How to use BoardMark
Ten steps from signing up to everyday work. Each step links to the guide that explains it in full.
There is an interactive tour in the app
The app has a built-in interactive tour: it starts the first time you sign in, and you can restart it any time from the help (?) button in the top bar.
From signing up to everyday work
Sign up and pick an account type
Open the signup page, enter your name, email and a password (8–128 characters), and choose an account type. An individual account is just you and cannot invite anyone; a company (juristic) account can invite members, create teams and give project access. The account is created at once — no card needed.
- The verification email does not block anything, but you need a verified email to go beyond the free tier
Read more:Sign up →Account types →
Sign in and start from the projects dashboard
Sign in to the web app and you land on the projects dashboard: a card for every project you can access, with running sprints, open issues and the ones assigned to you. My work gathers every open issue assigned to you, across all projects.
- Star the projects you use most so they stay on top; search, filter and switch between cards and a list
Read more:Projects dashboard →My work →
Create a project and choose a board type
A company admin clicks Create project on the projects dashboard, picks a short project key such as APP, which prefixes every issue (APP-1, APP-2, …), and chooses a board: Scrum to work in sprints, Kanban starting from a Backlog column, or Delivery pipeline with Testing and Passed columns for each environment.
- The free tier allows up to 2 projects
- Projects are created in the web app only
Read more:First project →The three board types →
Create issues and assign them
Create an epic, task, subtask or bug and write the description in the rich-text editor, which saves Markdown. Paste or drop images straight into the text, and attach files with the button or by dropping them. To take an issue yourself, press Assign to me on the card or in the issue drawer, or press I.
Plan the work and move cards on the board
On Scrum, open the Backlog tab, drag issues from the backlog into a sprint and press Start sprint (project admins). On Kanban, drag cards from the Backlog column to To Do when the team is ready. On every board, drag cards across columns to change their status — everyone viewing the board sees it in real time.
- On phones, long-press and drag
- Delivery pipeline: an issue that fails testing moves to Test Rejected and goes back to development
Read more:Backlog planning →Starting a sprint →Moving cards →
Talk in comments and get email notifications
Comment on an issue in the same rich-text editor, and press Reply under any comment — replies are grouped in threads. You get an email when an issue is assigned to you, when someone comments on an issue you are assigned to or reported, and when someone replies to your comment.
- Comments cannot be edited once sent
- Emails carry English and Thai in one message
Read more:Replies →Email notifications →
Invite your team and give project access
In a company account, company admins invite members by email in the admin console. People who already have an account are added at once and get an email; everyone else gets an invitation email with a signup link. Then give access in Project settings → Members & access: pick people or whole teams as Project admin, Member or Viewer.
- Only enabled seats can open the board
- Create teams in the admin console and give a project to a whole team at once
Connect an AI agent over MCP
Add BoardMark as an MCP server in Claude Code and sign in through your browser, or use a personal access token for CI. The agent works with exactly your rights — only your projects, never admin — and is not a seat.
Read more:AI agents · MCP →Connecting an agent →
Understand billing
The first 2 seats of every company are always free. Before a 3rd user, a 3rd project or more than 10 GB, verify your email and complete the tax profile in the admin console — no card needed. Billing is post-paid: an invoice on the 1st for the previous month, paid by card, PromptPay QR or bank transfer, then a receipt / tax invoice.
- ฿249 per seat per month (excl. VAT), prorated by seat-day
- Juristic companies may withhold 3%
- Only company admins see invoices
Read more:Pricing →Free tier →Tax profile →Paying invoices →
Choose your language and theme
BoardMark works in English and Thai. Switch the language with the language button in the top bar — your choice is remembered — and switch between the light and dark theme with the theme button next to it.
Read more:Languages →
Still need help?
Read the full guides in the docs, or write to us at support@boardmark.ai