# Oppy Welcome Kit: Boards Guide

Published: 2026-03-20
Updated: 2026-03-24
Source: https://docs.oppy.pro/n/oppy-welcome-kit-boards-guide
Account: Oppy Inc

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# Boards Guide

Boards are Oppy's built-in Kanban-style project management system. Use them for tracking deals, managing tasks, onboarding workflows, and organizing any process that moves through stages.

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## Accessing Boards

Navigate to **Boards** in the sidebar at [app.oppy.pro](https://app.oppy.pro). You can also ask the Account Concierge: *"Show me my boards"* or *"What boards do I have?"*

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## How Boards Work

A board is organized into three levels:

```
Board (e.g., "Sales Pipeline")
  └── Lists (columns: "New Leads", "Qualified", "Demo Scheduled", "Won", "Lost")
       └── Items (cards: individual leads, tasks, or entries)
```

### Boards
The top-level container. Each board has:
- **Title** — Name of the board
- **Description** — What this board is for
- **Status** — Active, archived, or draft
- **Tags** — For categorization
- **Board type** — Custom categorization

### Lists (Columns)
Vertical columns within a board. Each list has:
- **Title** — Column name (e.g., "In Progress", "Done")
- **Order** — Position from left to right
- **Status** — Active or archived

### Items (Cards)
Individual entries within a list. Each item has:
- **Title** — Item name
- **Description** — Details (supports Markdown)
- **Status** — Custom status tracking
- **Tags** — Labels and categories
- **Assigned to** — Who's responsible
- **Due date** — Deadline
- **Linked entity** — Can link to a Contact, Note, Conversation, Message, or Channel
- **Order** — Position within the list (drag to reorder)

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## Common Board Use Cases

### Sales Pipeline
Track leads through your sales process:
- **Lists:** New Lead → Contacted → Qualified → Demo Scheduled → Proposal → Won/Lost
- **Items:** Each lead as a card with contact link, deal value, notes
- **Automation:** AI can automatically create cards when leads are qualified

### Onboarding Tracker
Track new customer onboarding:
- **Lists:** Signed Up → Phone Provisioning → Knowledge Base Setup → First Conversation → Live
- **Items:** Each customer with their setup checklist

### Bug Tracker
Track issues and improvements:
- **Lists:** Reported → Investigating → In Progress → Fixed → Verified
- **Items:** Each bug with description, severity tags, assigned developer

### Change Log
Track product changes for customers:
- **Lists:** User Benefit → Bug Fix → Release Note
- **Items:** Each change with description and tags for which product

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## Managing Boards via Account Concierge

The concierge can do everything with boards:

- *"Create a new board called 'Q2 Sales Pipeline' with columns: New, Contacted, Qualified, Won, Lost"*
- *"Add a card to the 'New' column: John Smith - interested in enterprise plan"*
- *"Move the John Smith card from 'Contacted' to 'Qualified'"*
- *"Show me all items on the Sales Pipeline board tagged 'high-priority'"*
- *"Delete the test board I created yesterday"*

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## Linked Items

Items can link to other Oppy objects, creating connections:

| Link Type | Use Case |
|---|---|
| **Contact** | Deal tracking — link to the person |
| **Note** | Reference documentation |
| **Conversation** | Link to the relevant chat/call |
| **Channel** | Link to the Oppy involved |
| **Message** | Reference a specific message |

When an item links to a contact, you can see their information directly from the board card.

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## Automation Rules

Boards can have automation rules that trigger actions:

### Available Triggers
- Events like `account.invite_sent`
- Custom webhook events
- AI-triggered events

### Available Actions
- **sync_card** — Create/update a board item
- **send_notification** — Send webhook notification
- **create_list_item** — Add item to a specific list

### Example: Auto-Track New Signups
When a new account signs up, automatically create a card in your "Onboarding" board's "New" list with their details.

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## Bulk Operations

For managing many items at once:
- **Bulk create** — Add up to 50 items at once
- **Bulk update** — Modify up to 50 items (tags, status, assigned_to)
- **Bulk delete** — Remove multiple items
- **Bulk get** — Fetch multiple items by ID

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## Filtering & Searching

Find items across all lists in a board:
- **By title** — Regex pattern matching
- **By status** — Filter by item status
- **By tags** — Items with specific tags
- **By assignee** — Who's responsible
- **By owner** — Who created it
- **By due date** — Upcoming deadlines
- **By completion** — Completed vs. in-progress

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## Tips

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## Representative Board Examples

### Sales Pipeline Board
**Lists:** New Lead | Contacted | Qualified | Demo Scheduled | Proposal | Won | Lost
**Item fields used:** Title (contact name), description (deal notes), tags (source: zillow/facebook/referral), assigned_to (AE name), due_at (follow-up deadline), linked contact

### Customer Onboarding Board
**Lists:** Signed Up | Phone Provisioning | Knowledge Base | First Conversation | Weekly Check-in | Live & Autonomous
**Item fields used:** Title (company name), tags (plan: $500/$2500/$5000), assigned_to (CSM), linked channel (their Oppy)

### Change Log Board
**Lists:** User Benefit | Bug Fix | Release Note
**Item fields used:** Title (feature name), description (what changed and why), tags (repo: comms-api/frontend/livekit-agent)
**Automation:** Every code commit creates a change log entry via the Account Concierge.


1. **Use boards for anything with stages** — If something moves through steps, it belongs on a board.
2. **Link items to contacts** — Creates a full picture of each relationship.
3. **Let the AI manage boards** — The concierge can create, move, and update items based on conversation outcomes.
4. **Tags for priority** — Use tags like `high-priority`, `blocked`, `waiting` for quick filtering.
5. **Board webhooks** — Set up webhooks on boards to trigger external actions when items change.

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