Boards — plan the week

Kanban boards for who-does-what, with linked procedure notes, attachments, comments, and cards that spawn on a schedule.

Updated Jul 26, 2026

Operations → Boards

Boards are for work that isn't an appointment: the equipment check, the reorder run, the campaign that needs drafting, the room that needs deep-cleaning before Friday.

Create a board

New board starts you from one of three shapes, or a blank one:

Treatment room ops — daily clinical workflow, appointments through follow-up
Campaign planning — a marketing pipeline across ideas, drafts, scheduled, live
Personal todo — a private board only you can see

Every board starts with four columns — Backlog, In progress, Blocked, Done — and you can rename, recolour, reorder, add, or delete columns afterwards.

Who can see a board

Private — only you
My team — you and everyone who reports into you, direct and indirect
Org-wide — everyone in the workspace

Assignees always see cards they're on, whatever the board's visibility. Assigning someone to a card on a private board does not hide the card from them.

Cards

Drag cards between columns to move them. A card holds:

Title and body
Assignees — the card then shows up on their My cards tab
Due date — the card shows Today, Tomorrow, In N days, or Overdue with the date
Linked notes — attach a procedure note so the SOP travels with the work
Attachments — images and PDFs, up to 10MB each. One can be set as the card's cover.
Comments — a thread on the card, editable and deletable by the author

My cards

The My cards tab on the boards page collects every card you're assigned to, across every board. It's the "what's on my plate" view — start there rather than opening boards one at a time.

Recurring cards

For rituals that happen on a rhythm — weekly cleaning, monthly equipment checks, quarterly stock takes — set up a recurring card instead of remembering to create one.

Recurrences run daily, every N days, weekly on chosen days, or monthly, each at a set time. The list shows the next run and how many times it has fired.

You can pause a recurrence, activate it again, or spawn a card now if you want one ahead of schedule.

Deleting a recurrence stops future cards. Cards it has already spawned stay where they are — deleting the rule never retroactively removes work someone may already have started.

Deleting a column

Deleting a column deletes the cards inside it. The confirmation tells you how many cards will go. If you want to keep them, drag them into another column first.

A note is the reference — how the equipment check is done. A board card is the instance — this week's equipment check, assigned to Sam, due Friday. Link the note to the card and the person doing the job has the instructions in front of them.