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What is Cardboard?

CardBoard is a simple tool to collaboratively discover your product, from user experiences to MVPs – think in product.

See it in action here.

What are Collaborators?

Collaborators are anyone that you add to your community that you want to be able to create, edit, and view your boards!

What are Viewers?

Unlike collaborators, who can view, edit and create boards, a viewer can only see already created boards.

Does someone need to make an account to view one of my boards?

No, once you’re in a community, in the board’s settings, you are able to invite viewers with just an email address.

What is the difference between a public and private board?

Public Boards are viewable by anyone with a CardBoard account. On the other hand, private boards are only visible to the members of the paid community that owns it.

Where can I find a list of shortcuts?

You can find a full list of shortcuts right here.

Or when viewing a board you can type “?” to bring up the shortcuts.

What is a Journey?

Group cards into journeys to visualize value collections.

A journey is a collection of cards that reflects a certain path across your board. It can help identify requirements from a user perspective, e.g. buyer, seller, administrator etc.

How do I make a Journey?

Select multiple cards by keeping the SHIFT key pressed. Then click the ‘Create New Journey’ icon. Click the journey title in the list to highlight that journey on the board.

Watch a video about journeys here.

Do you need an account to view a community board?

The short answer is yes.

Because each community is either a part of the public CardBoard community or a private paid community, users need an account in order to view boards.

How do I share a board with someone outside my community?

The best way to share a board with someone is to add them as a viewer or a collaborator of your community.

The other option is to download the board as either a PDF or CSV file and then to share it that way.

Managing Your Community
How do I add Collaborators to my Community?

To invite a new collaborator to your community, select your profile icon in the upper right hand corner. Then select “Manage Your Community”. From there, simply select “Collaborators” on the left tab and enter the email addresses of whom are the individuals you’d like to add.

How do I add Collaborators to a board

When you are on a board, you can invite other users to collaborate with you by clicking the 3 person icon

3 person icon

Then select the collaborators who you want to join the board. They will get an email invite.

Can I connect my Community to my organization’s Single Sign On?

If you’re an enterprise customer, yes.  Enterprise customers get the option to log into CardBoard with your organization’s credentials, using SAML.

Read more about SSO integration here.

How do I make a public board private?

The best way of doing this will be to clone the public board once you’re a paid CardBoarder and then delete the public board.

What’s included in a free trial?

Trial CardBoarders can add up to five collaborators (who also count as viewers) and create up to five boards. A trial membership expires after 14 days.

What are my options when my trial period ends?

Once a member’s trial is over, you have the option to become a Public CardBoarder – that is, create and edit boards that are viewable (and clone-able) by everyone in the CardBoard community, or purchase a community.

What happens to my collaborators and viewers when my trial ends?

When your trial membership ends, all of your collaborators and viewers will be disassociated with your community, but you can always add them back if you choose to purchase a private paid community.

What happens to my boards when my trial ends?

When your free trial ends, your private boards will be deleted, but your public boards will be unaffected, and your account will default you into a Public CardBoarder membership; the same goes for your collaborators’ boards and accounts. If you wish to keep your private boards, before you delete your community, you can either covert them to public boards or download them as CSV files.

What happens to a trial member’s boards when I add them to my community?

The trial members’ boards will not transfer automatically, but they are given the option to do so. These boards will, however, count against the community owner’s total board allotment.

Do invited collaborators count against my allotment of collaborators even if they haven’t accepted the invitation yet?

Yes, but you can always delete the invited if she or he hasn’t joined in a timely manner from your community page, or even if they accept and become non-contributing.

Can I transfer boards from a trial account to a paid community?

The best way to transfer a board is to download the map as a CSV file by clicking on this icon in the upper right corner. Once downloaded, import the data as a new board, by choosing “Upload from different CSV”.

Integrating Your Boards
How do I integrate my boards with an Agile planning tool like JIRA?

CardBoard seamlessly integrates with several of the most popular Agile planning tools including JIRA!

Click your preferred tool below to learn more:

How do I connect to my tool’s instance?

To connect a CardBoard board with a Project Management System (e.g. JIRA, VersionOne, Pivotal, Trello) project, the CardBoard user is required to have read/write permissions within the project.

This means that anyone who can edit the project can connect the project to a board in CardBoard. You can create the connection with you instance’s unique URL (in the case of Pivotal or Rally, the unique URL is not needed, unless you’re hosting it).

Once that connection is made, it stays until it is disconnected from CardBoard.

How do I connect to VersionOne with an access token?

To connect to a CardBoard board to VersionOne project with an access token, you must create an access token from within VersionOne first. Those instructions can be found here.

Once the access token is created, to connect your board to your VersionOne instance all you need is your VersionOne username and access token, and you’ll be able to tie your board with a project.

How do I connect to Azure DevOps with an access token?

To connect to a CardBoard board to Azure DevOps project with an access token, you must create an access token from within Azure DevOps first. Those instructions can be found here. Once the access token is created, to connect your board to your Azure DevOps instance all you need is your username and access token, and you’ll be able to tie your board with a project.

How does syncing work?

CardBoard differentiates between epics and stories when syncing with tools. By default, epics are purple and stories are white.

On import of a tool’s stories to CardBoard, CardBoard will place epics on the top row and corresponding stories directly below.

Can I sync one board to multiple projects? How about multiple boards to the same project?

As of now, you can only sync one CardBoard board to one project (at a time) and everything is transferred — there is no selective sync. That is, if you make a change in CardBoard that change will be synced to your project.

Same for the other way around, when you make a change in a project and sync with CardBoard, your board will reflect that change. Unlike blackholes, all information is retained and transferred.

You can, however, connect multiple boards to a single project where all those boards will contain the same data as the other boards and the project. (We recommend this only with a very intentional meaning behind doing so.)

How do I enable story sizes in my JIRA project?

For story sizes from CardBoard to be synced into your JIRA project, you must turn on story points as a entry configuration in your project. (They are not turned on in default Scrum software development.)

To do so, go to [project administration], select [screens], select the “pen” of your main screen scheme, select the screen scheme’s name, and at the bottom in the [Select Field..] text entry and type “story points” and hit enter. For JIRA’s official documentation, look here.

Billing & Purchasing
How do I purchase a paid community?

The easiest way is to click the “Subscribe” button on your home screen.

If you are buying enterprise licenses, contact us at (317) 844-4366.

How can I request an invoice?

Currently, we only offer invoicing an annual subscriptions of 10 or more licenses.

If you have an account with 10 or more licenses, you can request a license by clicking the blue chat button in the lower right corner of your screen or by calling us at (317) 844-4366.

What are the steps to cancel my membership?

We hate to see you go, but if you are sure that you’d like to cancel your subscription you can by following these steps:

  1. Click on your Avatar in the upper right hand corner of your screen.
  2. Click “Manage Your Community”
  3. Click “Delete this Community” and confirm.

This will close your community and end your subscription.

How do I get my receipts?

If you’d like to see your receipts please do the following:

  1. Click your avatar or initials in the upper right hand corner.
  2. Click on “Manage Your Community”
  3. Click on “Payment”
  4. Then click on “View Past Receipts” to see all of your receipts.
How do I update my billing email?

Just go to “Manage Your Community” and then select “Payment” from there you will be able to change the email address we send the billing information to.