Forgeboard Guide
Everything Forgeboard does, and how to use it — from your first project to sprints, roadmaps, reports and administration.
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Getting started
- WelcomeThe core ideas: workspaces, projects, issues, sprints and boards. Plus a map of everything the app does.
- Creating your workspaceSign up, verify your email, then set the workspace up with a first project, a first issue and your team.
- Finding your way aroundThe sidebar and its groups, the command palette, keyboard shortcuts, the theme, and opening issues in a panel or as a full page.
- ProjectsCreate a project, choose its key and template, manage its team, make it private, turn on triage and archive it.
- Members and rolesInvite people, pick their role, create custom roles, give guests limited access, deactivate or remove members and transfer ownership.
- Notifications and the InboxWhat notifies you, how to work through the Inbox, and how to choose instant email, a digest or no email for each kind.
- Your accountYour profile, password, two-factor authentication, signed-in devices, and deleting your account.
- The mobile appYour issues, sprint and notifications on iOS and Android, with push notifications, offline changes and a biometric lock.
Issues
- Issues overviewWhat an issue is, the four issue types, how keys work, the fields every issue carries and where you see them.
- Creating issuesOpen the New issue panel, start from a template, fill in the fields and attach files — or let issues arrive from email, chat, forms and the API.
- The issue pageEverything on an open issue: fields, description, checklists and Definition of Done, worklogs, attachments, comments, mentions, activity and pull requests.
- Sub-issues and linksBreak work down with parent and child issues and epics, and connect related issues with links such as blocks, duplicates and relates to.
- Moving issues through a workflowChange an issue's status, which moves its workflow allows, transition rules, the Definition of Done gate and reopening.
- Searching and filtering issuesFind issues with the search box's field:value language, filters and saved views.
- Bulk actionsSelect several issues in the Issues list and change their status, assignee, labels, priority, type, sprint, release or due date at once — or delete them.
- TriageHold issues raised from outside the team in a Triage inbox until someone accepts, declines or snoozes them.
- Recurring workRaise an issue from a template on a schedule — every day, week, two weeks, month, quarter, six months or year.
- Importing issuesBring issues in from another tool with a CSV or Excel file, or connect to Jira, Redmine or ClickUp and keep pulling changes.
Planning and delivery
- BoardsA project's issues as cards in workflow columns, dragged from one status to the next.
- The backlogRank the work nobody has planned yet and drag it into sprints.
- SprintsCreate, start and complete a sprint, and read its report, burndown and velocity.
- Sprint retrospectivesWrite down what went well and what did not, and turn the agreed actions into issues.
- The roadmapEpics on a timeline, with dependencies, and an optional public roadmap for people outside the team.
- Releases and milestonesGroup issues into a version with a target date, ship it, and generate its release notes.
- The calendarDated issues on a month or week grid, with sprints and shipped releases, rescheduled by dragging.
- WorkloadWho is carrying what over a date range, measured against each person's weekly capacity.
- Goals and OKRsObjectives with measurable key results, and how their progress and pace are worked out.
- InitiativesBodies of work bigger than an epic, across projects, with progress and a forecast from their epics.
Insights and reports
- InsightsThroughput, cycle time, velocity, burndown and more for one project or the whole workspace, over a date range you choose.
- Home dashboardsArrange your own Home page from widgets, keep several dashboards, or have one suggested from a description.
- DORA metricsDeployment frequency, lead time for changes, change failure rate and time to restore — what each one counts here.
- The report builderBuild a report by dragging fields: what to group by, measure and filter.
- Report schedulesEmail the productivity report as a CSV attachment every week or every month.
- Exporting dataDownload the whole workspace as JSON, or issues, insights, reports and form responses as CSV.
Collaboration
- DocsWrite and organise pages for your workspace or a project, edit them together live, keep every saved version, and share a page by link.
- FilesUpload, organise into folders, preview and share the files your workspace keeps.
- WhiteboardsA free canvas of stickies, text, frames and arrows, where any note can become an issue.
- Mind mapsBreak an idea down into branches with the keyboard, then turn any node into an issue.
- FormsBuild a public form anyone can fill in without an account; every response becomes an issue.
- Team chatTalk with colleagues in public and private channels, with threads, mentions, reactions, files and search.
- AI assistanceDraft issues from a sentence, break epics into stories, summarise an issue and find duplicates, using your own AI key or the built-in provider.
Administration
- Workspace settingsYour workspace's own identity and branding.
- Workflows and statusesDecide which statuses an issue can be in, which moves between them are allowed, and which project or tracker follows which workflow.
- Custom fieldsAdd your own fields to issues — text, numbers, dates, dropdowns, people, formulas and roll-ups.
- Trackers and prioritiesRename and recolour issue types and the four priority levels, and map Impact and Urgency to a priority.
- LabelsCreate the coloured tags people put on issues, for the whole workspace or one project.
- Issue templatesGive people a prefilled starting point — type, title, description, priority and labels — when they create an issue.
- Project templatesStart new projects from a built-in setup or from how one of your own projects is configured.
- Issue automationsWhen an issue is created, updated or commented on and matches your conditions, change it, comment on it or tell someone.
- Audit logSee who signed in, invited someone or changed a record in the workspace, and when.
- Assigning issues automaticallyShare new issues out across a pool of members when nobody was assigned.
- Auto-closing stale issuesMove an issue out of a waiting status after a set number of quiet days.
- Automation rulesTurn a webhook from any outside system — monitoring, alerting, error tracking — into an issue.
- On-call rosterWho is on call, and when — for the On-call assignment strategy.
- File storageChoose where uploaded files go — built-in storage or your own cloud bucket.
- Data retentionArchive or delete closed issues automatically after a set number of days.
Integrations
- GitHub, GitLab and BitbucketLink pull requests, commits and CI runs to issues.
- Creating issues by emailTurn inbound email into issues, forwarded from Gmail, Outlook or any provider.
- Creating issues from Slack and TeamsTurn Slack and Teams messages into issues, followed in the same thread.
- Notification channelsWhere notifications are delivered: an email provider, Slack and Teams.
- Sending email through your own SMTPHave the workspace's email sent from your own mail server.
- Outbound webhooksNotify your own endpoint when an issue, comment, sprint or release changes.
- The REST APIRead and write issues from your own scripts with an API token.
- FigmaConnect a project to Figma and pin design frames to its issues and docs.
- AI providersUse the built-in AI provider or bring your own key, and choose which model powers each AI feature.