This chapter covers board-centered work.
The shipped UI label is Boards.
The docs may sometimes say project to describe the same workspace idea:
- a place where approved work becomes visible
- the home for cards, comments, labels, due dates, and collaboration
Today, use Boards in the product and read project in the docs as the same concept.
Use a board when:
- the work is already clear enough to live on cards
- you need to organize work by columns
- you want comments, due dates, blocked reasons, or labels
- you want board-specific actions such as
Capture hereorReview proposals
Boards can contain:
- columns
- cards
- labels
- due dates
- blocked states and blocked reasons
- threaded comments and mentions
Boards can also be archived and restored.
When you are inside a board, the action rail keeps the normal loop anchored to that board:
Capture hereAsk assistantReview proposalsAdd card
Use it when the new input already belongs to a specific board and you do not want to lose context by navigating away.
Starter packs help create a useful board faster by scaffolding:
- columns
- labels
- optional seed cards
Starter packs are safe to reapply because the apply behavior is designed to be idempotent and conflict-aware.
Use comments when:
- context belongs to a card
- you want history others can read later
- you need a mention to notify someone
Use blocked state when:
- work is waiting on a decision, dependency, or missing input
If you have no boards yet:
- go back to
HomeorToday - use the setup loop or create a board directly
- optionally apply a starter pack
- run the Inbox -> Review -> Board loop once
If the board exists but has little on it:
- capture new input with
Capture here - review pending proposals for that board
- add a card directly if the task is already obvious
- trying to manage rough, unshaped notes directly as board work
- treating the board as the first stop for every idea instead of using
Inbox - ignoring board-specific capture or review actions and losing context by navigating away
- assuming starter packs are one-time only