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Your first board

A new project is not empty. It arrives with seven properties and two views, and every one of them is an ordinary row you can change or delete. That is the point of the starting set: not to be right, but to be a worked example of what a property is.

Property Type Options it starts with
Status select Backlog, Todo, In Progress, Ready, Done
Priority select Urgent, High, Medium, Low
Assignee person — every member of the project
Phase select PoC, MVP, MMP, Pilot, GA
Estimate select XS, S, M, L, XL
Labels multi-select bug, feature, infra, ux, docs
Due date —

Done is what the project calls over: Done when in Settings → Project names it, so Ship, a blocker and a parent’s parts count it from the first day.

And two views: Board grouped by Status main, and Phases grouped by Phase.

  1. Fix the columns first. The columns are the options of the property the view groups by, so changing them changes the board. On the board itself:

    • Drag a column header to reorder — that reorders the options for everybody, in every view using that property.
    • + New column at the right end adds an option to the grouping property.

    To rename or recolour one, go to Settings → Properties and edit the option chip. Colours come from a fixed palette of twelve, on purpose: a board where anybody can pick any colour stops meaning anything.

  2. Add the property your team actually argues about. Settings → Properties, bottom row: a name, a type, and for a select type a list of options, one per line.

    Name: Environment
    Type: Select
    Options: local
    staging
    production

    Nine types are available — select, multi-select, iteration, person, text, number, date, checkbox and link. Only select, iteration, person and checkbox can group a view, because a task must sit in exactly one column.

  3. Decide what reaches the card. Settings → Card view holds one row per property. A card with eight fields on it is a table, not a card. Take off what you only ever read in the panel.

    The first select that is shown on the card and is not the grouping property becomes the lead property: it colours the small square at the top-left of the card, the pill beside the task key, and the band down the left of the task panel.

  4. Add a second view. The + at the end of the view strip: a name and a “Columns by” property. The same tasks, asked a different question.

  5. Write the first task. The + in a column header adds to the top of that column; the empty area below the cards adds to the end. Type the title, press Enter. The panel opens straight away so you can fill in the rest.

Nothing has a Save button. A field saves when you leave it. Title, description, values, checklist text, view names, the project key — all of it saves on blur. Escape reverts.

The board has no dialogs. When something destroys data, the row itself becomes the question and names the cost: “Delete Labels? 5 options and 14 values go with it.”

Tab reaches the board. One press, then the arrow keys move a cursor from card to card, Enter opens one and Space picks it up. See Keyboard.

Every task has a link. Click the task key (USH-14) to copy …/p/{project}?task={id}. Paste it anywhere; it opens the card.

Settings → People, owner and admins. Add somebody by email. A person with an account joins at once. If the address is unknown, they are invited: the page hands you a copyable sign-up link for this instance, and when the server has mail set up it emails them that link as well.

Everybody in a project can create, edit and move anything in it. The owner alone can delete a property, an option or a view, add or remove members, manage agents and tokens, and rename or delete the project. That split is deliberate: structure is the owner’s, content is shared.