Boards

Track work with status columns, priorities and labels, and a list view that groups, sorts and edits many cards at once.

Boards track work as cards. Each column is a status, each card has a priority, and labels say which part of the work a card belongs to. Drag cards across columns on the board, or switch to the list to group, sort and change many cards at once.

Getting Started

Create a board from the sidebar. It starts with three columns:

  • To Do - work that hasn't started
  • In Progress - work underway
  • Done - finished work

Add a column with Add List, rename one by clicking its name, and drag a column by its handle to reorder it.

Cards

Each card has a ticket number, like BUG-45. The prefix is set per board in Board settings. Changing it renames every ticket on the board, old and new, and links written with the old prefix stop resolving.

Click a card to open it. From there you can:

  • Edit the title and description
  • Set the priority from the picker next to the title
  • Change its column from in list, next to the ticket number
  • Assign a member
  • Set a parent card, or see its child tickets and how many are complete
  • Add labels
  • Set or remove a due date
  • Attach files
  • Comment, and read the card's activity
  • Mark Complete
  • Move Card to another column or another board, or Archive it

A card moved to another board takes that board's next ticket number, so ENG-3 can arrive as OPS-12. Labels belong to a board, so the moved card doesn't show the labels it had.

Archived cards stay in Archived Cards in the board toolbar, and can be restored from there.

Columns Are Statuses

Every column has one of five statuses, shown as a glyph beside the column name:

  • Backlog - dashed circle
  • Todo - empty circle
  • In progress - half-filled circle
  • Done - check
  • Canceled - cross

To change a column's status, open the column's menu and pick one from Status. A board can have only one Done column: picking Done for a second column leaves that column's status as it was.

Done and Canceled close cards. Drag a card into a Done or Canceled column and it's marked complete. Drag it back out into an open column and it reopens. Moving a card between two open columns doesn't change whether it's complete.

Priority

Every card has one of five priorities:

  • Urgent - a filled square with an exclamation mark
  • High - three bars, all filled
  • Medium - three bars, two filled
  • Low - three bars, one filled
  • No priority - a dashed line

Set it from the priority picker next to the card's title. Cards with a priority show its icon beside their ticket number on the board.

Sort a board by priority. Boards keep your manual drag order by default. Click Manual in the toolbar to switch to Priority: each column then shows Urgent first and No priority last, and cards with the same priority keep their manual order. Click again to go back.

Labels

Use labels for the part of the work a card is about, like Billing, Pages or Mobile. A board then only needs a few status columns, and each card still shows what it touches.

  • Manage labels - Click Labels in the toolbar to create, edit, reorder or delete them. A label has a colour and an optional name.
  • Label a card - Open the card and add labels from its Labels section. A card can have more than one.
  • Delete a label - Click its bin icon and confirm. It's removed from every card that had it, and can't be undone.

Filtering

Click Filter to narrow the board by Priority, Assignee (including Unassigned) and Labels.

  • Choices in the same section match any of them: Urgent or High.
  • Choices in different sections must all match: Urgent or High, and labelled Billing.

While a filter is on, the toolbar shows how many cards match, such as "Showing 3 of 56 cards", and Clear all removes every filter. Filters and the priority sort live in the page's address. They aren't saved to the board and don't change what anyone else sees.

The same filters apply in Board and List view.

List View

Click List in the board toolbar to see every card as one row. Click Board to go back.

Each row shows:

  • Priority icon
  • Ticket number
  • Status glyph (hidden when grouped by status, since the group says it)
  • Title, struck through when complete
  • Labels
  • Due date, in red when overdue
  • Assignee
  • How long ago the card was last updated

Click a row to open the card.

Group and Sort

Click Display to choose:

  • Group by - Status, Priority, Label, Assignee, Epic (the card's parent), or None
  • Sort by - Priority, Updated, Created, or Manual

Groups show a card count. Click a group's header to collapse or expand it. A card with two labels appears under both when grouped by label. Status and priority groups are shown even when empty; label, assignee and epic groups only appear when they have cards.

Your view is remembered. Board or List, the grouping and the sort are saved for you on each board, so they follow you to other devices. Each person on the board has their own. Collapsed groups aren't saved.

Edit Many Cards at Once

Select cards in the list:

  • Cmd-click (Ctrl-click on Windows) a row to add or remove it
  • Shift-click to select every row between the last one you clicked and this one
  • Or tick the checkbox that appears when you hover a row

A bar appears with the number selected. From it you can set the Priority, move the cards to a column with Status, add or remove a Label, set the Assignee (or Unassigned), or Archive them. Every selected card changes, and each card's activity records it. Click × to clear the selection.

Selecting and bulk editing need edit access to the board.

On a Phone

On a phone or a narrow window, boards adapt:

  • Board view shows one column at a time. Pick the column from the menu at the top, which shows each column's card count.
  • List view keeps priority, ticket, status, title and assignee. Labels, due dates and last-updated are hidden to fit, and long titles are shortened.
  • Toolbar buttons show icons only, except Filter, and a card opens as a sheet that slides up from the bottom of the screen.

Filters, grouping and sorting work the same way.

Finding Cards

Click Search in the toolbar to find cards on this board by their title or description. Matching cards appear in a list under the search box, with the column they're in and, for a match in the description, the matching text.

From the CLI

The LumifyHub CLI can change cards from a terminal or a script. Cards are addressed by their ID, not their ticket number. lh board ls lists your boards and lh card ls <board-id> lists a board's cards.

lh card update <board-id> <card-id> --priority high        # urgent, high, medium, low or none
lh card update <board-id> <card-id> --label Billing --remove-label Pages
lh card update <board-id> <card-id> --archived             # --no-archived to restore
lh card comment <board-id> <card-id> -m "Fixed in #54"    # markdown
lh label ls <board-id>                                     # the board's labels

--label and --remove-label take a label's name or ID and can be repeated.

Common Uses

Bug tracking - Status columns, a priority on every bug, and a label for each area of the product. Group the list by priority to see what to fix first.

Content pipeline - Columns from idea to published, labels for each channel.

Sales deals - A column per stage, with Canceled for deals that fall through.