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Getting started

Create your first board
Install SimpleBoards on your site
Open the board to visitors
Show your board on a page
Upgrade to SimpleBoards Pro Pro
Welcome to SimpleBoards

Core ideas

Boards, items, ideas, and roadmap items
Categories
Email notifications overview
How moderation works
How voting works
How workflow rules run Pro
Private boards and item visibility Pro
Statuses and release stage
What Torin AI does Pro

How to

Boards and pages

Add a board to any WordPress page
Change the URL slug for boards
Hide the board's title at the top
Pick which tab opens by default
Show only the roadmap or only the ideas
Show or hide the search, filter, and sort controls

Email notifications

Change who gets the new idea email
Edit the Pro workflow emails Pro
Edit the new idea email template
Edit the rejection email template

Ideas and submissions

Change the "Share an idea" button text
Change the submission form title and helper text
Let visitors submit ideas without an account
Reject an idea and send the submitter an email
Review and approve incoming ideas
Turn moderation on or off

Importing existing data

Import your LoopedIn ideas
Import your LoopedIn roadmap
Prepare your CSV file

Statuses, categories, roadmap

Add a custom status with its own color
Add a roadmap item by hand
Add and color a category
Mark a status as a release stage
Move an idea to the roadmap

Voting and discussion

Allow or block guest comments
Let users subscribe to an item
Set a vote count manually
Turn comments off for one board only
Turn comments on or off across the whole site

Pro features

Announcements

Link a menu item to a board's announcements Pro
Show the announcements widget in a sidebar Pro
Turn on the announcements tab for a board Pro
Write your first announcement Pro

Checklist progress

Add tasks to a roadmap item's checklist Pro
Show progress on cards Pro
Turn on the checklist progress bar for a board Pro

Design

Change colors, fonts, and spacing without code Pro
Change the look of the kanban column headers Pro
Make a card more compact or roomier Pro
Pick a built-in theme for your board Pro
Save a custom theme so you can reuse it Pro

License

Activate your Pro license Pro
Move your license to a new site Pro
Override the license server for staging Pro

Private boards

Hide a single item from the public board Pro
Limit a board to logged-in users only Pro
Limit a board to specific user roles Pro

Torin AI

Find duplicate ideas Pro
Read the Reports view Pro
Read the Top Ideas view Pro
Run an analysis on your ideas Pro
Turn Torin AI on or off Pro

Workflow rules

Add a workflow rule to a board Pro
Edit the emails sent by workflow rules Pro
Rule — move an idea to the roadmap when votes reach a threshold Pro
Rule — react when a checklist's progress hits 100 percent Pro
Rule — react when a deadline is overdue Pro
Rule — react when a status changes Pro

Reference

Admin menu map
Board setup reference
Database tables
Design tokens reference Pro
Email placeholders reference
Filters and actions for developers
Item setup reference
Settings reference
Workflow rule triggers and actions Pro
[sbir_board] shortcode reference

Troubleshooting

Emails are not arriving
Guests cannot submit, the form does not appear
Permalinks return 404 on a board page
Pro features do not show up Pro
The board does not appear on my page
The board looks broken on my theme
Torin AI says the endpoint is unavailable Pro
Visitors cannot vote
Workflow rules do not fire Pro

Appendix

Glossary
SimpleBoards Pro changelog Pro
SimpleBoards changelog (free)
Uninstall: what gets deleted, what stays

Docs /

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On this page

A public roadmap and ideas board that lives inside your WordPress site. Built by product people, for product people.

Product

Features Pricing Live Tour Changelog Roadmap

Resources

Documentation WordPress.org Getting Started Torin AI Guide

Company

Contact Privacy Policy Terms of Service Refund Policy

GPL v2 Licensed WordPress.org

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