Board View
Interactive kanban board for managing and organizing tickets with drag-and-drop functionality and comprehensive filtering options.
Overview
The board view displays your tickets in a visual kanban layout with columns representing different stages of your workflow. Each ticket appears as a card that can be dragged between columns to update its status.
Adding Tickets Manually
Tickets don't have to come from the widget — you can add them straight from the board. Every column has a + button in its header and an Add ticket button at the bottom of its card list. Both open the Add ticket dialog, pre-targeted at that column.
The dialog offers two ways to create a ticket:
Quick ticket
Type a title and description directly, like a note or task. Best for internal items, ideas from a call, or anything you just want on the board fast.
Use a form
Pick one of the board's forms and fill it in yourself. A clear title and short summary are generated automatically from the answers — just like a widget submission.
Manually added tickets have no customer attached and are marked as created from the dashboard.
Core Features
Ticket Management
- Drag & Drop: Move tickets between columns by dragging them to change status
- Priority Levels: Click priority badges (Low, Medium, High) to cycle through levels with color coding
- Ticket Titles: Every ticket gets an automatic title and summary — click the edit icon to rename one inline (see Ticket View)
- Ticket Details: Click any ticket card to open detailed view in a slideout panel
Column Organization
- Add Columns: Create new workflow stages with the "Add Column" button
- Column Management: Right-click column headers to rename, change colors, or reorder columns
- Public/Private: For feature request boards, toggle column visibility for public roadmaps
- Default Columns: Locked columns cannot be deleted or moved
Labels
Each board has its own set of labels — short coloured tags you put on tickets to group them however you like, independent of which column they're in.
- Manage Labels: Open the export/import menu in the board toolbar and choose Labels… to add, rename, recolour, or delete them
- On Tickets: Assign labels from the ticket's details panel; they appear as coloured chips on the card
- Colours: The ten colours match Trello's, so labels survive a move in either direction
- Deleting: Removing a label takes it off every ticket that used it
Search & Filtering
Text Search
- Search through ticket content and form data in real-time
- Located at the top-left of the board
Advanced Filters
- Priority: Filter by Low, Medium, or High priority tickets
- Email: Search tickets by submitter's email address
- Assignee: Filter tickets by assigned team member
- Form: Filter by the submission form used
- Labels: Show only tickets carrying every label you pick
Moving Tickets In and Out
The two-arrow button in the board toolbar opens a menu that covers the whole board, in this order:
- Export this board…: Download it as Trello JSON, a CSV spreadsheet, Markdown, or a full Yaplet backup
- Copy board for AI: Put the board on your clipboard as readable text, ready to paste into ChatGPT
- Duplicate this board: Copy the board with its columns, labels and tickets. This one needs the Board management right, and the entry is not hidden without it — clicking it then produces an error rather than a copy
- Import into this board…: Bring tickets in from Trello, a spreadsheet, or a Yaplet backup
- Labels…: Manage this board's label set
Import into this board… is the only way into the importer, but the dialog itself lets you send the contents to A new board instead of this one — so creating a board from a file still starts from a board you already have. A board made that way is always of type Custom.
Everyone Sees It Straight Away
Moving a card between columns, editing a ticket, deleting one and adding a comment all go through the server now, so a colleague with the same board open sees the change immediately instead of after a refresh — and the mobile app stays in step. A bulk import announces itself once, so an open board refreshes itself rather than flashing a notification for every imported ticket. All of these actions require the Tickets permission.
Archive System
- Show/Hide Archive: Toggle archived tickets visibility with the archive button
- Archive Column: View archived tickets in a dedicated column
- Bulk Archive: Archive all tickets in a column from the column menu
Board Sharing
- Public Roadmaps: Share feature request boards publicly through widget links
- Widget Integration: Generate unique URLs for each connected widget
- Copy Links: Easily copy shareable board URLs to clipboard
Each brand has at most one chat widget, so a board typically produces one shareboard link per brand it is shown on.
Workflow Controls
Column Operations
- Rename: Change column names to match your process
- Color Coding: Assign colors to columns for visual organization
- Reordering: Move columns left/right to adjust workflow sequence
- Bulk Actions: Archive or delete all tickets in a column
- Export this column: Download just this column's tickets as a spreadsheet, Markdown, or a Yaplet backup
- Copy column for AI: Put this column's tickets on your clipboard as readable text
Ticket Operations
- Priority Cycling: Click priority badges to rotate through levels
- Inline Editing: Edit ticket titles without opening details
- Visual Indicators: Unread tickets pulse with accent color
- Widget Logos: See which widget generated each ticket
Navigation
The board's name is the page title, and underneath it a pill strip holds Tickets · Forms · Settings. There is no settings gear and no back arrow — there is nothing to go back to. To move between boards, use the Tickets list in the sidebar.
- Tabs: Switch between the kanban, the board's intake forms, and its settings
- Keyboard Shortcuts: Use Enter to save title edits, Escape to cancel
- Click-and-Drag Scrolling: Grab any empty area of the board background and drag left or right to scan through columns — handy on wide boards, in addition to the scrollbar and trackpad