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Boards are the foundation of TaskForge Studio, providing dedicated workspaces where teams can collaborate in real-time. Each board is a persistent canvas where you can draw, add shapes, sticky notes, and text.

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Creating a Board

Boards are created within your organization’s workspace and are accessible to all team members.
1

Navigate to your team dashboard

Select your organization from the organization switcher in the sidebar.
2

Click the New Board button

The blue ”+ New Board” card appears in your board grid.
3

Automatic creation and navigation

A new board is created with the title “Untitled” and you’re immediately redirected to the canvas.

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Board Creation Implementation

Boards are created using the Convex mutation in convex/board.ts:13-37: 
export const create = mutation({
  args: {
    orgId: v.string(),
    title: v.string(),
  },
  handler: async (ctx, args) => {
    const identity = await ctx.auth.getUserIdentity();

    if (!identity) {
      throw new Error('unauthorized');
    }

    const randomImage = images[Math.floor(Math.random() * images.length)];

    const board = await ctx.db.insert('boards', {
      title: args.title,
      orgId: args.orgId,
      authorId: identity.subject,
      authorName: identity.name!,
      imageUrl: randomImage,
    });

    return board;
  },
});
Each new board is automatically assigned a random placeholder image from a set of 6 predefined images.

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Managing Boards

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Renaming Boards

You can rename any board by updating its title. The update operation includes validation:
  • Title is required (cannot be empty)
  • Maximum length of 60 characters
  • Whitespace is automatically trimmed
Implementation in convex/board.ts:64-86: 
export const update = mutation({
  args: {
    id: v.id('boards'),
    title: v.string(),
  },
  handler: async (ctx, args) => {
    const title = args.title.trim();

    if (!title) throw new Error('Title is required');
    if (title.length > 60)
      throw new Error('Title cannot be more than 60 characters');

    const board = await ctx.db.patch(args.id, {
      title: args.title,
    });

    return board;
  },
});

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Deleting Boards

When you delete a board:
  1. All associated favorites are automatically removed
  2. The board is permanently deleted from the database
  3. All canvas data is removed
Deleting a board is permanent and cannot be undone. All drawing data, layers, and collaboration history will be lost.

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Board Organization

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Viewing Boards

Boards can be viewed in two main ways:

Team Boards

View all boards created within your organization. This is the default view showing all collaborative workspaces.

Favorite Boards

Quick access to boards you’ve marked as favorites for faster navigation.

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Searching Boards

TaskForge Studio includes full-text search across board titles:
  • Real-time search as you type
  • Search is scoped to your current organization
  • Works with both team boards and favorites
Implementation in convex/boards.ts:38-44: 
if (title) {
  boards = await ctx.db
    .query('boards')
    .withSearchIndex('search_title', (q) =>
      q.search('title', title).eq('orgId', args.orgId)
    )
    .collect();
}

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Favorites

Favorite boards for quick access to your most-used workspaces.

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Adding to Favorites

You can favorite any board within your organization. The system:
  • Prevents duplicate favorites
  • Associates favorites with your user ID and organization
  • Maintains favorites across sessions
Implementation in convex/board.ts:88-122: 
export const favorite = mutation({
  args: { id: v.id('boards'), orgId: v.string() },
  handler: async (ctx, args) => {
    const identity = await ctx.auth.getUserIdentity();
    if (!identity) throw new Error('Unauthorized');

    const exisitingFavorite = await ctx.db
      .query('userFavorites')
      .withIndex('by_user_board_org', (q) =>
        q.eq('userId', userId).eq('boardId', board._id).eq('orgId', args.orgId)
      )
      .unique();

    if (exisitingFavorite) {
      throw new Error('Board already in favorite list');
    }

    await ctx.db.insert('userFavorites', {
      userId,
      boardId: board._id,
      orgId: args.orgId,
    });
  },
});

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Removing from Favorites

Remove boards from your favorites list at any time. The unfavorite operation:
  • Validates the board exists in your favorites
  • Removes the favorite association
  • Keeps the board accessible in team boards
Unfavoriting a board doesn’t delete it - the board remains in your team’s workspace.

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Board Metadata

Each board stores the following information:
FieldDescription
titleBoard name (max 60 characters)
orgIdOrganization identifier
authorIdID of the user who created the board
authorNameName of the board creator
imageUrlPlaceholder thumbnail image
_creationTimeTimestamp of board creation

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Best Practices

Use clear, descriptive titles that indicate the board’s purpose or project. This makes searching and browsing more efficient for your team.
Favorite boards you access frequently or are currently working on. Keep your favorites list focused to maximize its usefulness.
Periodically review and delete boards that are no longer needed to keep your workspace organized and performant.

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Next Steps

Canvas

Learn about drawing tools and canvas interactions

Collaboration

Discover real-time collaboration features

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