Boards

The Boards module in Vault Synapse allows you to configure templates, statuses, types, priorities, and weights for organizing and tracking tasks. This configuration controls how boards function for users, including available fields, workflow stages, and task attributes.

To access the configuration, open the Configuration window from your profile icon, select Modules in the side menu, choose Boards, and click Open. The module will open in the Templates view, where you can enable or disable it using the toggle in the top-right corner.

The navigation tabs in the configuration view allow you to manage Statuses, Types, Priorities, and Weights. You can filter by active or inactive items or show all.

Templates in Boards

In the Templates view, templates are displayed in three columns: the template name, the number of boards using it, and its status. The action icon (…) at the end of each row allows you to edit an existing template. To create a new template, click Create Template in the top-right corner. 

Creating a template

From the Configuration and then Modules tab, select Boards in the side menu. On the Boards screen, click Create Template in the top-right corner. A new window will open in the General view, with a menu on the left containing the configurable components: General, Fields, Statuses, Workflow, Priorities, Types, Complexities, Usage, and Simple Checklist. Configure each section in turn; changes are applied to the template being edited. Once all sections are completed, click Save. 

General

• Name (required) – Enter the template name.
• Task Field (required) – Choose whether tasks will be labeled in singular or plural form. 

Fields

In this section, configure the visibility and selection type for task fields, including Assignee, Component, Due Date, Reporter, and Version. Click the edit icon next to each field to modify details. For each, you can control visibility in the Web, Mobile, and Client Portal views by selecting the corresponding icons (visible fields are marked in green). On the right side, choose between single-select or multi-select field types.

• Assignee – Edit to define singular and plural naming.
• Component – Edit to specify details relevant to the component field.
• Due Date – Set where due dates are visible.
• Reporter – Optionally allow the “Reported By” field to be changed.
• Version – Define version details for the template. 

Statuses

Define the core statuses for your template: To Do (required), In Progress (required), and Done (required). Select one or more statuses for each from the admin-created list.

• To Do (required) – Click this field to set one or more statuses for your template from the dropdown list. The list will be created by your organization admin.
• In Progress (required) – Click this field to set one or more statuses for your template from the dropdown list. The list will be created by your organization admin.
• Done (required) – Click this field to set one or more statuses for your template from the dropdown list. The list will be created by your organization admin.
• Source Task Status (required) – Populated from the To Do list; choose one status if multiple To Do statuses exist.
• Mandate Comment (required) – Choose when a comment is required (Never, On Stage Change, On Closure, On Status Change).
• Freeze Source Status – Enabling Freeze Source Status will lock the selected source status so it cannot be changed while the template is in use. This ensures that tasks always begin from a fixed, predefined starting status, maintaining consistency in reporting, metrics, and workflow behavior across boards that use this template. 

Workflow

In the Workflow section, select the destination stage for your template’s source from the dropdown menu.  

Priorities

Select one or more priorities for your template from the admin-created list (e.g., High, Highest, Medium, Low, Lowest). Then:

• Default Task Priority (required) – Choose the default from your selected priorities.
• Highlighted Priorities – Optionally mark one priority for emphasis. 

Types

Select one or more task types from the admin-created list, then choose the Default Task Type from your selected options. 

Complexities

Enable the complexity feature by checking the option if you want task complexity to be included in the template. Once enabled, complete all required fields:

• Complexity Field Name (required) – Specify what the complexity of tasks will be called.
• Task Complexities (required) – Select the task weights to be used for this template.
• Default Task Complexity (required) – Choose the default task complexity level or value from the available options.

Usage

Set up the Task Board Name and Key. 

Simple Checklist

Select one or more checklists for the template from the admin-created dropdown list. 

Statuses in Boards

Statuses are shown with columns for name, usage count, and active status. The action icon at the end of each row allows editing or deleting a status. 

How to edit a task status

Click the action button at the end of selected item’s row and select edit. A modal Edit Task Status window will pop up. Edit the name as required and click Save.

How to delete a task status

Click the action button at the end of selected item’s row and select delete. A warning message will pop up. If you are sure you want to delete the status, confirm OK. 

Types in Boards

The Types tab in the Boards module displays all task types in columns showing the type name, color, usage count, and active status. The action menu (…) at the end of each row allows you to edit or delete a type. 

How to create a task type

To create a new task type, open the Boards module and select Types from the navigation header. Click the Create Type button in the top-right corner. In the Create Task Type modal window, enter the name of the task type, select an icon from the dropdown list, and choose a color using the color picker. When finished, click Save. 

How to edit a task type

To edit an existing task type, click the action menu (…) at the end of the row for the type you want to change, then select Edit. In the modal window, you can rename the type, select a different icon, and change the color. Once the updates are complete, click Save. 

How to delete a task type

To delete a task type, click the action menu (…) at the end of the row and select Delete. A warning message will appear; if you are sure you want to delete the type, click OK to confirm. 

Priorities in Boards

Priorities are displayed in four columns: the Name of priorities with their respective icons, the Color, Usage count, and Is Active status. At the end of each item’s row, the action icon allows you edit or delete a priority. You can create a new priority by clicking the Create Priority button in the top right corner of the screen.

How to create a priority

Click the Create Priority button in the top-right corner of the window. In the modal window, enter the priority name (required), choose an icon from the dropdown list (required), and select a color from the palette (required). When all fields are complete, click Save.

How to edit a priority in Boards

Locate the priority in the list and click the action menu (…) at the end of the row. Select Edit to open the settings. In the modal window, you can update the priority name, choose a different icon, or select a new color. When finished, click Save to apply your changes.

How to delete a priority

Find the priority you want to remove, click the action menu (…) at the end of its row, and select Delete. A warning message will appear—click OK to confirm deletion.

Weights in Boards

The Weights tab in the Boards module displays all task weights in columns showing the weight name, color, usage count, weight value, and active status. The action menu (…) at the end of each row allows you to edit or delete a weight. 

How to create a weight in Boards

To create a new weight, click Create Weight in the top-right corner of the screen. In the Create Weight modal window, enter the weight name (required), select an icon from the dropdown list (required), choose a color from the palette (required), and enter the weight value manually or using the built-in counter. When finished, click Save.

How to edit a weight in Boards

To modify an existing weight, click the action menu (…) at the end of the row for the weight you want to change and select Edit. In the modal window, you can update the weight name, change the icon, select a new color, and adjust the weight value by typing it in or using the counter. Once changes are complete, click Save.

How to delete a weight in Boards

To delete a weight, click the action menu (…) at the end of its row and select Delete. A warning message will appear—click OK to confirm the deletion.