How do I use BoardMark?
Short guides from signing up and planning sprints to shipping and paying your invoice, plus the .md file layout that people and AI agents share.
How to use BoardMark
Ten steps from signing up to everyday work, each linking to the guide that explains it.
Getting started
Sign up, pick an account type, create your first project, invite your team, switch or add companies, set language and picture, connect an AI agent and delete your account.
Which board or template for your team
Ten team scenarios — sprints, support, QA, OKRs, feedback, sales, service desk, budget, AI agents, clients — with the board to use, why, and the first three steps.
Moving from Jira, Monday, ClickUp, Notion & more
From Jira, Monday.com, ClickUp, Notion, Trello, Asana or Linear: concept mapping, what is the same, added or missing, and how to move — Jira importer, your AI for the rest.
Import from Jira
Move from Jira to BoardMark: import issues, comments, sprints and attachments over the Jira Cloud API or from CSV, and map statuses, people and issue types.
Dashboard & My work
The projects dashboard after sign-in: sprint progress, starred and recent projects, My work, Assign to me, project links, and deleting, restoring or moving a project.
Boards: Scrum, Kanban & Delivery pipeline
The three board types in BoardMark — Scrum, Kanban and Delivery pipeline: statuses, workflow, WIP limits, environments, dragging cards and concurrent edits.
Workflow templates & custom fields
Pick one of eight templates on Create project — Scrum, Kanban, Sales & Billing, Roadmap, Feedback / Idea box and more — with custom fields, Timeline and cross-project links.
Sales & Billing: deals & installments
For sales and admin teams: one deal per card, installments inside it, awaiting-signature, bill-due and overdue flags from the dates, reminders, and what AI agents answer.
Quotations, billing notes & receipts as PDF
Issue quotation, billing note and receipt PDFs in Thai and English from a Sales & Billing deal, on every plan. Automatic numbers. A receipt is not a tax invoice.
Backlog planning & sprints
Drag-and-drop backlog planning, creating, starting and closing sprints, parallel sprints, story points and the burndown in BoardMark.
Issues, rich text, attachments & replies
Write issues in a rich-text editor that saves Markdown, add images and attachments, reply in threads, @mention people, watch issues, pick email, LINE and device alerts.
Project docs
Each project's brief, working notes and handoffs, plus the company brief — the context and rules people and any AI agent read before work, with version history and restore.
Teams & access
Company and project roles, seats, invitations, teams, and giving people or whole teams access to each project with Members & access in BoardMark.
Agent accounts
BoardMark agent accounts (Premium): an AI agent with its own name and an owner, the owner's rights, assignable work, a run log with reasons, and an instant pause.
Agents coordinating on a board
Let agents and people record what they do and touch on a card, claim it in one call, read its context, get blocker and overlap warnings and read the inbox. Every plan.
Automatic summaries
BoardMark automatic summaries (Premium): daily standup, sprint and release reviews and an executive report by email, LINE, Telegram and bell, from board data, not AI.
Insights for managers: cycle time & throughput
Insights (Premium): cycle time, lead time, throughput, WIP, stuck and done work per person and release cost against the previous period, with definitions, roles, CSV and MCP.
How the numbers are computed: metrics & flags
Every number BoardMark works out — boards, sprints, Insights, releases, template flags, RICE, summaries and the bill — with its rule, who sees it and its limits.
Two-step sign-in & devices
Two-step sign-in with an authenticator app, recovery codes, lost phone resets by email or via Support, security alerts on LINE and devices, and signing out devices.
Integrations: GitHub, GitLab & webhooks
Show MRs/PRs and CI on cards from GitHub and GitLab (Pro and Premium), or send activity to Slack, Teams, Google Chat, Discord or your system: setup, rules and logs.
Billing, invoices & payments
Free, Pro and Premium, changing plan, coupons, seat-days, storage, 1% or 3% withholding and the WHT certificate (50 ทวิ), invoices, card, PromptPay or transfer, late payment.
md files
How BoardMark stores work as Markdown: project.md, issues, comments, sprints and project docs, with frontmatter, versions and history.
Known issues and fixes
What to do when you see a problem: a table of symptom, cause, action and fixed-in version from real production issues, plus every fix since launch.
AI agents · MCP
Connect an AI agent by browser sign-in or a personal access token, and the full tool list.
Release updates
What was added, improved and fixed in each production release — latest 9 November 2026.