Boards

The board library covers Marketing & Content (Content Calendar, Campaign Launch, Editorial Pipeline), Product & Engineering (Sprint Board, Product Roadmap, Bug Triage), Sales & Clients (Sales Pipeline, Client Onboarding), Operations & Events (Event Planning, Hiring Pipeline), and Personal (Weekly Planner, Goals & OKRs). Each template ships its list structure plus a few example cards so both views make sense immediately.

Pick one from the create dialog on the Boards page, or browse the Boards tab in the main Templates gallery — using a template there creates and seeds the board for you.

Click any card to open the full editor: title (add emoji straight from the picker), notes/caption (markdown), a card type (task, post, idea, or event), labels, a checklist, status (Draft → Scheduled → Published/Done), and a schedule picker. Cards that are social posts carry platforms — shown with their real logos (Instagram, TikTok, LinkedIn, X, YouTube, Pinterest, Threads, and more) on the card, the calendar, and the editor.

Every card can also carry a color (a seven-color palette that tints the card and its calendar pill), a star (starred cards sort to the top of their list), and a Superbadge — a second, louder tier for the cards that really matter. Set all three from the card's hover menu, the full editor, or by asking Theo.

For project work, add a priority (Low → Urgent), a checklist of subtasks, and assignees— your org members, plus anyone you've shared the board with. Priority shows as a chip on the card and a dot on the calendar; checklist progress and assignee avatars show on the card face. Filter the board by priority or assignee (alongside starred, Super, overdue, and color) from the Filter button.

Boards aren't just for social media. Pick a board type (Content, Project, Pipeline, Events, Personal, or General) from the header — it tailors the card editor to that kind of work. Beyond the built-in social platforms, add your own channels(your website, a newsletter, a link) right from a card's Channels section; they're saved to the board so you can reuse them.

The card editor is a two-column workspace on larger screens: your content (notes, checklist, attachments, and the comment thread) sits on the left, with every setting (list, status, color, priority, schedule, channels, assignees, labels, cover) in a compact rail on the right — so you edit without endless scrolling.

Cards also carry attachments— upload files or paste links right in the editor — and any image attachment can become the card's cover (the image shown on the board). Attachment and comment counts show as small badges on the card face. Need a near-identical card? Duplicateit from the card's hover menu or the editor footer — the copy lands right below the original.

Scheduling a card automatically flips it to Scheduled and places it on the calendar. When its time arrives you get a notification deep-linking back to the board.

Every card has a built-in comment thread— a chat-style discussion right inside the card. Open a card and write in the composer at the bottom of the thread: Enter sends, Shift+Enter adds a new line, and teammates' comments appear live while the card is open. You can edit or delete your own comments (the board owner can remove any), and everyone with access to the board — including view-only members — can join the discussion.

Type @to mention a board member — the picker lists the same people you can assign cards to. Mentioned teammates get a notification that deep-links straight to the card, and the card's assignees, creator, and anyone already in the thread are notified of new comments too (you're never notified about your own). All of it respects the Board reminders toggle in Settings → Preferences → Notifications.

Hit Share in the board header — the same share dialog you know from flowcharts and presentations. Invite anyone by email as an Editor (full edit: cards, lists, scheduling) or a Viewer(read-only: they can browse both views and open cards, but nothing changes). Invitees get a notification and an email; opening the board accepts the invite automatically. Boards you've been invited to appear in a Shared with you section on the Boards page.

Share linksare join links, Trello-style: anyone signed into OpenCharts who opens the link joins the board at the link's permission level (no account yet — they sign up first, then land on the board). Boards are never viewable anonymously.

Everyone with access shows in the members stack in the header — and anyone there can be assigned to a card from the card editor. New assignees get a notification that deep-links straight to the card (controlled by the same Board reminderstoggle in Settings). While others have the board open, their avatars appear live so you can see who's working alongside you.

Want to point at one card? Open it and hit Copy link — the link opens the board with that card popped up. Card links follow board access: anyone the board is shared with can open them.

Open the Ask Theopanel on any board and describe what you want. Theo plans whole projects and campaigns (one card per task or post, with ready-to-post captions where it matters), schedules them across your window, rewrites content, moves cards, and answers questions about your plan — applying every change to the live board instantly with a "What I did" change log.

When anything is scheduled in the past or coming up this week, a one-tap overdue / due-soonbanner appears at the top of the panel — tap it and Theo runs down exactly what's overdue and what's due next.

Need a clean slate? Hit New chatin the panel header to start a fresh conversation. Your previous chats aren't deleted — the board keeps your history — you just get a blank thread for the next topic.

Rules are instant, in-board automation — no agent required. Open Automations on any board to slide out the floating automations sidebar (it docks to the left edge, so you can keep working — and even keep Ask Theo open on the right). It has three tabs — Rules, Color logic, and Agents. In Rules, build "when → then" logic like card enters Done → mark it complete and turn it emerald or card comes due → turn it amber and star it. Stack up to four actions on one rule with and…, watch the sentence preview update live as you build, and edit or pause any rule later — every rule reads as one plain sentence with its colors dotted underneath.

Add an Only for… condition to scope a rule to certain card types or platforms — e.g. only post cards on Instagram. A rule with a condition simply skips cards that don't match, so one board can run different logic for tasks and posts side by side.

Color logic makes colors follow the card in both directions. Give each status (or each list) its own color — when a card's status changes, its color updates to match, and when you flip it back, the old status's color comes right back. Per row you can pick a color, leave that status alone, or clear the card's color — and a one-tap suggested palette gets you started.

Rules run right inside the same change — move the card and the effects land instantly, and a small toast tells you which rule fired so nothing changes mysteriously. Rules run top to bottom (later rules win when two touch the same field) — reorder them with the arrows on each row. Each change runs the rules once (a rule can't trigger another rule), so color logic stays predictable. Rules apply to future changes; they never rewrite cards retroactively.

You can also just ask Theo. Saying "whenever a card moves to Done, mark it complete and turn it emerald" or "make colors follow status" in the Ask Theo panel builds, edits, pauses, or removes rules for you — and when you want existing cards updated too, Theo pairs the new rule with one-off card updates in the same turn.

When the reaction needs to go beyond this board — send an email, create a card on another board, write with AI, or ping you on Telegram — you want an agent, not a rule. Just describe it in Ask Theo: "whenever a card moves to Published, email an update to the team and create a follow-up card on our QA board". Theo designs the whole agent — the trigger (including conditions like "only the Published list"), the email step, the cross-board hand-off — turns it on, and it appears in the sidebar's Agentstab instantly. Agents created here are scoped to this board by default, and hand-off cards can carry the triggering card's title automatically.

Agents can also run on a schedule: ask for "every Monday at 9am, read this board and email me a digest of what's coming up"and Theo builds a recurring agent that reads the board, writes the digest, and delivers it. Schedules run on the platform's ~30-minute tick, so times land aroundthe hour you pick. And when you've connected services in Flow Connectors (Slack, Google Sheets, HubSpot…), Theo can wire them into an agent's steps too — "post to our #launches Slack channel when a card is published".

The Agents tab is mission control: every agent watching this board with its trigger in plain English, its step chips (Email → Add card), a Live/Paused switch, last-run status, and jump links to the Designer and run history. Build with Theo starter chips prefill common asks — edit the recipients and send. Agents Theo built here can be changed the same way: hit Edit with Theo on the row and describe the change (Theo rewrites the whole agent), or Delete it with a two-tap confirm. Agents built by hand in the Designer stay Designer-edited. Creating agents uses your Theo Agents plan and works for boards you own.

Under the hood every board action emits a platform event — board.card.created, board.card.moved, board.card.scheduled, board.card.completed, and board.card.due. You can also build against them by hand in the Designer with an Event trigger and the Add Board Card, Move Board Card, Update Board Card, and Read Board Cardssteps — the Designer's Event trigger now offers structured board controls (pick the event, scope it to one board or all, and add list / status / card-type conditions with a live sentence preview) instead of typing event names by hand.

A card's publish setting can also dispatch a specific agent the moment it comes due — e.g. "when this card is due, post it to LinkedIn and move it to Published."

Scheduled cards are checked every few minutes. You get advance reminders as the deadline approaches — a day before, five hours before, and fifteen minutes before — plus a final due-now reminder when its time arrives. Each reminder is an in-app bell notification (deep-linking back to the board) and, if you have email notifications on, an email. At the due moment the board.card.dueevent also fires for your agents, and — when configured — the card's publish automation runs.

Control these under Settings → Preferences → Notifications with the Board reminders toggle (email also respects your global email-notifications switch). Reschedule a card and its reminders reset, so a moved deadline reminds you again.

Connected a Google or Outlook calendar for Meetings? Toggle My calendar in Calendar view to overlay your real events read-only while you plan around them.

Duplicate a boardfrom its ⋯ menu on the Boards page — or pick "Start from one of your boards" in the create dialog — to copy the whole thing: lists, background, rules, and every card. Copies arrive unpublished with reminders reset, so a proven board doubles as your own template. Single cards duplicate too — Duplicate cardin the card's hover menu drops the copy right below the original (comments aren't copied; the new card starts a fresh thread).

The Filter button in the board header narrows both views at once: search text, Starred, Super, Overdue, or any card color.

Ask Theo in chat for a "content calendar for my coffee shop" or a "sprint board for the mobile app rewrite" and Theo builds a live board seeded with the whole plan — then hands you an Open boardcard. Follow-ups like "add this idea to my board" or "what's scheduled this week?" work from chat, Telegram, and voice too.