---
title: "Boards"
slug: workspace/boards
url: https://projectri.com/docs/workspace/boards
section: workspace
audience: workspace
app_route: "/[slug]/[user]/board"
permissions: [board.view, board.create, board.update, board.delete, board.share]
mobile: "/boards"
updated: 2026-09-08
source: Projectri documentation
---

# Boards

Every whiteboard you can reach, with filters, a trash tab, card actions and a template-first create dialog.

![Boards](https://projectri.com/docs-shots/workspace-boards.png)

## What it is

Boards are infinite whiteboards for planning, retros and diagrams — and everyone
on a board sees every change live. This screen lists every board you can reach:
your own, anything shared with you, and anything the workspace publishes.

## How to get there

Boards is in the main navigation. The list needs `board.view`. **New board**
appears only if you hold `board.create`. Editing a board needs `board.update`,
trashing and deleting need `board.delete`, and sharing needs `board.share`.
Boards are part of the core tier — there is no plan gate and no cap on how many
you can make.

## How to use it

### Find a board

1. **Search boards…** filters on title and description.
2. The dropdown filters between **All boards**, **Created by me**, **Shared with
   me**, **Pinned** and **Trash**. Only **Trash** reloads from the server.
3. **Project** narrows the list to boards filed under one project.
4. Pointing at a card starts loading it before you click, so opening feels
   instant.

### Create a board

1. Press **New board**.
2. **Name** it — left blank it saves as *Untitled board*.
3. Pick a **Template**. Six are offered inline (**Blank board**, **Brainstorm**,
   **Flowchart**, **Sprint retrospective**, **KPI dashboard**, **Impact / effort
   matrix**) and **Browse all** opens the full gallery.
4. Choose an **Icon** and a **Colour** for the card.
5. Pick **Projects**. The board shows up in every project you pick, and the first
   one is the primary.
6. Set **Who can reach it** — **Workspace** (anyone in the workspace can edit) or
   **Private** (only you, until you share it).
7. **Create board** opens the new board straight away.

If a project was selected in the list filter, the dialog pre-fills it.

### Act on a card

The **…** menu offers:

- **Pin to top** / **Unpin**
- **Rename** — only if you can edit the board
- **Duplicate** — the copy is titled *"… (copy)"* and shows a placeholder card
  while it is being made
- **Move to trash** — owner only, and asks *"You can restore it from the trash
  tab."*

In the trash view: **Restore**, and **Delete forever** which asks *"This cannot
be undone."*

Each card shows the item count, when it was last edited, its project, and a pill
saying whether you are **Owner**, **Can edit** or **View only**. A globe means
the public link is live; a lock means the board is private.

## What it affects

- **Filing under projects.** A board appears on the boards tab of every project
  you file it under. The first project is the primary and is what the card names,
  with `+N` for the rest. Filing changes nothing about who can open it.
- **Duplicating carries the content, not the access.** The copy has no shares and
  no public link, even if the original had both.
- **Trash hides a board everywhere.** A trashed board disappears from the list,
  from its projects, from its public link and from its live session, not just
  from this screen.
- **Nothing purges the trash.** A trashed board stays restorable until somebody
  deletes it forever.
- **A private board is private from administrators too.** Being an admin of the
  workspace does not open a board nobody shared with you.

## On mobile

The phone has a **Boards** list. Opening one lands in a read-only viewer with
pinch-to-zoom and pan; creating and editing stay on the web, which the empty
state says plainly rather than letting you find out by tapping a shape.

## Limits and gotchas

- The list returns at most **200** boards.
- **Created by me** and **Shared with me** split the list by who owns the row.
- Switching filters cancels a slower in-flight request, so a fast tab change
  cannot leave you looking at the previous filter's results.
- The card's role pill is the board's access, not your workspace role — an admin
  can hold **View only** on someone else's board.

## Related

- [Using a board](/docs/workspace/board) — the canvas itself.
- [Projects](/docs/workspace/projects) — where a filed board also appears.
- [Exports](/docs/features/exports) — a board exports as PDF only.

## Related

- [Using a board](https://projectri.com/docs/workspace/board.md): The whiteboard canvas — sticky notes, shapes, connectors, drawings, tables with formulas, charts, images and embedded records, edited live by everybody at once.
- [Projects](https://projectri.com/docs/workspace/projects.md): The project list and the project itself — its people, milestones and progress, its tasks as a table, board, timeline or roadmap, and its documents, boards and meetings.
- [Exports and downloads](https://projectri.com/docs/features/exports.md): What you can take out of Projectri, in which formats, who is allowed to, and what a download deliberately leaves behind.