Boards Overview
Boards are Copera's flexible project management tool, designed to help teams organize, track, and collaborate on any kind of work. Whether you are managing a software sprint, planning a marketing campaign, tracking customer requests, or running an internal process, boards adapt to fit your workflow.
What Is a Board?
A board is a structured workspace made up of tables, columns (fields), and rows (items). Think of it like a powerful spreadsheet that understands your data. Each board can contain multiple tables, and each table can hold unlimited rows. Every column has a specific type that determines what kind of data it stores and how it behaves.
Boards live in the Collaborate section of the sidebar. You can organize them into folders, share them with specific team members, and control access with granular permissions.
29 Field Types
Boards support a wide range of column types to capture every kind of information your team works with:
| Category | Field Types |
|---|---|
| Text & Content | Text, Paragraph, Link, Link Button, Email, Phone, Website, Password |
| Numbers & Money | Number, Money, Formula, Function, Rollup, Autonumber |
| Selection | Status, Dropdown, Labels, Checkbox |
| People | Users (assign team members to rows) |
| Dates & Time | Date, Duration, Created At, Updated At |
| Relationships | Linking (connect rows across tables), Lookup (pull data from linked rows) |
| Files | File (attach documents, images, and other files) |
| Location | Location (geographic coordinates) |
| Tracking | Tracker, Created By, Last Modified By |
The Formula field type supports over 100 functions for calculations, text manipulation, date math, logical expressions, and more --- giving you spreadsheet-level power inside your project board.
7 View Types
Every table can be displayed in multiple views. Each view shows the same underlying data in a different layout, so your team can work in the format that best fits the task at hand:
- List --- The default spreadsheet-style grid. See all rows and columns at a glance, sort, filter, group, and edit inline.
- Kanban --- Drag-and-drop cards grouped by a status or dropdown column. Ideal for workflows with clear stages.
- Gantt --- A horizontal timeline chart for planning and tracking schedules. Visualize start dates, end dates, and dependencies.
- Timeline --- View items along a time axis to understand how work is distributed over days, weeks, or months.
- Calendar --- Display date-based items on a monthly or weekly calendar grid.
- Form --- Turn your table into a shareable form that collects responses directly as new rows. Powered by SurveyJS, forms support conditional logic and can be published with a public link.
- Workload --- See how work is distributed across team members to balance assignments and avoid bottlenecks.
Each view supports its own set of filters, sorting, grouping, and column visibility settings. Views can be private (visible only to you) or shared with the entire board.
Automations
Automations let you eliminate repetitive manual work by defining rules that trigger actions automatically when certain conditions are met.
Triggers (When)
| Trigger | Description |
|---|---|
| Column Changed | Fires when any value in a specific column is updated |
| Column Not Empty | Fires when a column value goes from empty to having a value |
| Column Just Changed | Fires immediately after a column value changes |
| Select Added | Fires when a new option is added to a status/dropdown column |
| Select Removed | Fires when an option is removed from a status/dropdown column |
| Recurrence | Fires on a scheduled interval (daily, weekly, monthly, etc.) |
Actions (Then)
| Action | Description |
|---|---|
| Change Column | Set a column to a specific value |
| Copy Column | Copy a value from one column to another |
| Add Select | Add an option to a status/dropdown column |
| Remove Select | Remove an option from a status/dropdown column |
| Create Row | Automatically create a new row with predefined values |
| Set Current Date | Stamp the current date/time into a date column |
| Send Email (Gmail) | Send an email via a connected Gmail account |
| Send Email (Outlook) | Send an email via a connected Outlook account |
Combine any trigger with one or more actions to build workflows that keep your board data accurate and up to date.
Permissions
Boards include a granular permissions model that lets you control access at multiple levels:
| Permission | Description |
|---|---|
| Admin | Full control over the board, its settings, members, and data |
| Member | Standard access to interact with the board |
| Viewer | Read-only access to the board |
| Comments | Can add comments to rows |
| Create Row | Can create new rows |
| Delete Row | Can delete rows |
| Edit All | Can edit all rows |
| Edit Own | Can only edit rows assigned to them |
| Edit Unassigned | Can edit rows that are not assigned to anyone |
| View All | Can see all rows |
| View Own | Can only see rows assigned to them |
| View Unassigned | Can see unassigned rows |
| Access Tables | Can access specific tables within the board |
| Access Slices | Can access specific board slices |
These permissions let you build boards where different team members see and interact with different subsets of data --- for example, a support board where agents only see their own tickets but managers see everything.
Next Steps
- Creating a Board --- Learn how to create a new board from scratch, from a template, or by importing data.
- Tables --- Understand how tables and table slices organize data within a board.
- Field Types --- Deep dive into each of the 29 available column types.
- Views --- Explore every view type in detail.