Boards

Create a Board

How to create a board?

Note: This video is only for reference purposes.

Embed board widget

Each board can be embedded on your website or application:

Here's a helpful tip for you:
you can embed your entire roadmap, with all the boards included.

In your admin dashboard:

  • Go to boards
  • Click on the 'Widget' you want to embed
  • Copy + Paste the widget code into your site or application 🙌

User SSO can be enabled for the widgets to ensure that your users are automatically logged in.

How to setup Board widget and roadmap widget code?

Note: This video is only for reference purposes.

Private boards

There are a few ways to keep your board(s) private if you don't want them to be public.

1. Team + Users with Board URL
Turn off the public view of your board and only share it with users

2. Team + Users with Post URL
Turn off the public view of your post and only share it with users

3. Team + Users with Status URL
Turn off the public view of your status and only share it with users

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1. Team + Users with Board URL

Visible to: You, Your Team, and everyone with the board URL.

  • Go to 'Boards'
  • Click on the board edit of the board you want to make private
  • Scroll down to 'Access Type'
  • Select 'PUBLIC' to 'PRIVATE'
  • Hit 'Save'


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2. Team + Users with Post URL

Visible to: You, Your Team, and everyone with the Post URL.

  • Go to 'Posts'
  • Go to the post action click on Edit of the post you want to make private
  • Go to 'Access Type'
  • Select 'PUBLIC' to 'PRIVATE'
  • Hit 'Save'


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3. Team + Users with Status URL

Visible to: You, Your Team, and everyone with the Status URL.

  • Go to 'Posts' -> 'Statuses'
  • Go to the status edit of the status you want to make private
  • Go to 'Access Type'
  • Select 'PUBLIC' to 'PRIVATE'
  • Hit 'Save'


How to setup Board Privacy?

Note: This video is only for reference purposes.

Delete board

To delete a board, simply click on the 'Delete Board' button. Please note that this action is permanent and cannot be undone. All feedback posts associated with this board will also be permanently deleted.

Before you delete the board, make sure to check if you want to keep any of the posts and move them to another board.

  • Go to the 'Boards'
  • Hit ‘delete’ 🙌
How to delete board?

Note: This video is only for reference purposes.

Customize Board

How to setup Board Customize?

Note: This video is only for reference purposes.