Boards and Notes

Boards

A board is the top-level container for your canvas workspace.

Board properties

Property	Description
Name	Editable in the board header
Dimensions	Fixed canvas area (very wide and tall)
Owner	First authenticated user to claim the board
Invited collaborators	Emails added by the owner via the Share modal
Workflow phases	Optional PM lifecycle stages stored per-board

Board lifecycle

Create — from the dashboard, give it a name
Add notes — via the toolbar, canvas double-click, or AI
Share — copy and send the board URL; invite collaborators via the Share modal
Export — download a Markdown .md snapshot
Import — restore from a .md file

If a board is unclaimed, the first authenticated user to open it may claim ownership.

Notes

Notes are the primary units of information on the board.

Note anatomy

Field	Description
Title	Brief label displayed on the card
Content	Full Markdown body (edited in the overlay)
Position	x/y coordinates within the canvas
Colour	Visual grouping: yellow, blue, green, pink, orange, or purple
Type / tag	Free-text label (e.g. "Thought", "Epic", "Decision")
Description	Short AI-generated summary
Relationships	Links to related notes
Comments	Discussion thread (view-only on Free)
Content versions	Rolling history (last 3 versions)
Phase	PM lifecycle phase this note belongs to
Annotations	Inline AI suggestions

Placeholder notes

Notes can be created as placeholders — ghost cards with a dashed border that intentionally signal missing information. Editing a placeholder's content automatically clears the placeholder flag.

Common note workflows

Create

Click Add note in the bottom toolbar.
Double-click empty canvas space.
Use AI chat to create notes via tool calls.
Import from a Markdown file or uploaded document.

Edit

Click a note card to open the document editor.
Edit the title and Markdown body.
Change the colour via the colour picker in the editor header.
Assign a phase via the phase picker.
Add or remove relationships.

Move and recolour

Drag a note card to reposition it on the canvas.
Drag threshold is 3 px to prevent accidental moves on click.
Use the colour swatch in the editor header or card header to recolour.

Versioning and revert

The system keeps the last 3 content versions per note.
Open the note overlay → click the Versions link to browse history.
Click a version entry to revert.

Delete and undo

Select a note and press Delete, or click the delete button on the card.
Immediately undo with Ctrl / Cmd + Z — this restores the note and re-syncs it.

Soft deletes

Notes are soft-deleted server-side (deleted_at timestamp). Deleted note IDs are included in sync responses so other clients can remove them.