You'll be working with many boards across your workspace, so knowing how to save and manage your boards will help you build efficient workflows for yourself and your colleagues.
In this article:
Saving boards
Saving a board captures the board's current configuration for later reference or sharing with others.
If you're just starting out, you'll notice that any change you make to your board gives you a new option to update the existing board (Save), save the current configuration as a new board (Save as new), or revert to the last saved version of the board (Discard).
Note: The Document board type autosaves changes you make and therefore lacks a Save button.
You can capture all the following board configurations in a saved board:
- Sorting and filtering options
- Grouping options like swimlanes and item types
- Data display elements like columns and roadmap card attributes
Changes made to the items in the board (e.g. features or initiatives) will not impact saved boards. Those changes are reflected automatically on all boards where that item appears.
If you make changes to a board and leave without saving, your settings will remain unchanged when you return. Unsaved changes, however, will not be visible to any other members who can access the board.
Note: You can limit makers from updating boards and saving changes by locking boards.
Sharing a saved board
How you share a board depends on which type of board it is. Generally, you share New boards (grids, timelines, and columns boards) by manipulating teamspace settings, while Legacy boards (features boards, roadmaps, and some insights boards) have individual sharing options.
Managing boards
Additional configuration options are available by clicking ••• More actions next to a board's name in your teamspace and personal folder list or by opening the board and clicking ••• More actions in the top right corner.
Clicking either button will bring up that board's ••• More actions menu. This menu contains many options. The options specific to board management are:
Moving a board
To move a board from one location in your teamspace hierarchy to another:
- Open its ••• More actions menu.
- Click Move to.
- Select the teamspace or folder you wish to move the board to.
- Click Move.
Note: You can also move boards by dragging and dropping them in the Teamspaces section of the Home submenu.
Duplicating a board
To duplicate a board:
- Open its ••• More actions menu.
- Click Duplicate.
- Select the teamspace or folder you wish to copy the board to.
- Click Save copy.
Renaming a board
To rename a board:
- Open its ••• More actions menu.
- Click Rename.
- Type a new name into the field at the top of the board.
- Press Enter/Return or click outside the text field to save the change.
Note: You can also simply click on the board's name in the header to change it without having to open the ••• More actions menu.
Deleting a board
Deleting a board has no effect on the data which is displayed on that board. Your features, drivers, objectives, releases, and so on will remain safe and untouched, and can be viewed on any other board where they appear.
However, any set filters, sharing options, and configurations which modified the way you looked at that data on that board will be deleted along with the board itself. Generally, if you accidentally delete a board, you can rebuild it in a matter of minutes by creating a new board and setting all its options to match what you remember from the old one.
To delete a board:
- Open its ••• More actions menu.
- Click Delete board.
- Think carefully before proceeding. This can't be undone.
- Click Delete.