Working in a board
This help covers a board page: header, ticket views, search, global filters, creating and opening a ticket.
In in-app help, this context is called Tickets. It activates as soon as you open a board — not on the board list or the Favorite tickets page.
Prerequisites
- Access to a board (from the board list or a direct link).
- A workspace must be selected.
- Private board: you must be signed in and listed in the board’s access list.
- Public board: guest access possible; some actions are limited.
| Element | Condition |
|---|---|
| Board settings button | Permission to edit a board (otherwise hidden) |
| Ticket creation buttons | Board members: visible. Guest / anonymous: visible only if the board allows visitor creation |
| Actual check at creation | Verified in the New ticket dialog — see Create a ticket |
| List view | Hidden for anonymous users or board guests (even if the board enables it) |
Open the board
- Boards menu → click a board, or open from the Boards page.
- Direct link to a board (often includes the workspace in the address).
- Link with a ticket: opens the board then the ticket profile if access is allowed.
With no board loaded: No board selected message, illustration, and a selector to pick one.
Board header
Board selector
- Shows the current board; lets you pick another (favorites in the selector).
- On a public board as guest: read-only (cannot change board).
- Hidden in embed mode.
Change view
Views shown are those enabled on the board. On large screens (≥ 768 px): icon segment. On small screens: button opens Choose view.
| View | Tooltip / label | Role |
|---|---|---|
| List | List view | Ticket list (not available to anonymous / board guests) |
| Columns | Tickets by status | Columns by status (kanban) |
| Compact column | Compact column | Compact columns variant |
| Calendar | Calendar view | Tickets on a calendar |
| Map | Map | Tickets on a map |
| User | View by user | Columns by user |
The last view chosen is remembered per board and restored on the next visit.
Search
- Search bar (placeholder shown: Tickets).
- Filters non-archived tickets according to the active view.
- Fields typically included (by view): number (
#…), title, description, creator, assignee, equipment; some views (e.g. columns) also include tags. - The Map view does not receive the search term in the current display.
Global filters and sort
Visible only in Columns, Compact column, or User views.
- Click the Filter icon (badge = number of active filters; arrow = sort direction).
- Filter by: priority, user, tags, status (by context), equipment, presence of files.
- Sort (columns / compact views only) by: Creation date, activity / modification date, Priority. A second click reverses order.
- Global filters / sort are reset when you change boards.
Board settings
If you can edit a board: Board settings icon opens the edit dialog (statuses, views, access, etc. — not detailed on this page).
Create a ticket
Depending on the view and whether creation is allowed:
| View | Typical access |
|---|---|
| List | Create a ticket button (initial status = first board status) |
| Columns / compact | Add from a status column |
| User | Add from a user column |
| Calendar / Map | Add according to view interactions |
The detailed dialog is documented under Create a ticket.
Open a ticket
- Click a ticket in the view → ticket profile dialog opens.
- From a link with a ticket id: the profile opens automatically if the ticket belongs to the board and you have access.
- On failure (not found, wrong board, access denied): dedicated alert (e.g. Ticket not found, Access denied, Wrong board), then address cleanup.
The profile header and actions are documented under Ticket profile.
Public boards and guests
- Public access possible without being a workspace member.
- Anonymous with default name: dialog to choose a display name (or sign up / sign in), once per session.
- List view hidden; creation limited to the board’s anonymous permissions.
- Board selector read-only for public guests.
Embed mode
When the board is shown in an external page or embedded frame:
| Option | Effect |
|---|---|
| Embed mode | Hides the app header and board selector |
| Light / dark theme | Applies theme to the page body |
| Language | Forces interface language (French or English) |
What this page does not do
- List all boards or manage archives: Boards page.
- Favorite tickets: separate help context, not working in a board.
- Ticket creation / profile detail: Create a ticket and Ticket profile.
- Share / copy board URL: not exposed directly on this page (sharing is mainly in board edit).
In-app help
On an open board, the header help menu offers Tickets help (working in the board).
On the board list, help stays on the Boards page. On Favorite tickets, help matches that dedicated page.
To confirm with product
- Search placeholder shown as Tickets: confirm expected label in all languages.
- For members, the create button is always shown; refusal may happen in the dialog. Confirm whether the button should also be hidden without create permission, like for guests.
- Search: slightly different behavior by view (tags included or not; map view without text filter). Confirm whether unified search is desired.
- Copy / share board URL actions exist behind the scenes but are not visible on the page. Confirm whether a visible button is needed.
- In-app FAQ still mentions archives via the boards menu and creation with “project”: align with current flow (creation from views, ticket vs board archives).