> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apollospace.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Boards

> Apollo Space's native Kanban — customizable columns, cards with owner, due date, and attachments.

## What they're for

It's Monday. Someone drags "Launch landing page" from Backlog into In
Progress, the owner gets a notification, and anyone glancing at the
board already knows what's moving and what's stuck — no status meeting
required. That's the whole point: a board turns *"where does this
stand?"* into something you can see in one look. And because an owner
can be a person or one of your agents, work doesn't stall the moment a
human steps away.

**Boards** are kanban boards — vertical columns with cards that
represent tasks, which you drag between columns as you make progress.
Unlike the CRM (which has pre-modeled funnel stages), a board is
**free-form**: you create whatever columns make sense for your
workflow.

Typical use cases:

* **Backlog → In Progress → In Review → Done** (project management)
* **Ideas → Approved → In Production → Published** (editorial calendar)
* **Reported → Investigating → In Fix → Fixed** (bug tracking)
* **Waiting → In Progress → Awaiting Review → Done** (support flow)

## Board anatomy

<CardGroup cols={2}>
  <Card title="Columns" icon="table-columns">
    Each column is a **state** of work. You create, rename,
    reorder, and archive columns. No limit on the number — but more
    than 7–8 columns becomes hard to read.
  </Card>

  <Card title="Cards" icon="address-card">
    Each card is a **task**. It has a title, rich description, owner,
    due date, priority, attachments, checklist, comments, and activity.
  </Card>

  <Card title="WIP limit (optional)" icon="gauge-high">
    You can set a cap on cards per column. When exceeded,
    the board highlights it in red — a signal that there's a bottleneck.
  </Card>

  <Card title="Card activity" icon="clock-rotate-left">
    Every action (column change, field edit, comment) is recorded
    on the card. Append-only history.
  </Card>
</CardGroup>

## Card — full anatomy

<AccordionGroup>
  <Accordion title="Title + description" icon="text">
    Short title (what shows on the column). Rich description
    (markdown + WYSIWYG) supports lists, code, images, and mentions
    of leads/agents/members.
  </Accordion>

  <Accordion title="Owner + collaborators" icon="users">
    **Owner** is the primary responsible party — receives notifications
    and is accountable for delivery. **Collaborators** follow along but
    aren't on the hook for delivery. Can be a person or an agent.
  </Accordion>

  <Accordion title="Due date + priority" icon="calendar">
    Due date is a date (not datetime — keeping the UX simple). Priority:
    Low / Medium / High / Urgent. Overdue cards get a red badge
    on the column.
  </Accordion>

  <Accordion title="Checklist" icon="list-check">
    Sub-tasks inside the card. Each item can be checked off
    independently. Useful for breaking "build feature X" into
    sub-steps without creating 10 separate cards.
  </Accordion>

  <Accordion title="Attachments" icon="paperclip">
    Files (PDF, images, docs) or external links. Attachments count
    toward your org's storage — see Settings → Storage.
  </Accordion>

  <Accordion title="Comments" icon="comment">
    Thread on the card. Mentioning `@user` sends a direct notification;
    `@agent-name` brings an agent into the conversation (e.g., asking
    Scout to research context).
  </Accordion>

  <Accordion title="Custom fields (board-level)" icon="table-cells">
    Fields specific to the board (e.g., "Estimate in hours", "Sprint",
    "Associated client"). Apply to all cards in that board.
  </Accordion>
</AccordionGroup>

## Views

<CardGroup cols={2}>
  <Card title="Kanban" icon="square-kanban">
    Default. Columns + cards. Drag-and-drop between columns.
  </Card>

  <Card title="List" icon="table-list">
    Dense table with configurable columns. Good for analysis + bulk
    actions.
  </Card>

  <Card title="Timeline" icon="chart-gantt">
    Cards on a timeline (Gantt-style). Useful when due dates +
    sequence matter (launches, milestone-driven projects).
  </Card>

  <Card title="Calendar" icon="calendar">
    Cards positioned by due date. Useful for editorial calendars /
    day-by-day planning.
  </Card>
</CardGroup>

## Filters + search

At the top of the board:

* **Filter by owner** — only my cards / only a specific person's
* **Filter by due date** — overdue / this week / no due date
* **Filter by tag / priority** — combine multiple
* **Text search** — substring in title + description

Filters can be **saved per user** — create "My overdue" once and it
stays available in your menu.

## Board vs. CRM pipeline

| Aspect      | Board                       | CRM Pipeline                                                  |
| ----------- | --------------------------- | ------------------------------------------------------------- |
| Columns     | Free-form (you define them) | Stages (with semantics — New / Qualified / Closed-Won / etc.) |
| Cards       | Generic tasks               | Leads (person/company)                                        |
| Metrics     | Velocity, WIP, lead time    | Conversion rate, cycle, pipeline value                        |
| When to use | Any work with a flow        | Specifically: sales / acquisition                             |

You can have both in the same org — Board for internal projects,
CRM Pipeline for sales.

## How to create

<Steps>
  <Step title="+ Create → Board">
    Shortcut on Home, or right-click a folder → **New board**.

    **Expected result:** a modal asking for a name + initial template.
  </Step>

  <Step title="Choose a template (or start blank)">
    Default templates: Sprint, Editorial Calendar, Bug Tracker,
    Support, Launch. Each comes with columns + fields pre-configured.

    **Expected result:** board created with the template's columns,
    no cards yet.
  </Step>

  <Step title="Add cards">
    Click the `+` at the bottom of a column, or use the shortcut
    `⌘Enter` when hovering over the column.
  </Step>

  <Step title="Configure (optional)">
    Board settings → custom fields, WIP limits, automations,
    permissions.
  </Step>
</Steps>

## Automations

The board can move work for you. Set a rule once and it runs on every
card that meets it — examples:

* *"When a card moves to 'In Review', notify @reviewer"*
* *"When the due date passes and the card isn't in 'Done', mark it urgent"*
* *"When a card is created, assign the default owner = whoever created it"*
* *"When a card moves to 'Done', archive it after 30 days"*

Configured in **Board → Settings → Automations**. No code —
condition → action, IFTTT-style.

## Audit

Every change to a card / column is recorded in the history:

* `card_created` / `card_moved` / `card_archived`
* `column_created` / `column_renamed` / `column_reordered`
* `field_updated` (which field, value before/after)
* `comment_added` / `attachment_uploaded`

Who did it + when + payload of the change. Append-only audit.

## Next steps

<CardGroup cols={2}>
  <Card title="Folders" icon="folder" href="/en/features/pastas">
    Where boards live.
  </Card>

  <Card title="Tasks (mine)" icon="list-check" href="/en/dashboard/overview">
    Consolidated view of cards assigned to you, across boards.
  </Card>

  <Card title="CRM (pipelines)" icon="users" href="/en/features/crm">
    The other type of "board" — lead pipelines.
  </Card>

  <Card title="Routines" icon="rotate" href="/en/features/rotinas">
    For creating cards automatically on a schedule.
  </Card>
</CardGroup>