SimpleBoards
Home Features Tour Pricing
DocumentationGuides, shortcodes & API reference BlogGuides, updates & product notes ContactGet help or send feedback
Hire Us
Log inGet Pro
Log inGet Pro
Docs home
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 /

Previous Upgrade to SimpleBoards Pro Next Boards, items, ideas, and roadmap items
On this page
SimpleBoards

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

© 2026 SimpleBoards. Built for WordPress.

GPL v2 Licensed WordPress.org

Free perks, before anyone else

Join the list for free plugins, launch discounts, and custom project offers. We hate spam, so we only email when it’s genuinely worth your time.

A few emails a month, tops. Unsubscribe anytime.