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Kanban boards

A board is a live kanban view over one sheet — every card is a real row, grouped into lanes by a select column. Dragging a card into another lane writes the underlying cell through the same path as a manual edit, so the change lands in the audit trail and downstream columns know they went stale. Nothing is copied: the board always shows the sheet as it is, and Refresh from the sheet pulls in the latest rows on demand.

Creating a board

From a workbook's sidebar or from a project space, choose New board: pick a Source sheet and a Stack by column. Any single select, multi select or classification column works — "each option becomes a lane". In a project space a board can also sit on a folder; you then pick the source sheet from anywhere underneath it.

Creation is instant and deterministic — no AI is involved: the column's options simply become the lanes. The default title joins the sheet and the stack column — "Deals · Stage" — and you can later change the title and description, pick the Card title column and choose the card fields.

Lanes

Lanes always mirror the stack column's live options, reconciled on every read:

  • Uncategorized — rows with no value gather in an implicit lane pinned first.
  • Add lane appends a new option to the select column. A board holds up to 30 lanes.
  • Rename lane rewrites the option — and every cell that used it.
  • Delete lane removes the option; its cards survive and move to Uncategorized.
  • Drag lane headers to reorder, or use Collapse lane to shrink one to a slim bar — both persist, and a collapsed lane still accepts drops.
  • Each lane carries one of six colors: accent, green, amber, red, blue or neutral.
  • Hide empty stacks removes lanes with no cards from view; the board header counts how many are hidden.

Cards

  • Drag a card between lanes to change its cell. On a multi-select board a card appears in every lane its values name.
  • The order you arrange cards in within a lane persists.
  • Add card at the bottom of a lane creates a real row with the lane's value pre-filled and opens it right away.
  • Customize cards picks the title column and up to 8 card fields — by default the sheet's first three columns.

The record view

Clicking a card opens a two-pane record modal: on the left, every displayable column as an editable field; on the right, the record's comment thread. The header offers Previous record and Next record, Print record, Add record and Copy record URL — the open record rides the URL as ?row=, so a copied link or a notification lands directly on it. Add field creates a real new column in the sheet without leaving the board.

Comments and @mentions

Each record carries a flat comment thread:

  • @mention an organization member and they get a bell notification that deep-links to the record.
  • Attach up to 5 files or images per comment.
  • Cards show a comment-count badge, so active discussions are visible from the board.
  • Ask AI about this thread answers questions over the discussion — "Summarize this discussion", "What are the next steps?" — inline and "Only visible to you"; nothing is saved to the record.
  • Members with the Viewer role can read threads but not post.

Filters

Filter runs server-side over the full row values — any column of the sheet, not just the fields shown on cards. Ten operators are available: contains, does not contain, is, is not, is empty, is not empty, greater than, at least, less than, at most. The numeric operators understand formatted values, so "1 200,50 zł" compares as a number. Combine up to 20 conditions, flat or in one level of groups, each joined with And or Or; the header reports how many cards the filter hides.

You can also describe a filter: type what you want into "Describe what you want to see" and hit Build filter — AI turns a description of up to 1,000 characters into a filter over the board's real columns.

The AI filter only proposes

Describe-a-filter never applies anything on its own. It fills the filter panel with the conditions it derived, and you review them and apply — or adjust them first.

Separately, Find cards (⌘F) is an instant, client-side quick find across the cards already on screen.

Boards in chat

Chat carries seven board tools: it can create a board — deterministically, by the same rules as the dialog — read one, update its settings, list the boards you can access, move a card between lanes, add a card, and delete a board, which always asks for your confirmation first. The board you have open registers as chat context, so "move the Acme card to Won on this board" resolves without naming it.

Sharing a board

A board can be published as a read-only link under /shared/ with an unguessable token. The audience is public or organization only — org links require signing in as a member. Visitors see the board but cannot drag cards, comment or open records, and the shared payload strips every internal identifier. The link is revocable at any time, and deleting the board revokes it too: "The board is removed for everyone and its share link stops working. The sheet and its rows stay untouched."