Getting started — Briefboard

Welcome to Briefboard. This guide walks you through the essentials: creating a project, organizing work into milestones, and tracking tasks. It takes about five minutes.

Create a project

A project is the top-level container for everything you track. When you create one, you choose a project key — two uppercase letters used to build readable identifiers across the app.

For a project with the key BB, milestones are numbered BB-M1, BB-M2, … and tasks BB-T1, BB-T2, … These prefixed IDs show up everywhere, so you can reference any item in a conversation, a commit message, or a code comment.

Organize work into milestones

A milestone is a unit of delivery — a sprint, a feature, or a release. Each milestone holds tasks and tracks its own progress.

A typical setup looks like this:

Milestone — Authentication (BB-M1)
- Task — Build the login form (BB-T1)
- Task — Add password reset (BB-T2)

Open a milestone to see its tasks grouped by status, its progress percentage, and any specs attached to it.

Add and assign tasks

Tasks live inside milestones. Each task has a title, an optional description, a status, a priority, and one or more assignees.

Move a task through its lifecycle as the work progresses:

To do — not started yet.
In progress — actively being worked on.
Done — completed and verified.

You can also reorder tasks with drag-and-drop and filter or group them in the dashboard views.

Invite your team

Open your project settings to invite members by email. Each member gets a role that controls what they can do:

Owner — full control, including billing and ownership transfer.
Admin — manage members, settings, and content.
Member — create and edit tasks within the project.

Next steps

Once your project is up and running, connect an AI agent so it can work straight from your real tasks and specs: