2 Collaboration, Reminders and Data
Accounts and Permissions
- Administrator (the first account created): adds members (passwords of at least 6 characters), removes members and resets any member's password under "Account Management"; cannot delete themselves.
- Members: created by the administrator or self-registered on the login page; each gets their own default board.
- Board permissions: owners edit, delete and share boards; shared boards are visible and editable by all logged-in accounts; unshared boards are inaccessible.
- Personal preferences: theme, default view and default board sync with the account; UI language follows the browser.
- Password reset: avatar menu → "Account Management" → the member → "Reset Password", entering a new one (at least 6 characters).
Email Reminders
Setup:
- Avatar menu → "Notification Management" → "Mail Settings": fill in the sender mailbox, password, sender name, SMTP server and port; check SSL as the provider requires.
- Click "Send test email" — receiving it means the configuration works.
- Add recipients (name + email) under "Notification List"; enable or disable any time.
- Set a "notify time" on cards that need reminders; they send automatically when due.
Sending rules:
- Cards sharing one reminder time are merged into a single email with board, column, card title, priority and due date.
- Each card sends once per time; to remind again, change the card's notify time.
- The mailbox password never echoes after saving; leaving it blank on the next save keeps the original.
Import and Export
| Action | Entry | Use |
|---|---|---|
| Export | Top "Export" icon → Export JSON / Export Markdown | Backup, migration, weekly reports |
| Import | Top "Import JSON" icon | Restore data, rebuild boards on a new instance |
- Exports contain the current board's full structure (columns, cards, tags and all fields).
- Import matches by board name: with an existing name it asks "Board name exists — overwrite?"; confirming replaces the board's columns and tags (irreversible); otherwise a new board is created. Export a backup before overwriting.
- Export files exclude member accounts and mail reminder settings — rebuild them after migrating.