Boards: A Primer

How to create a board, add assets, board views, and more!

Brian Nana-Sinkam avatar
Written by Brian Nana-Sinkam
Updated over a week ago

What is a board?

Boards are a great way to start collecting your assets. Create as many as you need to keep your team and projects organized - there's no limit! Assets can live in multiple boards (unlike Google Drive and Dropbox which require you to duplicate assets and waste storage space).

Best of all, creating a board is easy. Just click the "Create New Board" button at the bottom left side of your workspace or click the plus button next to the Boards section heading (outlined in red below).

Boards provide you and your team with the ability to organize content visually. You can create organizational structure with a board for each of your teams or group content thematically with product-specific boards.

Create sub-boards to act as multi-level pockets for easy and customizable asset organization. Again, unlike a traditional folder structure, your images and videos can live in multiple boards without the need to duplicate assets, take up more storage, or mess with permissions.

For example, if you have an image of a product photoshoot, you may want that image in the board you created to house the photoshoot content and a board specific to the product, and also a board for seasonal advertisements you're running this month. Instead of having three copies of the same image, simply add the image to all three of those boards!

Board Views

How you view your content can be just as important as the content itself. Use the view toggle button to switch between Gallery, Table, and Kanban view. Gallery view is perfect for presenting content to teammates and partners, conducting brainstorms, or simply sparking spontaneous creativity. Table view allows you and your team to see important metadata like file extension, size, and resolution in a quick scroll format. Kanban view displays details like edit status, usage rights, expiration dates, and project assignee for quick and easy handoffs.

Gallery View: highly visual grid display– feels like scrolling through social media or looking at a mood board instead of digging through a file cabinet.

Table View: easily scrollable, detailed list of content with metadata front and center– distinguish between assets at a glance and view information side-by-side.

Kanban View: visually manage workflows in columns based on custom fields for your actionable information and stack the workspace to become a creative project management tool

Adding assets to a board

From Gallery View

  1. Select the content you'd like to add by clicking and dragging over the images and videos (Or multi-select assets using Cmd+click on a Mac or Ctrl+click on a PC)

  2. Right-click your selection and choose the 'Add to board' option

  3. Select an existing board from the dropdown menu or start typing to create a new board

From Asset View

  1. Select the board icon from the right panel and then select the 'Add to board' option

  2. Select an existing board from the dropdown menu or start typing to create a new board

Sharing boards

Share boards with a link:

  1. Click the Share button and select Share a link, or use the sidebar shortcut seen in the screenshot below.

  2. From the Share screen, you will have access to Advanced Settings, with toggles that provide options for the ability to download assets and more!

  3. Copy and share the link to give access to a contributor. Anyone with this link will now be able to interact with the board based on set permissions. They will not have access to any other boards in your workspace unless you create share links for those boards as well.

Invite board-specific Guests - Available with Pro & Enterprise plans

  1. Navigate to a board and click the share button in the top right

  2. Choose the "Invite people" option

  3. Enter a valid email and choose permission levels - Guest Viewers are free!

Need some ideas for what to do with your boards?

  • Send final designs to your social media manager for next week's posts

  • Share RAW photoshoot content with your freelance editor

  • Present a visual review of work with clients for feedback

Add to Board vs. Move to Board

This section provides information about the differences between adding and moving assets to a board.

Add to Board

Move to Board

Available By

• Right-click menu or ellipsis menu on selected assets

• Drag & drop assets from library to boards

• Drag & drop assets between boards (or sub-boards)


Selected assets are duplicated to another board (they exist in both boards)

Selected assets are moved over to a new board (they will NO LONGER exist in the old board)

Custom fields

Stay the same

Stay the same


Not duplicated; comments are board-specific

Will NOT be moved; they will be DELETED

Please Note: If an asset is moved back to a board where it once had comments, those comments will re-appear.

Duplicate a Board

This section explains what properties of a board persist with the duplicated board.

Persisted across duplication?

Saved Board View (Sort and View Options)


Comments & Annotations

Board Custom Field Values

Share Links & their settings

Board View Options

There are three types of board views: Gallery View, Table View, and Kanban View. Each view has its own unique features that may be useful for different workflows.

Gallery View

Gallery View provides a visual preview of all assets in a board. The view separates assets from files and allows you to see at a glance the metadata associated with each asset.

Table View

Table View provides the ability to compare assets and metadata side by side. You can perform bulk actions on assets and change asset names in-line.

Kanban View

Kanban View is best for workflow management. It allows you to group assets by custom fields and drag and drop them between columns to update custom field values.

Saving a Board View

You can save a board view and sort order as the default view for all users. Filters, however, will not be saved.

Common Q&A

Is It Intentional When a User Logs In to a Workspace for the First Page They Open to Be the One With the Most Recent Activity?

Yes, this is expected behavior when a user logs in to a workspace for the first page they open to be the one with the most recent activity. If logged in through SSO, the user can create a bookmark to quickly access the general library or a specific board.

How Can I Use Board Descriptions?

Board descriptions can be used to free-type plain text with paragraph breaks and hyperlink to URLs.

Can we recover deleted boards?

No, we cannot recover deleted boards because we do not store board structure in our database.

Can we recover deleted assets?

Yes but only for Enterprise customers.

Is there a character limit for asset names and board names?

Yes - the character limit is 255 characters for board and asset names.

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