Boards

EvoHub Board is a Kanban board for your team's work: lists you drag cards between, with one extra rule an engineering team needs. If you want it, work cannot reach the done list until someone other than the people doing it has approved it. This page covers creating boards, working with cards, the review gate, who can see a board, and the archive.

Boards live under Board in the EvoHub console. A board holds lists, and lists hold cards. There is no project layer: the board is the project.

#Create a board

#Templates

Templates already mark the right lists as the review list and the done list. You can change that afterwards.

#Lists

• Add a list: click Add a list at the end of the board, type a name and click Add list.
• Reorder lists by dragging them by their handle.
• From a list's menu: Rename, set what the list is for (An ordinary list, The review list or The done list), choose a Celebration…, or Archive list.

Archiving a list archives all the cards in it. See The archive.

#The done list

Mark one list as The done list to tell EvoHub that cards there are finished. A card that reaches it gets a Completed badge, and it is archived automatically after a while. See Auto-archive.

#Celebrations

A list can play a short effect when someone drops a card into it: Confetti, Hearts, Sparkles, Fireworks, Balloons, Bubbles, Petals, Applause or A ring of light, or Nothing. It plays once, only on the screen of the person who moved the card, and not at all if their device is set to reduce motion.

#Cards

Click Add a card at the top or bottom of a list, type a title ("What needs doing?"), and press Enter. Drag cards within a list or to another list. Cards never move between boards.

Click a card to open it. A card can have:

To archive a card, open its options menu and choose Archive card.

#Comments

You can edit and delete your own comments; an edited comment is marked "edited". People whose role can manage boards (board:board:write) can also delete anyone's comment, but nobody can edit someone else's.

#Labels

Labels belong to the board, so the same label can go on many cards. Create them from a card's Labels section with New, or on the board's Labels page with New label. Label names are unique on a board, ignoring case. Deleting a label removes it from every card.

#Find cards

Use Search cards… at the top of the board to search card titles. You can also type a card reference, such as DEV-42, or just its number.

Click Filters to narrow the board by label, by due date (Overdue, Due today, Due this week, No due date or Between two dates…), or by when cards were created. Clear all removes the filters.

#The review gate

The review gate makes sure work is checked by someone other than the people who did it before it counts as done. It is opt-in: a board only has a gate if one of its lists is marked The review list.

How it works:

1. When a card enters the review list, it is In review (pending).
2. A reviewer opens the card and clicks Approve, or Send back with a note on what needs doing.
3. An approved card can move to the done list. If the board has a review list, a card cannot enter the done list without approval.
4. Send back returns the card to the list it came from, and the note is added to the card's comments.

The rules:

• An assignee cannot approve their own card. Anyone else with review permission can, including the person who created it. If you try, the console explains: "You cannot approve work assigned to you."
• A card with no assignees can be approved by anyone with review permission.
• Sending a card back is not restricted the same way: assignees can pull back their own work.
• A card that is in review cannot be moved out of the review list except by approving or sending it back.
• If an approved card is moved back to an ordinary list, its approval is cleared and it needs reviewing again.
• While you drag a card, lists it cannot enter say why: "Needs review first" or "Waiting for review".

Approving and sending back need board:review:write. Choosing which list is the review list or the done list needs both board:review:write and board:board:write.

#Who can see a board

A board decides who sees it. What people can do on it comes from their organization role.

Owners and Admins can see every board, including private ones.

#Share a board

Open the board's Members page:

• Add member: choose a person and click Add to board. They can now see the board.
• Share with a team: pick a team. Everyone in it can see the board. Use Unshare to undo.
• Remove someone from the board from their row.

Members of the board's own team are listed as Via team. Adding people needs board:member:write.

To change a board's name, description or visibility, open its Settings page and click Save changes. That needs board:board:write.

#The archive

Cards leave a board through the archive, whether you archive them by hand, archive their list, or they are archived automatically. Open the board's Archive page to search archived cards and Restore any of them to the board.

#Auto-archive

Cards that sit in the board's done list are moved to the archive on their own after a number of days. Set it under Archive after on the board's Settings page: between 1 and 365 days (365 is the default). It cannot be turned off. Only the done list is affected; cards in other lists are never archived automatically, however old they are.

#Retention

Archived cards stay readable and restorable for two years. Two years after being archived, a card is deleted for good, with its comments, checklist and history.

#Archive a board

Boards are archived, not deleted. On the board's Settings page, click Archive board and confirm. The board disappears from everyone's list of boards. Its lists, cards and comments are kept, but there is no way back to it from the console.

Only Admins and Owners can archive boards (board:board:delete). Members see the button disabled with the note "Only admins can archive boards".

#Live updates

Everyone looking at a board sees cards and lists change as others work, without reloading.

#Permissions

Viewers can see boards that are visible to them but cannot change anything. See Roles and permissions.

#Related

• Retro boards
• Organizations and teams
• Roles and permissions