Boards
Boards are the main places where work happens inside a workspace. Use a board for a client, product area, campaign, service queue, launch, or any other stream of work that needs its own surface.
In Kanera, boards belong to a workspace. They share that workspace's lists, labels, custom fields, members, guests, and automations. This keeps related boards consistent while still giving each stream of work its own cards and conversations.
Open board settings
- Open the workspace.
- Go to Workspace settings.
- Choose Boards.
The Boards settings page has two sections:
- Groups: organize boards in the sidebar.
- Boards: create, rename, reorder, group, style, or delete boards.
What boards are for
A board should represent a meaningful stream of work, not a one-off status or category.
Good boards are usually named after:
| Board type | Examples |
|---|---|
| Client or account | Northstar Launch, Brightlane Retainer, Acme Onboarding |
| Team or function | Engineering, Support Queue, Marketing Requests |
| Product area | Roadmap, Integrations, Mobile App |
| Repeatable process | Hiring Pipeline, Content Calendar, Release Planning |
| Operational queue | Procurement, Facilities, Internal Requests |
Because lists and fields are shared across the workspace, boards work best when they follow the same general workflow.
Create a board
Use the board creation row in Workspace settings -> Boards.
- Enter the board name.
- Click Add board.
New boards are created with workspace visibility. If your plan has a board limit and the workspace has reached it, Kanera disables board creation and shows a plan-limit message.
Rename a board
Click the board name in the Boards list to edit it.
- Press Enter or click away to save.
- Press Escape to cancel.
Use names that make the board easy to recognize in navigation, search, internal links, and assigned-work views.
Reorder boards
Drag boards by the grip handle to change their order.
Board order affects how boards appear in workspace navigation and board pickers. Put the boards people use most often near the top.
Group boards
Groups organize boards in the sidebar. They do not change the cards, lists, labels, fields, or permissions inside a board.
Use groups when a workspace has enough boards that a flat list becomes hard to scan.
Good group examples:
| Workspace | Groups |
|---|---|
| Client Delivery | Active Clients, Onboarding, Completed |
| Product Team | Planning, Delivery, Maintenance |
| Marketing | Campaigns, Content, Requests |
| Operations | Internal Services, Vendors, Admin |
Boards without a group stay listed directly under Boards.
Create and manage groups
Use the Groups section at the top of Workspace settings -> Boards.
To create a group:
- Enter a group title.
- Click Add group.
You can also:
- Click a group title to rename it.
- Drag groups by the grip handle to reorder them.
- Delete a group when it is no longer useful.
Deleting a group does not delete its boards. Boards in that group move to Ungrouped.
Assign a board to a group
Each board row has a group selector.
- Find the board in the Boards list.
- Open the group selector.
- Choose a group, or choose Ungrouped.
Use groups for navigation clarity. If you need to separate access, reporting, or workflow rules, create a separate workspace instead.
Set board icons
Each board can have its own icon. Icons make boards easier to recognize in the sidebar, board pickers, card links, and other workspace views.
To change a board icon:
- Find the board in Workspace settings -> Boards.
- Open the icon picker.
- Choose an icon.
If a board has no custom icon, Kanera uses the default board icon.
Choose icons that describe the board's purpose:
| Board | Icon idea |
|---|---|
| Support Queue | Headset, inbox, or alert icon |
| Roadmap | Chart, route, or rocket icon |
| Content Calendar | Calendar, pencil, or broadcast icon |
| Client Onboarding | Briefcase, users, or checklist icon |
Set board colors
Each board can also have an icon color. The color appears with the board icon anywhere Kanera shows the board.
To change a board color:
- Find the board in Workspace settings -> Boards.
- Open the color picker.
- Choose a color, or clear the color to fall back to the workspace accent color.
Use colors sparingly. They work best when they help people recognize a category at a glance.
Good color patterns:
- Use one color family for active client boards and another for internal boards.
- Use stronger colors for urgent queues, such as support or incident boards.
- Use neutral colors for archive-like or reference boards.
- Keep similar boards visually similar so the workspace does not become noisy.
Delete a board
Deleting a board permanently deletes the board and all its cards.
Kanera asks for confirmation before deleting a board. Use this carefully. If the board contains historical work that people may need later, consider whether it should stay available instead.
Good board design
Create a board when the work deserves its own place to plan, discuss, and review.
Avoid creating boards for every small status, label, or temporary slice of work. Lists, labels, custom fields, and filters are usually better for those.
Keep boards inside the same workspace when they should share the same process. Use a different workspace when the workflow, access model, guests, or reporting context should be separate.