Setting up Perpetual Boards

Perpetual Boards (also called evergreen boards) are ideal for workflows that don’t follow a strict sprint or time-boxed cycle — like support queues, operations, content pipelines, or continuous delivery teams. These boards are always active and display work as it flows through your process without specific start or end dates.

Step 1: Navigate to Boards

Click “Boards” under your workspace or product view.

Step 2: Select your working teams folder.

Navigate to the working teams folder for which you want to add a board. Or create a new folder at this time.

Click the “+ New Board” button.

Step 3: Configure Basic Board Settings

In the board creation dialog:

Name your board
Example: “Customer Support Queue” or “Marketing Content Pipeline.”

Provide a description (optional)

Choose your status collection.
The status collection will drive the phases you are using to use for this board. The status collections should already have been set up when creating your Settings. But you can add a different status at this time by clicking on Manage Statuses or heading over to Settings.

Select a default team (optional)
The default team is used to pre populate the team field when you create an item while viewing the board.

Click Create Board.

The board Displays. This is just an empty board at this point. To add items, you can either:

• create items here on this screen by:
  • Clicking New Item
• Import a set of items from the workstream
  • To do this, click Import Items.

❗ Important: To make this a perpetual board, do not assign a cadence (sprints, cycles, PIs).
That’s what makes it evergreen — it runs continuously with no time box.
You can add items to the board in and view several ways:

Drag existing work from a backlog or other views

Step 4: View Boards

To view columns in a kanban board

To view board items in a Table view

To view board items in 2 D view:

Step 5: Edit views and columns as Needed

Click the gear icon in the board header.

Add, remove, or rename columns to match your team’s real process.

Use column-level filters if needed (e.g., only show high-priority work).

Step 6: Saves Views, as desired

Personal view vs. Public views

Step 7: Create New Items, as desired

Create new items directly on the board using the “+ Add Item” button in any column

Apply filters to auto-show only items that match certain criteria (e.g., tagged with “support” or assigned to a specific team)

Step 8: Monitor and Manage Work

Once the board is active, you can:

Drag cards across columns as work progresses

Click into any card to update status, add comments, assign owners, or adjust metadata

Use filters in the top-right to focus by team member, priority, status, or tag

Archive completed work periodically to keep the board clean

Optional Functionality

Calculated fields: Use formulas to track cycle time or SLA metrics.

Automation: Create automations to move items when status changes, assign owners, or update fields.

Export Data: Using filters as needed, click on export in a .csv file.

Note - powerful reporting and analytics tied to these boards are available in the Reports Module.

Tips for Using Perpetual Boards Effectively