Create Your First Board
Set up a project board with Kanban columns and start tracking work
Boards are the heart of Spedy. Each board represents a project, product, or area of work. Inside a board you will find a Kanban view for visualizing progress, tickets for tracking individual pieces of work, and a flexible set of statuses to match your workflow.
What is a Board?
Think of a board as a dedicated space for one project or team. It keeps everything organized in one place -- all the tickets, statuses, and team assignments related to that project. You can create as many boards as you need, one for each project, product, or initiative.
Create a New Board
To create your first board, navigate to the boards section in the sidebar and select the option to create a new board. You will need to provide:
- Board Name (required) -- A descriptive name for your project, like "Customer Portal" or "Mobile App".
- Description (optional) -- A brief summary of the board's purpose or scope.
- Teams (optional) -- Select one or more teams to grant access to this board. Default teams are pre-selected automatically.
A board key (short prefix like CS or APP) is automatically generated from the board name. This key is used for ticket numbering -- for example, tickets in a board with key CS will be numbered CS-1, CS-2, CS-3, and so on. These ticket numbers make it easy to reference specific issues in conversations, commits, or documentation.
Default Statuses
Every new board comes with a set of default statuses that represent stages in a typical workflow:
| Status | Category | Purpose |
|---|---|---|
| Backlog | Planning | Work that has been identified but not yet scheduled |
| Todo | Active | Work that is ready to be picked up |
| In Progress | Active | Work that someone is actively doing |
| Blocked | Blocked | Work that cannot continue due to a dependency or issue |
| Done | Final | Work that has been completed |
These statuses appear as columns in the Kanban view. You can drag and drop tickets between columns to update their progress.
Customize Your Statuses
The default statuses work well for most teams, but you can customize them to match your own workflow. From the board settings, you can:
- Add new statuses to represent additional stages, such as "In Review" or "QA Testing".
- Rename existing statuses to use terminology your team prefers.
- Reorder statuses to reflect the sequence of your process.
- Remove statuses that do not apply to your workflow.
Each status belongs to one of four categories -- Planning, Active, Blocked, or Final -- which determines how Spedy groups and reports on your work. Statuses are managed at the organization level under Settings > Statuses, and can be enabled or disabled per board.
The Kanban View
Once your board is created, you will see the Kanban view. This is a visual representation of your workflow where each column is a status and each card is a ticket. You can:
- Create tickets directly from the board by clicking the add button on any column.
- Drag and drop tickets between columns to update their status.
- Click on a ticket to open its full detail view with description, comments, attachments, and more.
Ticket Types
When creating tickets, you can choose from three built-in types to categorize the work:
- Feature -- A new capability to build.
- Bug -- Something that is broken and needs fixing.
- Epic -- A large body of work that can be broken down into smaller tickets.
Organizations can also create custom ticket types to match their own workflow needs.
Next Steps
Your board is set up and ready for work. Now bring your team in so everyone can collaborate.