Setup & OrganizeBoards

Boards

Organize feedback and roadmap items into separate boards — by product area, customer tier, or stage — so each audience sees only what matters to them.

What Is a Board?

A board is a container for posts. Every feedback post lives on a feedback board, and every roadmap item lives on a roadmap board. Boards let you separate concerns — for example, a "Mobile App" board distinct from a "Web Dashboard" board — and apply different visibility, voting, and access rules to each.

You can create as many boards as you need. There's no hard limit.

Two Board Types

TypeUsed ForWhere It Appears
Feedback BoardCustomer-submitted ideas, problems, requestsFeedback tab on the public portal
Roadmap BoardInternal planning — what you're building, in what orderRoadmap tab on the public portal

Create a Board

Open Boards settings

Go to Feedback → Boards (or Roadmap → Boards for a roadmap board) and click New Board.

Name and describe

Give your board:

  • Name — what customers will see (e.g., "Mobile App Feedback")
  • Slug — the URL-friendly version (auto-generated from the name; you can override)
  • Description (optional) — a short blurb shown at the top of the board
  • Icon (optional) — a small image displayed next to the board name

Set visibility

Choose who can see the board:

  • Public — anyone with the link
  • Internal — only signed-in team members
  • User Segments — only end-users matching one or more segments

Set who can post

Independently of visibility, control who can create a post on this board:

  • Anyone (matches visibility)
  • Signed-in users only
  • Specific segments

Configure board options

Turn features on or off per board:

  • Voting — let users upvote posts (default: on)
  • Commenting — let users discuss posts (default: on)
  • Show post dates — display when posts were submitted (default: on)
  • Show ETA (roadmap boards only) — display estimated completion dates (default: on)

The Voting and Commenting toggles are phrased as Disable Voting and Disable Commenting in the form. Leaving them off keeps the feature enabled (the default); turning them on disables the feature. Easy to flip in your head — double-check before saving.

Save

Your board is live immediately at your-portal-domain/boards/<slug>.

When to Use Multiple Boards

A single board is fine for most teams starting out. Consider splitting into multiple when:

  • You have multiple products — separate "Acme Pro" and "Acme Lite" boards keep feedback streams distinct
  • You have multiple audiences — a "Beta Customers" board with segment visibility, plus a public board for everyone else
  • Volume is overwhelming — splitting "Feature Requests" from "Bug Reports" into different boards keeps each focused
  • Different teams own different areas — Mobile team owns the Mobile board, Web team owns the Web board

Don't over-split early. It's easier to add a second board later than to merge two boards back into one. Start with one, see where the conversation gets crowded, then split.

Board-Level Custom Fields

Each board can override which custom fields appear on its posts. For example, your "Enterprise Feedback" board might require an "Account ID" field that your public board doesn't need.

Configure these in the board's settings under Custom Fields.

Visibility & Access Rules

Visibility and post-creation access are independent — you can have a board that's publicly visible but only allows specific segments to post, or vice versa.

VisibilityPost AccessCommon Use Case
PublicAnyoneStandard public feedback hub
PublicSigned-in onlyReduce spam; require an account to post
PublicSegment onlyPublic roadmap, but only customers can request features
InternalInternalTeam-only ideation board
SegmentSegmentBeta board scoped to your Beta Customers

See Visibility & SEO for the full breakdown of visibility levels.