Manage boards

How to get there: Settings → Boards, under Content & workflow.

Create and organize boards

Click Add board, choose one board type, then click Create board. Each submission creates one board. Configure that board before adding another.

Drag boards in the settings list to reorder portal navigation. The first board is the portal homepage. Use each board’s ··· menu for its available actions.

Board settings and public appearance

These are two different editing surfaces:

  • Board settings controls the menu entry, statuses or topics, submission form and defaults, and access rules. The available sections depend on the board type.
  • Customize public view, above an open board, controls the page heading and description, layout, submission button placement, visible filters, post details, and interactions. Save changes to apply them to the customer view.

Use Preview as customer to inspect the public view. The preview banner provides Public board settings and Return to Admin.

Statuses and topics

Configure the statuses or topics used by the board in Board settings. Roadmap columns determine where posts are displayed. Knowledge base topics group articles; the admin view lets you move articles and create a new post within a topic.

Submission form and defaults

Portal defaults live at Settings → Forms & fields → Form defaults. In Board settings → Submission form (or Post defaults for a changelog or knowledge base), the summary shows the values currently inherited from the portal.

Enable Customize form text and access to set this board’s anonymous-posting permission, button label, title and description labels, instructions, and success message. The board then uses its own values. Reset to portal defaults restores inheritance.

Categories have a separate Limit categories for this board control. Choose the allowed categories and default category there. Manage the category library at Settings → Content organization → Categories. Configure structured post types under Settings → Forms & fields → Post types & fields.

The visible submission button and form placement are under Customize public view → Submit feedback. They control presentation, not access permissions.

Public post details and interactions

In Customize public view → Post details, choose which status indicators, excerpts, vote counts, comment counts, and category labels visitors see. Available controls vary by board type.

Interactions controls voting, commenting, social sharing, and changelog reactions or inline comments. Displaying a count is separate from allowing the action itself.

Changelog Layout offers Cards or Timeline and optional grouping by month, version, or release. Split large groups by category controls whether large groups are subdivided.

Sorting and filters

Use Customize public view → Sorting & filters for public filter visibility and default sorting. These settings do not remove admin filters or underlying post data. See Manage filters and sort.

Width

Public boards use a recommended width automatically: changelogs use 800px, other board indexes and knowledge base topics use 1080px. Roadmaps with more than five columns expand automatically. Knowledge base articles use their own wider layout.

For a special layout, open Board settings → General → Advanced: content width and set Public board width, such as 800px or 100%. Leave it empty to use the recommendation. Existing custom portal widths are carried over to the boards during the upgrade, so those custom layouts are preserved.