Projects

Boords opens on Home, where you see your team's projects and every storyboard and script you can open in one place. Projects act as folders that keep related storyboards and scripts together, and you can nest projects within each other to create a structure that matches how your team works.

Home

Home is your team's view across every project. To get back to it, click Home in the sidebar or the team name at the start of any project or editor breadcrumb. Switching team takes you to that team's Home.

• Projects sit on a shelf at the top, in the current sort order. The row shows the first 12. Click View all to see the rest, 48 at a time with Show more. If you can create projects, the row ends with a New project card.
• Storyboards and scripts from every project you can open sit underneath, and each card shows which project it's in. Use the All, Storyboards and Scripts tabs to filter, and switch between Grid, Board and List, the same as in a project.
• Sort by Date modified (the default), Date created or Name. Manual and Status sorting are only available inside a project.
• Change a status from the card, or drag the card to another column in Board view. Board and List show every status with its count. If a status has more items than fit, click Show more at the bottom of it.

Creating from Home

Click New and choose Storyboard, Script or Project. For a storyboard or script, Boords asks which project it should go in.

If you can manage the team, the menu next to the team name on Home has Name and logo and Team members.

Search your workspace

On Home or in any project, click the search button at the top right, next to New, or press ⌘K on a Mac (Ctrl+K on Windows). On wide screens the button reads Search workspace.

Results are grouped into Projects, Storyboards, Scripts and Templates, and only include projects you can open. Each script appears once, as its newest version. Use the arrow keys to move through the results, Enter to open one and Esc to close. In a text field, ⌘K keeps its usual job, such as adding a link in a script.

The sidebar

The sidebar on the left shows all your projects in a collapsible tree view. Click any project to see its contents in the main area.

Expanding and collapsing projects

Projects with sub-projects show a folder icon with a chevron. Click the chevron or folder icon to expand or collapse the project and reveal its sub-projects. Your expansion state is remembered, so projects stay open or closed as you left them.

Sorting projects

Click the three-dot menu at the top of the Projects section to change how projects are sorted:

• A to Z — Alphabetical order
• Z to A — Reverse alphabetical order
• Newest — Most recently created first
• Oldest — Oldest projects first

Favourite projects

Mark projects you access frequently as favourites by clicking the star icon in the project header. Favourite projects appear in their own section at the top of the sidebar for quick access.

To remove a project from favourites, hover over it in the Favourite Projects section and click the star icon.

Creating projects

Click the + button in the sidebar header to create a new project. To add a sub-project, open the project and choose New > Sub-project, or hover over any project in the sidebar and click +.

When creating a project, you'll need to:

1. Enter a name for the project
2. Choose a location (which project it sits inside, or at the top level)

Project contents

When you select a project, the main area shows everything in it in one place.

• Sub-projects sit on a shelf of cover cards at the top. If they don't fit on one row, click View all to see every card. You can also collapse the shelf to a single line, and Boords remembers this for each project.
• Storyboards and scripts share one collection underneath. Use the All, Storyboards and Scripts tabs to filter by type. Each tab shows how many items it holds. Switch between Grid, Board and List to see the collection as cards, as one column per status, or as a list grouped by status.

The toolbar with the tabs, view switch and sort menu stays pinned to the top as you scroll. An empty project shows Start this project, with cards to create your first storyboard or script. If you can't add to the project, you'll see a short note instead. If you pick Storyboards or Scripts and there are none yet, Boords says so and links back to All.

Adding storyboards, scripts and sub-projects

Click New in the header and choose Storyboard, Script or Sub-project. The New tile at the start of the grid offers Storyboard and Script. With the Storyboards or Scripts tab selected, the tile reads New storyboard or New script and creates one straight away. In Board view, click New at the bottom of the Draft column. Script cards show the script name, when it was last modified, its comment count, its status and a preview of the document. Scripts are covered in full in the Scripts overview.

Sorting contents

Click the sort button in the toolbar to choose how sub-projects, storyboards and scripts are ordered:

• Manual: your own order. In Grid view with the All tab selected, drag cards to rearrange them. Storyboards and scripts share one order.
• Name: A–Z or Z–A
• Date created: newest or oldest first (the default is newest first)
• Date modified: newest or oldest first
• Status: Draft first or Approved first, following your team's status order

Pick the direction at the bottom of the same menu. Manual has no direction, so the switch is hidden when it's selected.

Grid, Board and List views

Switch between Grid, Board and List with the view switch next to the sort menu in the project toolbar. It appears once the project has storyboards or scripts in it. Grid is the default, and Boords remembers the view you pick for each project in your browser.

Grid view

Grid is the default view. It shows your storyboards and scripts together as cards. Each card shows:

• A preview: the storyboard's frames or the opening lines of the script
• The name, with a Storyboard or Script label
• When it was last modified, and how many comments it has
• Its status, which team members can change from the card

Hover over a storyboard card to see the scrubber (if the storyboard has multiple frames) and access the actions menu.

Board view

Board view puts every storyboard and script in the project on one board, with one column for each status in your team's workflow, from Draft to Approved. Each column shows how many items it holds.

Out of the box there are five columns:

• Draft: not ready for anyone yet
• In progress: being worked on
• In review: waiting for feedback
• Changes requested: feedback to act on
• Approved: signed off

Owners and Admins can rename these, add their own and reorder them within each category in Team settings, under Statuses. If your team adds its own statuses, each one gets its own column in its category's colour. Custom statuses are available on every plan.

Drag a storyboard or script into a column to set that exact status. The change saves automatically. Each version has its own status and a new version starts at Draft, so a card always shows the status of its newest version.

List view

List view shows your storyboards and scripts as rows, grouped by status in the order your team set. Click a group's heading to collapse it to a one-line summary of what it holds.

Each row shows a thumbnail, the name, whether it's a storyboard or a script, its status, when it was last modified and how many comments it has. Change an item's status from its row. On narrower screens each row shows just the thumbnail, name and status.

Click a row to select it, then click it again or click its name to open it. Drag rows to move them. Open the ⋯ menu on a row, or right-click it, to Share link, Duplicate, Move to or Archive.

Sharing a project

Share an entire project with people outside your team using a public link. Click Share in the project header and choose Share project link to open the sharing dialog.

Enabling public access

Toggle Enable public link to generate a shareable URL. Anyone with this link can view the project and its storyboards without needing a Boords account.

Link settings

Once sharing is enabled, you can customise what viewers see:

• Include project description — Show the project description on the shared page
• Include sub-projects — Allow viewers to navigate into sub-projects
• Add password protection — Require a password to access the shared project (available on all paid plans)

If password protection is enabled, a randomly generated password is created automatically. Share both the link and the password with your recipients.

Moving projects and storyboards

You can reorganise your workspace by moving items to different locations using either the menu or drag and drop.

Moving via the menu

1. Click the three-dot menu on the project or storyboard
2. Select Move to
3. Choose the new location from the project tree
4. Click Move

Drag and drop

Drag and drop provides a quick way to reorganise your workspace:

From the main content area:

• Drag a storyboard or script card onto a sub-project on the shelf, or onto a project in the sidebar, to move it there. While you hover, the sub-project card shows what will move, such as Move 1 storyboard here.
• Drag a sub-project card onto another sub-project on the shelf, or onto a project in the sidebar, to nest it there.
• Any other items you've selected move with the card you drag.

Within the sidebar:

• Drag projects up and down to reorder them
• Drop a project onto another project to make it a sub-project
• Drop a project at the root level (the Projects header) to move it out of its current parent

When you drag an item, valid drop targets highlight to show where you can release it. The drop is prevented if it would create an invalid structure (such as moving a project into itself or one of its own sub-projects).

Bulk actions

Select multiple items by clicking their cards, then use the toolbar that appears at the bottom to move or archive them all at once. When only storyboards are selected, click Download as PDF to get each one as a PDF in a ZIP file.

The project menu

Click the three-dot menu next to the project name to Rename the project, Move to another location, or manage Project members. Under Storyboards, choose Set template to pick the template new storyboards in this project start from, or Download all as PDF. Archive project sits at the bottom. You only see the options your role and plan allow.

Download a project as PDFs

To send a client every board in the project, click the three-dot menu next to the project name and choose Download all as PDF. See PDF exports. Available on paid plans and during a trial.

Archiving

To remove a project, storyboard or script without permanently deleting it, open its three-dot menu, choose Archive (Archive project for a project) and confirm. Archived items go to the Archive, where you can restore them later.

Archiving a project also archives its storyboards, scripts and sub-projects. Restoring the project brings them back. Archiving a script archives its whole version history and frees one of your active script slots.

Storyboard actions

Hover over any storyboard card to reveal the actions menu (three dots). From here you can:

• Share link — Get a shareable link to the storyboard
• Duplicate — Create a copy of the storyboard in the same project
• Move to — Move the storyboard to a different project
• Archive — Send the storyboard to the archive

Script actions

Script cards have the same actions menu: Share link (the review link), Duplicate (a new, independent copy of the current version), Move to, and Archive. See Versions and exports for the difference between duplicating a script and creating a new version.