Boards: create, share, labels

What a board is

A board in Work tasks is one list of tasks, shown as four status columns or as a table. Each board has:

• a name, unique among the active boards of the same company or project;
• a fixed attachment: your company, or one project;
• a visibility: private (only the people you add) or open (everyone in the company, or everyone on the project team);
• a member list, where each person is an Owner or a Member with an access level;
• its own labels and its own task numbers (#1, #2, …). A task belongs to exactly one board at a time; it can be moved, but never sits on two boards.

Typical boards: one per project area or team ("Rough works", "Finishing works", "Design coordination"), one for the site manager's walk-round remarks, or a company board for office matters such as permits, insurance and tenders.

Company boards and project boards

Sharing a board never adds anyone to the company or to the project team. A person who is not an employee or not on the project team cannot be added to the board.

How to create a board

1. The Board name (Име на дъската) field, required, for example "Finishing works".
2. The Attach to (Прикачи към) list: your company, or "A project · {project name}"; the hint below reminds you that the attachment is permanent.
3. The Visibility (Видимост) list: Private — only people you add or Open to everyone at {company} / Open to the whole project team; the line below explains who will see the board.
4. The Create (Създай) button creates the board; it stays disabled until you enter a name.

To create a board in Work tasks:

1. Open Work tasks (Работни задачи) from the company sidebar or the project sidebar.
2. Click the board switcher at the top of the page, then New board (Нова дъска). If the scope has no boards yet, click Create your first board (Създай първата дъска) on the empty page.
3. Enter the Board name (Име на дъската), up to 255 characters.
4. In Attach to (Прикачи към), choose your company or a project. On a project page the project is preselected. The list offers only projects you are on.
5. In Visibility (Видимост), choose Private — only people you add (Частна — само за добавени хора) or the open option for the chosen company or project.
6. Click Create (Създай). The message "Board created." (Дъската е създадена.) appears and the new board opens.

You become the board's owner. A new board starts with seven labels in your app language: BoQ, Offers, Contracts, Design, Construction, Finance and Documents (in Bulgarian: КСС, Оферти, Договори, Проектиране, Строителство, Финанси, Документи). They stay in that language for everyone who opens the board.

If the name is already used by an active board in the same company or project, the dialog shows "A board with this name already exists here." (Вече съществува дъска с това име тук.) and keeps your input. An empty name shows "Name is required." (Името е задължително.).

Visibility: private or open

The owner can change the visibility later in Board access. An open board cannot exclude one person: to restrict who sees the board, switch it to Members only and add the people who should keep access. A private project board can still only include people who are on the project team.

Owners, members and access levels

A board must always keep at least one owner. Trying to remove the last owner shows "A board must keep at least one owner." (Дъската трябва да има поне един собственик.).

How to share a board

1. The Visibility (Видимост) cards: Members only (Само членове), "visible only to the list below", and Open (Отворена), visible to the whole company or project team.
2. The Add member (Добави член) search field, which offers only people from the board's company or project team.
3. A member row with the name, e-mail and role; here the owner (· Owner), listed under the name of their company.
4. The access level of the member. The owner always has Can edit; for any other member it is a picker (Can edit, Can comment, Can view) with a Remove (Премахни) action next to it.

To share a board in Work tasks (owners only):

1. Open the board, click the board switcher at the top of the page and choose Sharing (Споделяне). The dialog Board access (Достъп до дъската) opens. For non-owners the action is grayed out.
2. Optionally change the Visibility card between Members only and Open.
3. In Add member (Добави член), type a name and pick the person, then click Add member. The person is added with Can edit, and "Member added." (Членът е добавен.) appears.
4. To lower or raise someone's rights, open their access level picker and choose Can edit, Can comment or Can view. "Access changed." (Достъпът е променен.) confirms it.
5. To take someone off the board, click Remove (Премахни) on their row.
6. Click Done (Готово) to close the dialog.

Each person you add receives an e-mail "You were added to the "{board}" board" (in Bulgarian: "Добавени сте в дъска „{board}“") with an Open board button. The e-mail is in the language saved in the recipient's profile (Bulgarian or English), or in Bulgarian when none is saved. Removing someone sends no e-mail. If you remove a person who is assigned to tasks, they stay the assignee, and the tasks show "No longer has access" (Вече няма достъп) next to their name.

How to manage labels

1. The list of the board's labels with their colors.
2. The Edit (Редактирай) and Delete (Изтрий) controls of a label.
3. The Add label (Добави етикет) area with the New label… (Нов етикет…) field.
4. The color swatch, which opens Pick a colour (Избери цвят), and the Add (Добави) button.

Labels belong to one board. They help you group tasks across statuses, for example by trade, by area of the building or by "waiting for" reason, and they are a filter in the board and table views. To manage them in Work tasks:

1. Open the board, click the board switcher and choose Labels (Етикети). The action is available to the owner and to members with Can edit, and only when one board is open (not in "All tasks").
2. To add a label, type its name in New label… (Нов етикет…) under Add label, pick a color and click Add (Добави). "Label created." (Етикетът е създаден.) confirms it.
3. To rename or recolor a label, click Edit (Редактирай) on its row, change the name or the color, and click Save (Запази).
4. To delete a label, click Delete (Изтрий) on its row. BuildColab asks "Remove this label from {count} tasks? The tasks themselves are kept." (Да се премахне ли този етикет от {count} задачи? Самите задачи се запазват.), with the number of tasks that use it. Click Delete to confirm.

Label names must be unique on the board: a duplicate shows "A label with this name already exists on this board." (Вече съществува етикет с това име в тази дъска.), and an empty name shows "Enter a label name." (Въведи име на етикета.). When you move a task to another board, only labels with the same name on the target board are kept.

How to rename a board

1. Open the board, click the board switcher and choose Rename (Преименувай). Only the owner can do this.
2. In the Rename board (Преименувай дъската) dialog, enter the new name and save. "Board saved." (Дъската е запазена.) confirms it.

Renaming changes only the name; the attachment, members, labels and tasks stay as they are.

How to archive and restore a board

1. Open the board, click the board switcher and choose Archive (Архивирай). Only the owner can do this.
2. Confirm "Archive the board "{board}"? It is kept and can be restored from the archived list." (Да се архивира ли дъската „{board}“? Тя се запазва и може да бъде възстановена от архива.) with Archive board (Архивирай дъската).
3. The board disappears from the switcher and from the "All tasks" view, and its tasks become read-only. Nothing is deleted.
4. To bring it back, click the board switcher, choose Archived boards (Архивирани дъски), and click Restore board (Възстанови дъската) next to it.

If an active board has taken the archived board's name in the meantime, restoring shows "A live board already uses this name. Rename it, then restore." (Вече има активна дъска с това име. Преименувайте я и опитайте отново.). Rename the active board first. When there are no archived boards, the dialog shows "No archived boards." (Няма архивирани дъски.).

Board switcher and board menu reference

1. All tasks (Всички задачи), "every board you have access to", which shows tasks of all boards in the current scope.
2. The group of the current project with its boards. On a company board the list starts with the Company (Организация) group, followed by one group per project.
3. New board (Нова дъска).
4. The board actions Sharing (Споделяне), Labels (Етикети), Rename (Преименувай), Archive (Архивирай); actions you are not allowed to use are grayed out.
5. Archived boards (Архивирани дъски), always available.

Common questions

Related

• Task boards
• Tasks: details, subtasks, comments, activity
• Project team and access
• Meetings