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Next Boards — Documentation

Board settings

Every board has its own settings page. Open it with Board menu → Board settings.

Board admins can change everything here. Members and observers can open the page and read it; a note says that only board admins can change the settings.

The General tab of the board settings with the tab list on the left and the title, description and default view fields


The tabs

Tab What it holds
General The board's name, description and the view it opens in.
Workspace & visibility Who can see the board, and the workspace it belongs to.
Appearance The background behind the board and on its tile.
Members Who is on the board and in which role.
Stages The columns of the board, in order.
Labels Coloured tags for the cards of this board.
Custom fields Extra details every card of this board can hold.
Preferences Notifications, card numbers, aging and reminders for this board.
Archived items Cards and stages taken off the board.
Import / Export The board as JSON or CSV, and cards in from a CSV file.
Danger zone Actions that are hard to undo.

General

Setting Notes
Title, Description What the board is called and what it is for.
Default view Kanban, List, Calendar or Roadmap: the view the board opens with for everyone.

Workspace & visibility

Set the board to Private, Workspace or Public, and move it to another workspace. Both are explained in Workspaces.

If you are a board admin but not a member of the board's workspace, this tab is read-only for you: only workspace members can change who sees the board or move it.


Appearance

Pick None (plain), a colour or a gradient, or upload a Background image (PNG, JPEG, GIF or WebP). The image is shown darkened behind the board. Remove image goes back to a plain background.


Members

The Members tab of the board settings listing each member with their role, the date they joined and the add member field

  • Add a member: type a name, pick the person, choose Admin, Member or Observer.
  • Change a role with the menu in the member's row.
  • Remove member takes someone off the board. They are unassigned from its cards and from its checklist items.
  • Leave board in your own row removes you.
  • Transfer ownership hands the board to another member. The previous owner stays on as an admin.

The same list, without the ownership transfer, is in the Share dialog of the board.


Stages

The Stages tab of the board settings with each stage's colour, WIP limit and card count, and handles to reorder them

Reorder the stages by dragging, rename them, give each a colour and a WIP limit (empty or 0 for none), and archive or delete them. New stage adds one at the end.


Labels

Create, rename, recolour and delete the board's labels. Each label shows on how many cards it is used. Deleting a label removes it from those cards.


Custom fields

See Custom fields.


Preferences

Setting Effect
Notify members Whether this board creates notifications at all.
Show card numbers Shows each card's #number on the board.
Card aging Cards nobody has touched for a while fade out. Fade after (days) sets how long.
Default due reminder The reminder pre-selected when someone sets a due date on this board.

Archived items

Two lists: Archived cards and Archived stages.

  • Restore puts a card back in its stage, or a stage back on the board with its cards. If the card's stage is itself archived, you pick the stage to restore it into.
  • Delete permanently deletes a card, or a stage with every card in it, for good.

The same lists open from Board menu → Archived items.


Import / Export

See Import and export.


Danger zone

Action Effect
Archive board / Unarchive board Makes the board read-only and takes it off the boards list, or brings it back.
Duplicate board Makes a copy, with or without its cards and members.
Leave board Gives up your membership. You are unassigned from its cards.
Delete board Deletes the board and everything on it. Only offered on an archived board, and you type the board's title to confirm.

See also

All Extensions