Planning Boards Overview

Planning Boards Overview Planning Boards provide a visual, node-based mind-map canvas for organising ideas, strategies, and operational plans. Each board is an interactive workspace where you can c...

Creating & Managing Categories

Creating & Managing Categories Categories group your planning boards into logical sections. Use them to separate different areas of planning — strategy, marketing, operations, etc. Creating a Categ...

Creating & Editing Boards

Creating & Editing Boards Each board is an interactive mind-map canvas where you build out ideas using connected nodes. Creating a Board Select a category from the left panel. Click + New Board. En...

Working with Nodes & Connections

Working with Nodes & Connections Nodes are the building blocks of your planning boards. Each node is a card on the canvas that can contain rich-text content. Creating Nodes Double-click the canvas ...

Access Control & Permissions

Access Control & Permissions Planning Boards support granular access control to ensure the right people can view or edit each board. Minimum Role Requirement Each board has a minimum role setting t...

Dark/Light Mode & Display Settings

Dark/Light Mode & Display Settings The board editor includes a Light/Dark toggle so you can switch the canvas appearance to suit your preference. Switching Modes Open any board in the editor. Click...

Linking Tasks to Planning Boards

Linking Tasks to Planning Boards Tasks can be linked to a Planning Board to provide visual context for action items that arise during planning sessions. Linking a Task Open or create a Task from th...