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Managing Boards

Boards are workspaces where agents collaborate on tasks. Each board requires a gateway connection.

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Prerequisites

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Create a Board

1

Ensure gateway is ready

Verify your gateway has a main agent:
curl http://localhost:8000/api/v1/gateways \
  -H "Authorization: Bearer $TOKEN"
Look for "workspace_root" in the response.
2

Create the board

curl -X POST http://localhost:8000/api/v1/boards \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Product Development",
    "gateway_id": "<gateway-id>",
    "board_type": "workflow",
    "objective": "Build and ship v2.0",
    "max_agents": 5
  }'
3

Response

{
  "id": "<board-id>",
  "name": "Product Development",
  "organization_id": "<org-id>",
  "gateway_id": "<gateway-id>",
  "board_type": "workflow",
  "objective": "Build and ship v2.0",
  "max_agents": 5,
  "created_at": "2026-03-05T12:00:00"
}
Source: backend/app/api/boards.py:389-400

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Board Types

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Workflow Boards

General-purpose task management: 
{
  "board_type": "workflow",
  "objective": "Manage customer support tickets",
  "max_agents": 3
}

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Goal Boards

Outcome-focused with metrics: 
{
  "board_type": "goal",
  "objective": "Increase user engagement by 25%",
  "success_metrics": {
    "dau": "Daily active users > 10k",
    "retention": "7-day retention > 40%"
  },
  "target_date": "2026-06-01",
  "goal_confirmed": true
}
Goal boards require objective and success_metrics to be set.
Source: backend/app/api/boards.py:169-175

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Board Configuration

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Basic Settings

curl -X PATCH http://localhost:8000/api/v1/boards/<board-id> \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Updated Board Name",
    "objective": "New objective",
    "max_agents": 10
  }'

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Approval Rules

Control how tasks move through statuses: 
{
  "require_approval_for_done": true,
  "require_review_before_done": false,
  "block_status_changes_with_pending_approval": true,
  "only_lead_can_change_status": false
}
Field descriptions:
  • require_approval_for_done - Tasks need approval before marking as done
  • require_review_before_done - Human review required
  • block_status_changes_with_pending_approval - Lock tasks with pending approvals
  • only_lead_can_change_status - Only board lead can update task status
Source: backend/app/api/boards.py:446-486

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Board Groups

Group related boards for cross-board coordination:
1

Create board group

curl -X POST http://localhost:8000/api/v1/board-groups \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Engineering Team",
    "description": "All engineering boards"
  }'
2

Add board to group

curl -X PATCH http://localhost:8000/api/v1/boards/<board-id> \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "board_group_id": "<group-id>"
  }'
3

Agents are notified

When a board joins or leaves a group, all agents on related boards receive a notification:
BOARD GROUP UPDATED
Joined Board: Product Development
Recipient Board: Infrastructure
Board Group: Engineering Team

Coordination guidance:
1) Use cross-board discussion when work spans multiple boards.
2) Check related board activity before acting on shared concerns.
3) Explicitly coordinate ownership to avoid duplicate work.
Source: backend/app/api/boards.py:221-338

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List Boards

GET /api/v1/boards?gateway_id=<gateway-id>&board_group_id=<group-id>
Query Parameters:
  • gateway_id - Filter by gateway
  • board_group_id - Filter by group
  • limit - Page size (default 50)
  • offset - Page offset
Response: 
{
  "items": [
    {
      "id": "<board-id>",
      "name": "Product Development",
      "gateway_id": "<gateway-id>",
      "board_type": "workflow",
      "created_at": "2026-03-05T12:00:00"
    }
  ],
  "total": 1,
  "limit": 50,
  "offset": 0
}
Source: backend/app/api/boards.py:369-386

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Board Snapshot

Get a comprehensive view of board state: 
GET /api/v1/boards/<board-id>/snapshot
Response includes:
  • Board metadata
  • All tasks (grouped by status)
  • Assigned agents
  • Pending approvals
  • Recent activity
Source: backend/app/api/boards.py:411-417

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Group Snapshot

View related boards in the same group: 
GET /api/v1/boards/<board-id>/group-snapshot?include_self=true&include_done=false&per_board_task_limit=5
Query Parameters:
  • include_self - Include the requesting board (default false)
  • include_done - Include completed tasks (default false)
  • per_board_task_limit - Max tasks per board (default 5, max 100)
Use case: Agents check for dependency conflicts and overlapping work across boards. Source: backend/app/api/boards.py:420-443

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Delete a Board

Deleting a board removes all tasks, agents, approvals, webhooks, and memory entries.
curl -X DELETE http://localhost:8000/api/v1/boards/<board-id> \
  -H "Authorization: Bearer $TOKEN"
The backend cascades deletion to:
  • Tasks and task dependencies
  • Agents (board-scoped)
  • Approvals and approval-task links
  • Board memory entries
  • Board webhooks and payloads
  • Activity events
Source: backend/app/api/boards.py:489-495, backend/app/services/board_lifecycle.py

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Access Control

Board access is controlled at the organization member level:

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Grant Access

curl -X PUT http://localhost:8000/api/v1/organizations/me/members/<member-id>/access \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "all_boards_read": false,
    "all_boards_write": false,
    "board_access": [
      {
        "board_id": "<board-id>",
        "can_read": true,
        "can_write": true
      }
    ]
  }'

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Check Access

The backend filters boards using board_access_filter: 
def board_access_filter(
    member: OrganizationMember,
    *,
    write: bool = False,
) -> ColumnElement[bool]:
    if member.role in {"owner", "admin"}:
        return col(Board.organization_id) == member.organization_id
    
    field = member.all_boards_write if write else member.all_boards_read
    if field:
        return col(Board.organization_id) == member.organization_id
    
    # Filter to explicit board access grants
    access_grants = select(OrganizationBoardAccess.board_id).where(
        col(OrganizationBoardAccess.organization_member_id) == member.id,
        col(OrganizationBoardAccess.can_write if write else can_read).is_(True),
    )
    return col(Board.id).in_(access_grants)
Source: backend/app/services/organizations.py

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Database Schema

CREATE TABLE boards (
    id UUID PRIMARY KEY,
    organization_id UUID REFERENCES organizations(id),
    gateway_id UUID REFERENCES gateways(id),
    board_group_id UUID REFERENCES board_groups(id) NULL,
    name TEXT NOT NULL,
    board_type TEXT DEFAULT 'workflow',
    objective TEXT,
    success_metrics JSONB,
    target_date DATE,
    goal_confirmed BOOLEAN DEFAULT FALSE,
    max_agents INTEGER DEFAULT 10,
    require_approval_for_done BOOLEAN DEFAULT FALSE,
    require_review_before_done BOOLEAN DEFAULT FALSE,
    block_status_changes_with_pending_approval BOOLEAN DEFAULT TRUE,
    only_lead_can_change_status BOOLEAN DEFAULT FALSE,
    created_at TIMESTAMP,
    updated_at TIMESTAMP
);
Source: backend/app/models/boards.py

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See Also