📄️ Boards Overview
Powerful project management boards with 32 field types, 8 views, and automations.
📄️ Creating a Board
Create boards from scratch, templates, or import from Monday.com.
📄️ Tables
Organize board data with multiple tables and table slices.
🗃️ Field Types
7 items
📄️ View Display & Tabs
Choose how your board views appear — in the sidebar, a dropdown, or draggable tabs. Reorder tabs, manage views, and resize your sidebar to fit your workflow.
🗃️ Views
9 items
📄️ Filters & Sorting
Filter, sort, and group board data to find what you need.
📄️ Formulas
Write formulas with 100+ functions for calculated fields.
📄️ Board Automations: Triggers, Actions, and Recurrence
Automate Copera Boards with when-then rules. Notifications, add and remove field values, recurring row creation, email via Gmail or Outlook, and AI recurrence.
📄️ Row Templates
Create pre-configured row templates for consistent data entry.
📄️ Workflows
Enforce status transitions, approval gates, and process automation on your boards.
📄️ Board Permissions
Granular permission roles for fine-grained access control.
📄️ SLA Tracking
Track time with stopwatch, countdown, and countup timers tied to your workflow.
📄️ Board Dashboard
Visualize board analytics and key metrics.
📄️ Import & Export
Import spreadsheets with Copera's guided CSV wizard, and export your boards to CSV, Excel, PDF, JSON, and more with full control over format and columns.
📄️ Export History & Scheduled Exports
Track every board export in Export History, download finished files, and set up scheduled exports that email your data daily, weekly, or monthly.