Create a project board

Use saved project boards when a team repeatedly reviews the same slice of work.

Before you create the board

1. Decide the board's review purpose.
2. Choose the project that owns the work.
3. Review the project's workflow statuses.
4. Check whether the board needs custom fields before you build the card layout.
5. Write down the ticket types and statuses the board should include.

Examples:

Board	Purpose
Triage	Review new bugs, customer issues, and unclear work.
Standup	Review active work by owner, due date, and blocker.
QA review	Show work in review, blocked QA, and release validation.
Leadership	Show priority, owner, progress, due date, and risk signals.

Create the saved board

1. Open Projects.
2. Open the target project.
3. Select the Boards tab.
4. Select New board.
5. In Basics, enter:
   • Name: readable board name.
   • URL slug: stable short slug.
   • Description: what review this board supports.
6. Select Next.

Keep slugs stable after teammates bookmark or share the board.

Choose filters

1. In Filters, select the issue types to include.
2. Enable open work if the board should hide done-category tickets.
3. Select Apply filters to generate TQL.
4. Edit the TQL if the board needs a more specific rule.
5. Resolve any TQL diagnostics before continuing.
6. Select Next.

Useful examples:

type IN (task, bug, story, subtask) AND status_category != done

type = bug AND cf.severity IN (high, critical)

assignee = currentUser() AND status = open

Map columns

1. In Columns, rename each lane to the label reviewers should see.
2. Add workflow statuses to the lane with + Add status.
3. Map every status that must appear on this board.
4. If a column has more than one status, choose Cards dropped here become.
5. Add, remove, or reorder columns until the lane order matches the review conversation.
6. Leave statuses unmapped only when hiding them is intentional.
7. Select Next.

Hidden statuses

Tickets in unmapped statuses are hidden from that board. They still exist and can appear in list view, search, TQL results, and other boards.

Design the card layout

1. In Card layout, drag fields from Fields onto the grid.
2. Put the title or customer context near the top.
3. Add owner, priority, status, due date, progress, and any custom fields needed for the review.
4. Select each block to change label visibility, bold text, alignment, font size, and format.
5. Resize blocks with Wider, Narrower, Taller, or Shorter, or use the resize handle.
6. Select Preview card to check readability.
7. Select Next.

Do not show every field. A useful board card makes the next decision easier.

Preview and save

1. In Preview, select Refresh preview.
2. Review visible count, matching count, sample cards, and hidden-status warnings.
3. If the preview is wrong, go back to filters, columns, or card layout.
4. Wait a moment for the save button to enable.
5. Select Create board.
6. Open Tickets, select the same project, and choose the board from the board picker.

Verify the board works

1. Create or find a ticket that should appear.
2. Confirm the card appears in the expected column.
3. Move the card through a common workflow transition.
4. Confirm required fields and role restrictions behave as expected.
5. Ask a teammate who will use the board to scan it without opening cards.

Related guides: Configure board columns and filters, Design board cards, Create ticket visual indicators.