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Features / Board Tools

Board Version Control

Overview

Section titled “Overview”

Board Version Control gives you the confidence to experiment and iterate on your boards, knowing you can always return to a previous state. Create snapshots of your work at any point and restore them when needed.

Key Features

Section titled “Key Features”

Named Versions

Section titled “Named Versions”
  • Create versions with descriptive names
  • Add notes or descriptions to each version
  • View complete version history
  • See who created each version and when

Easy Restoration

Section titled “Easy Restoration”
  • Preview versions before restoring
  • One-click restoration to any previous state
  • Maintain version history even after restoration
  • No data loss when reverting

Team Collaboration

Section titled “Team Collaboration”
  • All team members can create versions
  • Shared version history across the team
  • Version notifications for awareness
  • Collaborative version management

How to Use

Section titled “How to Use”

Creating a Version

Section titled “Creating a Version”
  1. Open your board
  2. Go to Board Tools Menu > Version Control
  3. Enter a descriptive name (e.g., “After design review”, “Sprint 3 planning”)
  4. Click Add Version

Restoring a Version

Section titled “Restoring a Version”
  1. Open Board Tools Menu > Version Control
  2. Browse your version history
  3. Click on the version you want to preview
  4. Review the board state
  5. Click … button
  6. Select Revert to this version

Use Cases

Section titled “Use Cases”

Design Iterations

Section titled “Design Iterations”

Create versions at each design milestone:

  • Initial concept
  • After stakeholder review
  • Final approved design

Meeting Checkpoints

Section titled “Meeting Checkpoints”

Save board state at key moments:

  • Pre-meeting baseline
  • Mid-meeting progress
  • Final decisions

Experiment Safely

Section titled “Experiment Safely”

Try new ideas without risk:

  1. Create version before major changes
  2. Experiment freely
  3. Keep changes or revert back

Compliance & Audit

Section titled “Compliance & Audit”

Maintain historical record:

  • Document decision points
  • Show project evolution
  • Meet audit requirements

Best Practices

Section titled “Best Practices”

Common Workflows

Section titled “Common Workflows”

Design Review Process

Section titled “Design Review Process”
  1. Before Review - Create “Pre-review baseline”
  2. During Review - Make changes based on feedback
  3. After Review - Create “Post-review approved”
  4. If Needed - Revert to pre-review and try different approach

Sprint Planning

Section titled “Sprint Planning”
  1. Sprint Start - Create “Sprint N - Initial Plan”
  2. Mid-Sprint - Create “Sprint N - Midpoint”
  3. Sprint End - Create “Sprint N - Completed”
  4. Next Sprint - Use as reference for planning

Client Collaboration

Section titled “Client Collaboration”
  1. Initial Proposal - Create “Client Proposal v1”
  2. Feedback Round - Create versions after each feedback session
  3. Final Approval - Create “Client Approved Final”
  4. Handoff - Maintain history for future reference
Section titled “Related Features”