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Title

Comments

Platform tags and caption notes need a one-time database update: run supabase/schema_v8_social.sql in Supabase → SQL Editor.

Category

Status

Show this to the client in their Client Portal

Team Approval needs a one-time database update: run supabase/schema_v56_approval_workflow.sql.

Priority, environment, time tracking, Git links, and dependencies need a one-time database update: run supabase/schema_v11_dev_features.sql in Supabase → SQL Editor.

Linked tickets need a one-time database update: run supabase/schema_v52_task_links.sql.

Due date

Repeat, checklists, and attachments need a one-time database update. See FEATURES_V2_SETUP.md.

Repeat Checklist

Attachments

Tip: on a computer you can also just press Cmd/Ctrl+V anywhere in this window.

Images, videos, PDFs, and documents up to 50MB each.

Video workroom

Start a private call for this ticket and share an expiring invite.

Task templates

Save this whole ticket (title, notes, checklist) to reuse for repeat work.

Post preview

Rough mockup only - actual layout varies by platform and device.

AI brief for this board

Paste a client's content brief, tone guide, contact info, or any standing instructions once. Every "Ask AI" message on this board follows it from then on, no need to repeat it in the chat.

Bulk import

One task per line. Each line understands the same shortcuts as quick-add: "tomorrow", a weekday, or #work.

Waiting on

Things blocking you that depend on someone else - separate from your own tasks, since these aren't something you can just go do.

Commitments

Promises you've made to someone - kept separate so an important one never quietly slips by looking like just another task.

Preview

Share to

Marketplace

Publish a profile describing what you do, get discovered, get contacted, and once payouts are set up, get paid and booked with escrow held by Boardly until you confirm the work is done.

Display name

Headline

Bio

Skills (comma-separated)

Rate range

Location

Portfolio link

Availability

Services (shown as a menu on your public profile)

Publish this profile to the public directory

Resume Queue

Everything you've snoozed, across every board, soonest first, with your own trail of where you left off.

Memory Vault

Search everything you've ever written in Boardly: tasks, decisions, client feedback, commitments, and what you're waiting on, across every board.

Routines

Things that repeat on a schedule, not a task with a deadline: a wake-up call, a daily habit, a weekly check-in.

People

Everyone you owe something to, or are waiting on, in one place.

Tidy up settled history

Dev Board

0 active tasks

Client Work

0 active projects

Content Calendar

0 active pieces

Care Rounds

0 active visits

Dispatch

0 active jobs

Classroom

0 active lessons

Roster

Add real students to a class, once. Grading turns into one row per student instead of one note on the whole lesson.

Grading rubrics

Build a reusable scoring template once (e.g. "Thesis /10, Evidence /10, Grammar /5") and attach it whenever you grade a lesson. Boardly adds up the points for you.

Control Tower

0 active deliveries

Done archive

0 completed total

Tidy up old ones

Decisions

Why something was decided, written down once while it's fresh, so nobody has to guess months later.

Idea Vault

Jot something down without committing to it. Nothing here ever becomes a task on its own - you decide when, if ever, with "Turn into task."

Idea Vault needs a one-time database update: run supabase/schema_v37_idea_vault.sql.

Public roadmaps need a one-time database update: run supabase/schema_v44_public_roadmap.sql.

Templates

Reusable ticket setups for work you do again and again. Save one from any ticket's edit screen ("Save" under Task templates), then create a fresh new ticket from it here any time.

Templates need a one-time database update: run supabase/schema_v38_task_templates.sql.

Timesheet

Hours by ticket, Monday through Sunday. Filled in automatically from each ticket's Start/Stop timer - use "Log time by hand" below for work that was never tracked live.

Timesheets need a one-time database update: run supabase/schema_v39_time_entries.sql.

Ticket	Mon	Tue	Wed	Thu	Fri	Sat	Sun	Total
Week total								0:00

Milestones

Real phases for this board - Discovery, Launch, whatever fits. Progress here comes only from tickets you've actually linked to a milestone (in a ticket's edit screen), never a guess.

Milestones need a one-time database update: run supabase/schema_v40_milestones.sql.

Playbooks

Procedures worth writing down once - "How we onboard a client," a lesson you teach every term. Different from a template: this is knowledge to follow, not a ticket to create.

Playbooks need a one-time database update: run supabase/schema_v42_playbooks.sql.

Autopilot

WHEN a ticket moves to a status, THEN Boardly does the routine follow-up for you - automatically, every time, no need to ask.

Autopilot needs a one-time database update: run supabase/schema_v47_automation.sql.

Forms

Build your own form with whatever fields you need. Publish it for a shareable link - every response becomes a new ticket on this board.

Forms need a one-time database update: run supabase/schema_v58_custom_forms.sql.

New form

Form name (for your own reference)

Description shown to whoever fills it out (optional)

New tickets from this form land in

Fields

Required

Responses

Every response to this form, each downloadable as its own PDF.

Proposals

Quote a prospective client with line items and a total, then send a link they can accept or decline. Not an invoice - Boardly doesn't process any payment here.

Proposals need a one-time database update: run supabase/schema_v59_proposals.sql.

New proposal

Title

Client name

Client email

Prepared by role (optional)

Intro message (optional)

Features, grouped by category (optional)

Currency

Line items

Total:

Why this price (optional)

Estimated timeline (optional)

Payment structure (optional)

Additional notes (optional)

Closing message (optional)

Documents

Write a real document - a brief, meeting notes, anything longer-form than a ticket's own notes - and download it as a PDF whenever you need to.

Documents need a one-time database update: run supabase/schema_v60_documents.sql.

Start from a template, or a blank page

Loading editor…

Activity

A real timeline of what's happened on this board - tickets created, completed, reopened, or assigned.

Activity needs a one-time database update: run supabase/schema_v48_activity_log.sql.

Good morning

Today's priorities

Focus

Start from a template

LEVEL UP

Level 2

Keep going.

Board cleared

Every ticket done. Enjoy the silence.

Board assistant

Ask me things like "what's overdue", "clear my done column", or "summarize today's board". I can see your current board's tasks and act on them.

Team chat

Team chat needs a one-time database update: run supabase/schema_v79_leader_role_and_chat.sql.

Review the plan

Nothing is created until you press Create. Uncheck anything you don't want.

Paid plan needed

See plans

Proofing

Click anywhere on the image to drop a numbered pin and leave feedback right on that spot.

To do

In progress

Done