Use boards

Read the workspace and project boards, filter them, and change state or assignee by dragging cards with the mouse or keyboard or from the card menu.

Written for
user
Roles
owner, admin, member, project-manager, elevated-client-user, client-user
Requires
Anyone; client users see a board only when they have projects
Feature
tickets

A board shows tickets as cards in one column per workflow state. The workspace board covers every ticket you may see; a project board covers one project. Both use the same filters as the Tickets list, and both let you change a ticket's state by moving its card.

Before you start

No special permission is needed to look at a board. Moving a card is a state change and follows the rules in Change a ticket's state; assigning from a card follows Update a ticket. Client users see Board in the sidebar only when they are attached to at least one project.

Steps

  1. Open Board in the sidebar (shortcut g b) for the workspace board, or open a project and select Board in its header for the project board (Board · Acme support).
  2. Narrow the board with the filters above it: Kind, Assignee, Viewer, Priority, Label, Billing client (workspace users only), and Due. The workspace board also has Project.
  3. Select a card's title to open the ticket, or use the card's menu (Actions for ACME-184) for Open ticket, Move to… (a list of the other states), and Assign to… (Unassigned or a workspace user).
  4. Select New ticket in the header to start a ticket; on a project board the project is preselected.

Drag and drop

With the mouse: press the handle at the left of the card (Drag ACME-184), drag it to another column, and release. The state changes as soon as the card is dropped; a status message reads "Moved ACME-184 to In progress".

With the keyboard, focus the card's handle (Tab to it) and:

  1. press Space to pick the card up ("Picked up ACME-184. Use the arrow keys to move it to another column, space to drop, escape to cancel."),
  2. press the left or right arrow to move it between columns ("Over In progress"),
  3. press Space to drop it ("Dropped in In progress"), or Esc to cancel ("Move cancelled").

Drag is a shortcut, never the only way: the card menu's Move to… does the same. j and k move down and up the cards of a column; the card's title takes focus and Enter opens it.

Rules

  • Columns. One column per active state, in the order set under Settings → Workflow and kinds. Closed states are columns too. The number in a column header is the true count of matching tickets in that state.
  • Card order. Highest priority first, then latest activity. A card that is edited, commented on, or moved rises within its column.
  • Card contents. Id, title, kind, priority badge (none for the lowest priority), billing client chip (workspace users only), assignee, and due date, with overdue marked when the ticket is open and past its date.
  • Show more. A column shows at most 50 cards; Show 12 more loads the next batch in the same order. Changing a filter starts the column from the top again.
  • Archived tickets never appear on a board.
  • Refused moves. If you drop a card into a column you may not move it to, the card returns and the error is shown above the board.
  • Shareable. The filters are part of the page address, like the Tickets list.
  • API. GET /api/w/{slug}/board returns every column with its head of cards and a nextCursor per column; GET /api/w/{slug}/board/{stateId} continues one column. The MCP tools list_boards and get_board read the same data. See the API reference.

Examples

A stand-up: open the project board, filter Assignee = Me, and drag today's card from To do to In progress.

A project manager reviews the Review column, opens each ticket from the card menu, and uses Assign to… to hand two of them to a colleague.

Common problems

  • I cannot drag cards. Regular client users without a project cannot move cards. If you can drag but the card returns, you are not allowed to set that state on that ticket.
  • A ticket is missing from the board. It is archived, filtered out, or in a state you do not expect. The Tickets list with State = Any shows every ticket you may see.
  • The columns are not in the order I want. An Owner or Admin orders states under Settings → Workflow and kinds; see Configure the workflow.
  • Change a ticket's state Move a ticket between workflow states, close and reopen it, and understand what client users, email replies, and the reopen window can do.
  • Find tickets Use the Tickets list, its filters, search, the command palette, and keyboard shortcuts to find any ticket you may see.
  • Configure the workflow: states, kinds, priorities Define the states every board uses, the kinds tickets can have, and the priorities, plus the rules for inbound tickets, customer resolution, and reopening.
  • State A state is a ticket's position on the board; each state is open or closed, one open state is the reopen target, and one closed state may be the customer-resolve state.
  • Boards and My work Read the board with its per-column pages and the personal My work lists through the SAQ REST API.