Boards — Copera’s project command center
A board is a rich table. Each row is an item (task, client, product — whatever). Each column is a field (text, date, owner, number, formula, etc.).
29 field types
The main ones:
- Short / long text — description, title
- Date — with reminders, duration, recurrence
- Number — with currency, %, formula
- Dropdown / Status — pick from a list
- People — assign members
- Link / Email / Phone — validated
- Formula — calculate from other fields (100+ functions)
7 views
Same board, different visualizations:
- List — classic table. Default.
- Kanban — cards in columns (by status). Great for tasks.
- Gantt — bars over a timeline. For projects with dependencies.
- Timeline — simple timeline. For roadmaps.
- Calendar — visual agenda.
- Form — generates a public form that feeds the board. Great for intake.
- Workload — capacity per person. For managers watching overload.
Which view to use?
| Scenario | Best view |
|---|---|
| Sprint tasks | Kanban |
| Project with dependencies | Gantt |
| Product roadmap | Timeline |
| Content/editorial calendar | Calendar |
| Client intake / briefs | Form |
| Team planning | Workload |
| Pure data to filter/sort | List |
Formulas
Copera has 100+ formula functions (Excel-like): IF, SUM, CONCAT, DATEDIF, etc.
Common example: days to deadline → DATEDIF(TODAY(), {Deadline}, "d")
Formulas guide →
Automations
Boards have triggers and actions. Example: “When Status changes to ‘Done’, archive the row” or “When a new row is created, notify @Ana”.
Automations guide →
Question about a specific field or formula?
Open a topic in Boards & Projects with a concrete example.