🏠 Welcome to Suivi Boards
Suivi Boards is a powerful Kanban-style task management application that helps you organize your work using boards, cards, and drag-and-drop functionality. This guide will walk you through all the features and how to use them.
📂 Getting Started - Opening a Workspace
1️⃣
Click "📂 Open Workspace..." in the top menu to select a folder where your boards will be stored.
📁 Select a folder for your workspace
2️⃣
Resume Workspace: If you've used the app before, click "🔄 Resume Workspace" to quickly reload your previous workspace.
📋 Understanding Boards
Boards are the main containers for your tasks. Each board has columns where you can organize your cards.
🗂️
Board Groups: Organize related boards into groups for better structure.
📌
Pin Boards: Right-click on any board in the sidebar to pin it for quick access.
📋
Backlog: A special view for storing cards that don't belong to specific boards yet.
📄 Working with Cards
Cards represent individual tasks or items you want to track.
Creating Cards
📝
Click "📄 New Card" to create a new card.
Card Properties
📌
Title: The main name of your task
🔗
Link: Add URLs related to your task
📝
Description: Detailed information about the task (supports Markdown)
🏷️
Project: Assign cards to color-coded projects for categorization
⚡
Priority: Set priority levels (Low, Normal, High, Critical)
Card Actions
👁️
Preview: Right-click a card and select "Preview" to view full details
🗝️
Open in New Tab: Right-click → "Open in New Tab" to view card in a separate browser tab (great for comparing cards or long descriptions)
✏️
Edit: Right-click → "Edit" to modify card details
📦
Move: Right-click → "Move to Board..." to relocate cards between boards
🗑️
Delete: Right-click → "Delete" to remove cards (confirmation required)
🏷️ Managing Projects
Projects help you categorize and color-code your cards for better organization.
🏷️
Click "🏷️ Projects" in the top menu to open the project manager.
➕
Add Projects: Enter a project name and choose a color, then click "Add Project".
🗑️
Delete Projects: Click the trash icon next to any project to remove it.
🔍 Searching Your Content
Find cards quickly across all your boards and projects.
🔍
Click "🔍 Search" or press Ctrl+F (or Cmd+F on Mac) to open the search panel.
🎯
Search Options: Choose to search in titles, descriptions, and/or links.
📋
Results: Click on any search result to jump directly to that card.
💾 Saving and File Management
Your boards are automatically saved, but you can also manually save when needed.
💾
Auto-Save: Changes are automatically saved as you work.
💿
Save As: Create copies of your boards with "💿 Save As...".
🆕
New Boards: Use "🆕 New Board" to create fresh boards for different projects.
⌨️ Keyboard Shortcuts
Ctrl+S / Cmd+S Show save status
Ctrl+F / Cmd+F Open search
Ctrl+N / Cmd+N New board
Escape Close modals / Cancel actions
Enter Save modal / Confirm actions
🖱️ Drag & Drop
Suivi Boards supports intuitive drag-and-drop functionality:
📄
Move Cards: Drag cards between columns or to different positions within a column.
🎨 Interface Overview
☰
Sidebar Toggle: Show/hide the board list on the left side.
●
Unsaved Indicator: Red dot appears when there are unsaved changes.
📂
Current File: Shows the name of the currently open board or "Choose your workspace" when no board is open.
💡 Tips & Best Practices
- Board Organization: Use board groups to separate different types of work (e.g., "Development", "Marketing", "Personal").
- Card Naming: Use clear, descriptive titles that explain what needs to be done.
- Project Colors: Choose distinct colors for different projects to make them easily distinguishable.
- Regular Reviews: Periodically review and move cards through your workflow to keep things moving.
- Search Power: Use search to find cards across all boards when you can't remember where you put something.
- Markdown Support: Use Markdown in card descriptions for formatting (bold, italic, lists, links, etc.).
🔧 Troubleshooting
Problem: Buttons are disabled
Solution: You need to open a workspace first using "📂 Open Workspace...".
Problem: Can't save changes
Solution: Ensure you have write permissions to the workspace folder.
Problem: Cards not appearing in search
Solution: Check that the relevant search options (titles, descriptions, links) are enabled.
Problem: Drag and drop not working
Solution: Try refreshing the page or ensure you're dragging from the card content area.
Suivi Boards
Unsaved Board