Boards and cards

Overview

The boards hub shows your boards in sections such as My Teams Boards and Invited Boards. You can filter by All Boards, Recent, Active, and Archived. Open any board to work in kanban or list view.

When another teammate changes a board, open board views update shortly after the change, so you can keep working without manually refreshing.

The normal lifecycle is: create a board, add lists, create cards, add structure inside cards, then tune access and settings as the board becomes active.

Creating boards

Click New Board on the boards hub to open the create modal. For a blank board, enter a name, optional description, choose a team, and set one of four visibility modes:

• Only me: private to you.
• Invite only: only invited people can access it.
• Entire team: all team members can view it.
• Public: anyone with the link can view it.

Free teams can create up to 3 boards, Pro up to 10, and Max has no board cap. If you hit the limit, archive unused boards or upgrade the workspace from Boards → Upgrade.

Board templates Pro

Templates help you reuse a board structure. Open Boards → Templates to create a blank template or turn an existing board into one.

• Create blank template when you want a reusable structure with lists and labels but no existing board history.
• Create from existing board when you already have a board that should become the standard pattern for future work.
• Choose whether the template is Private or Shared with team.

Lists and cards

Lists are the columns on the board. Use + Add another list to create them, then rename or reorder them as your workflow evolves.

Cards live inside lists. Use Add a card at the bottom of any list, enter a title, and press Enter to create it. Drag cards within a list to reprioritize or between lists to move work forward.

Labels are defined at board level and applied inside cards. Assignees come from people who already have access to the board or team.

Card details

Clicking a card opens the card modal. This is where most detailed work happens.

• Details: title, description, priority, due date, labels, assignees, and checklists.
• Comments: discussion, replies, reactions, and @ / [[ linking to people and other Saku records (board members listed first).
• Attachments: upload files and review existing assets.
• Activity: change history for the card, including logged time entries.
• Costs Pro: log one-off direct expenses against the card (item, supplier, amount, receipt) and review the card's time and cost totals.
• Links: inbound references from Notes, other cards, CRM, calendar, and comments. See Card links tab.

You can start or stop a timer for a card from the command footer while it is open, and log manual time against it — see Time tracking.

If you need a deeper collaboration setup around a board, continue with Sharing and access and Customers and guests.

Moving and duplicating cards

Right-click any card on the kanban board for a quick actions menu: Edit, Duplicate, Move to another list, Archive, and Delete. The same actions are available from an open card.

• Move to another board: from an open card, choose a destination board and list. Saku removes assignees or labels that do not exist on the target board.
• Duplicate: copy a card to the same board or a different one. The description, checklists, and other content come with it, with sensible handling for assignees and labels across teams.
• Archive: hide done or stale cards from the board while keeping their history. Review them from the Archived filter on the board.

Card links tab

The Links tab in the card modal lists everything in Saku that references this card: Notes, descriptions and comments on other cards, CRM records, calendar items, and imported calendar events.

Linked Notes

Notes appear when someone used [[card:…]] or the @ picker to link this card. Behaviour matches CRM linked notes:

• Notes you can read: click to open in Notes.
• Personal notes you cannot read: team owners and admins see a locked row with Request access; other members do not see hidden personal notes.

See personal notes on CRM and cards and Access requests.

Board settings

Board settings control the board beyond day-to-day card work. This is where you change the board name, description, icon, color, tags, visibility, and labels.

• Privacy: switch between Only me, Invite only, Entire team, and Public.
• Appearance: update board color and icon so boards are easier to identify around the app and in invitation emails, and choose whether cards with image attachments show a thumbnail on the board list.
• Labels: create and edit the board labels cards can use.
• Email intake Pro: configure card creation via email for this board.
• Recurring cards Pro: create cards on a schedule, with optional assignees, labels, due-date offset, and account mapping when clients are enabled.
• Webhooks Max: send HTTPS POST requests to your own endpoints when cards change (and when comments are added). Configure the URL, which events fire, and which fields appear in the JSON body; use the delivery log to debug responses.
• Billing Pro: project economics, per-member rates, optional currency override, and links to the board Costs tab. See Cost management → Board billing.

Use board settings when you need to change how the board behaves. Use the board itself when you are actively planning or moving work. For workspace-level changes, go back to Boards → Settings.

Board webhooks (Max)

Full reference: Outbound webhooks.

Webhooks are board-level and only available on the Max plan. Each delivery is a single POST with a JSON body. We send Content-Type: application/json, plus X-Saku-Event (event name), X-Saku-Delivery (unique id for that attempt), and X-Saku-Signature when you configure a signing secret (sha256=<hex> HMAC of the raw body). Failed endpoints do not retry automatically; check the recent deliveries list in board settings after fixing your endpoint.

Board card feeds Pro

On Pro and Max, each board can offer a subscribable feed of new cards. Add the feed link to your preferred reader so newly created cards land where you already follow updates, without opening the board. Feeds are read-only and follow the board's access rules.