester chip. See Forms & Email to Ticket.
• Viewing now, under Details, shows the picture of everyone else who has the ticket open right now (hover for names), or “Only you”. People appear the moment they open it and disappear when they close it or leave the page, so you don't both change it at once. Viewing never signs anyone up for e-mails; use Watch for that.
• Tickets brought over from another tool show their old key, for example “Was ABC-123”, and searching for the old key finds them.
• On an imported ticket, Assigned to, Helpers and Reporter show the person's name with a Not invited tag when they aren't a user here yet (Hand over next to it opens Users → Imported people; after a hand-over, later imports go straight to that user), and time imported from the other tool shows in Worklogs as “Imported from <tool>” and in the ticket's time total (never in payroll, timesheets or invoices).
• When GitHub or GitLab is connected, a Code tab lists the branches, commits and pull requests that name the ticket, and the branch icon at the top copies a branch name.

Helpers on tickets

Helpers are other people working on a ticket with its main owner. They see it in My Work and their desktop tracker, and the time they track or log stays under their own name.

• Cards show the owner first, then helpers: three avatars and “+N” for the rest.
• Only my issues and the assignee avatars include tickets you help on. Unassigned means no main owner.
• Points, closed counts, velocity and workload stay with the main owner. In the Time tracking report each helper has a row with only their own minutes.
• Helpers get a notification and e-mail when added, and an “unassigned” e-mail when removed. Adding yourself sends nothing.
• On a private board a helper must have access to it. Guests in a restricted Space can be helpers too.
• You need “Tickets: Edit” to change helpers; without it they show but can't be changed.

Checklists and start date

Checklists

Cards show progress such as “1/3”, and ticks are recorded in History. On a private board, only people with access can be picked. Clients never see checklists.

Start date

In the ticket's Details, set Start date for when the work should begin. It can't be after the due date. Tickets with both dates show as bars on the Roadmap, and the Calendar can show tickets by start date.

Duplicate and paste a list

Duplicate a ticket

The copy keeps the owner, epic, sprint, type, priority, labels, points, estimate, dates, description and custom fields, starts in the first column with a new key, and is linked to the original as a clone. Checklist lines come unticked. Comments and time are never copied.

Paste a list

Paste several lines into a column's + Create issue box or the backlog's create row and you're asked “Create 12 tickets?”. Each line becomes a ticket (bullets like “- ”, “1. ” and “•” are dropped, empty lines skipped), up to 200 at a time, without reloading the page. If a line is longer than 255 characters, nothing is created and you're told which line. Say no and the text is pasted as one line. If you set an owner, they get one notification, not one per ticket.

Sub-tasks, links & watchers

Sub-tasks

Break an issue down with + Add sub-task. Sub-tasks start in the parent's sprint and column (in the Backlog you can move one to another sprint on its own), can be ticked off from the parent, and the card shows progress such as “2/4”. Sub-tasks can't have their own sub-tasks.

Linked issues

Use + Link issue and search by key or title. Link types are blocks, is blocked by, relates to, duplicates, is duplicated by, clones and is cloned by. Links appear on both issues with the matching wording.

Watchers

Click Watch to follow an issue. Watchers get an email when its status changes or it is completed or archived (if they have email notifications on).

Documents on tickets

In the ticket panel, + Add → Link a document finds a page in Documents and links it. Linked pages show on the ticket's Documents tab. From a document, Page details → Tickets lists the tickets that link to it and links more. People only see links to pages and tickets they can already open.

Epics

An epic can have a start date, due date and owner. In the Backlog, click Details next to an epic to open its side panel, with its description, status, comments, files and tickets. An issue of type Epic gets a matching epic automatically, and its title, description and dates stay in step.

Click Epic in the board header to group related issues under an epic. Epics can be nested under a parent. Give an issue an epic from its panel, and track every epic's progress in the Backlog's Epics panel and the Epic progress report. Deleting an epic keeps its issues.

Select many cards

If the board's workflow rules refuse any of the cards, none of them move and the panel on the right says what's missing.

Roadmap

The Roadmap tab (key 5) shows a board's tickets on a timeline, grouped by epic and then "No epic", with your project milestones in a lane on top. A Space has its own Roadmap tab for all its boards, and a view board can switch between Lanes and Roadmap.

• Zoom by Week, Month or Quarter, and move earlier or later with the arrows. Today is the red line. The board's quick filters work here too.
• A ticket with both a start and a due date is a bar; with only one of them it is a small diamond on that day. An epic without its own dates gets a dashed bar that runs from its first to its last ticket.
• Drag a bar to move it, or drag either end to change its start or due date. It saves straight away; if it can't be saved, it goes back and you see why.
• Click the arrow next to a ticket to show its sub-tickets. Click a bar or a name to open the ticket (or the epic).
• Hover a bar and drag the small dot at its end onto another bar to say "this blocks that". A red connector is a clash: the blocker is due after the blocked ticket starts. Clashes only warn. Click a connector to remove the link.
• Clashes, top right, lists every clash with buttons to find it on the timeline. Undated lists tickets with no dates: drag one onto the timeline, or pick a day, to give it a one-week bar.

A roadmap shows up to 1,000 tickets at a time; if there are more it says so, and you can narrow the dates or filter. People who can only view a Space see the roadmap but can't move anything.

Table view

The Table tab (key 6) lists the board's tickets as rows, 50 to a page, using the same quick filters as the board.

• Click a column header to sort by it, again to reverse, and a third time to go back to board order.
• Change a ticket right in its row: status, type, priority, assignee, epic, story points, estimate, start and due dates. Use the pencil next to a title to rename it. Changes are saved and recorded in the ticket's history just like on the board, and workflow rules apply: if a status change is refused, a panel on the right says what's missing.
• Columns, top right, picks which columns show (including the board's custom fields), their order and the default sort. Your choice is saved for you on this board.

Calendar view

The Calendar tab (key 7) shows a month with each ticket on its due date, or its start date if you switch the picker at the top. Quick filters work here too.

• A day shows three tickets; click "+ more" to see the rest.
• Drag a ticket to another day to change that date. If it can't be saved it goes back and you see why.
• The button at the top right lists tickets without that date. Drag one onto a day, or pick a day, to set it.

Reports

Open the Reports tab and pick a report. Most reports let you measure in story points or issue count and switch between a chart and a table. “Done” means the ticket is completed or sits in a Done column. Helpers never change these numbers.

Put any of these on a dashboard next to other boards' reports: see Dashboards.

Releases

Releases can also be sent to a client to approve (Ask a client to approve). The release header shows the latest client approval and “+N” for older ones.

Time on the card

Turn on Board settings → Show time on cards to see the time tracked on each ticket as a small clock chip on its card. Hover the chip to see who tracked how much. The numbers are the same as the Time vs estimate report and the ticket's Worklogs. The setting is just for you, on that board.

Export and read-only links

Export CSV

Board settings → Export CSV downloads the tickets the board shows, with your filters and quick filter, as a spreadsheet named like ENG-tickets-2026-11-05.csv. Columns: Key, Title, Type, Status, Status meaning, Priority, Owner, Helpers, Reporter, Sprint, Epic, Labels, Story points, Estimate (hours), Start date, Due date, Created, Updated, Resolved, one per custom field, and Old key. You need the “Export” ticket permission; you can export up to 10 times an hour.

Share a read-only link

Write tickets with AI

Click Write with AI next to Create on a board and describe the work in a sentence, for example who does what by when. The built-in AI assistant drafts the tickets. Change the title, type, priority, owner or due date, remove the ones you don't want, then click Create: they go into the board's first column. It uses your company's AI credits, like the other AI tools.

Keyboard shortcuts

Press ? on the board, or click the small ? button in its header, to see the keys you can use. Shortcuts are paused while you type.

Planning poker & stand-ups

From the Standard plan, the board header has two buttons for team rituals: Poker and Stand-up.

• Planning poker — pick tickets from the active sprint, a planned sprint or the backlog (or only those without points), choose a deck and start. Votes stay hidden until everyone has voted; the agreed whole-number estimate is saved to the ticket's story points and shows in its history. Sessions are kept per board so you can rejoin them from History.
• Stand-up — opens beside the board. It goes through the team one person at a time with their blocked, in-progress and done-since-last-stand-up tickets, a per-speaker timer, and yesterday / today / blockers notes everyone sees live.
• Write your stand-up update ahead of time in the Updates tab, turn a blocker into a ticket, and save a summary to the stand-up history when you finish.
• Press F in a poker session for full screen.

Completed & archived issues

Templates, recurring tickets & automations

Board settings in the board header opens ticket templates, recurring tickets, automations (with Slack and client e-mail) and client SLAs. Tickets also show their time in status, and releases can draft their notes from done tickets.

More about boards