User Guide

What is Restyaboard?

Restyaboard is an open-source alternative to Trello, but with smart additional features like offline sync, diff /revisions, nested comments, multiple view layouts, chat, and more. And since it is self-hosted, data, privacy, and IP security can be guaranteed.

Restyaboard is more like an electronic sticky note for organizing tasks and todos. Apart from this, it is ideal for Kanban, Agile, Gemba board and business process/workflow management. It can be extended with productive plugins.

Today several universities, automobile companies, government organizations, etc from across Europe take advantage of Restyaboard.

Restyaboard released to the public in 2015 and it quickly started growing in popularity as “the open-source alternative to Trello, but with smart additional features like offline sync, diff/revisions, nested comments, multiple view layouts, chat, and more”.

Restyaboard provides predefined templates (Bug, CRM, Gemba board, Kanban, Scrum, Todo) for handling all types of projects to handle daily tasks.

What is special about Restyaboard?

Privacy and Data Security

Unlike other software, Restyaboard can be installed on your own servers or your own machine, and you can protect your information.

Easy User Interface

Restyaboard has an easy user interface which enables the users without training to use all the Restyaboard features without difficulty.

Track the status of multiple projects

Using the Restyaboard, you can easily manage multiple projects at the same time within an organization as Restyaboard provides the users to add the details of the tasks and the tasks due date and status of the task inside the card.

Restyaboard compared to popular alternatives

Features Trello
Activities fetch WebSocket Polling (Better, for easy scaling)
Boards
Closed boards listing
Starred boards listing
Add board with predefined templates (Bug, CRM, Gemba board, Kanban, Scrum, Todo)
Board stats

Need more information? Check out this comparison of Restyaboard and Trello.

What is Restyaboard used for?

The official “User Guide” shows you how to build a simple Todo board to manage daily tasks, but it can do much, much more, from managing the CRM projects to extremely complicated Scrum and Gemba Projects.

Wondering if Restyaboard is suitable for your project? Read the Testimonial from Happy Customers

The ultimate list of Restyaboard pros

We’ve scoured the web in search of strong, factual opinions from users and project managers who used Restyaboard.

Some of them loved it, others not so much! Here’s a round-up of what the global software users think about Restyaboard.

Why do people love Restyaboard?

  • If working in a team, this app can ease communication since everyone can see the status of the project on the board.

  • You can turn on and off desktop notifications when needed.

  • If you are offline, you can still make changes on your board, and it will be updated once you have access to the internet again.

  • Since it counts with the board and the calendar is like two apps in one.

  • You can manage your board of process and keep a data calendar at the same time.

  • All information is shared on a real-time basis.

  • You can perform the actions done in Trello and Google Calendar at one place.

  • Restyaboard will do desktop notifications when something moves on your boards.

  • Makes it easier to track candidates when you need them later.

  • Restyaboard will send a reminder mail notification before one day of the card due date.

Offline Sync Feature of Restyaboard

  • Users can do any changes on board without the internet and while the connection is available, offline data will automatically sync. After syncing, the site will reload to display the updated data.

Restyaboard project management process

Every user, every project team, has it's project management process. Do you know how to manage a project? How to manage a project with Restyaboard?

Restyaboard is a great project management software. When you use a software like Restyaboard, which enables users to easily manage their project with predefined templates (Bug, CRM, Gemba board, Kanban, Scrum, Todo) for handling all type of projects, there are still many aspects of the Restyaboard that you can use it to your own liking. Restyaboard project management is a pleasure for users.

Instead, without dwelling on technical details and nuances, we want to show you the revolutionary project management methods that go along with the philosophy and conventions of Restyaboard.

Kanban Project Management

Project managers and users are always looking for a way to manage projects faster. Kanban is one of the many methods that help them do that.

The Kanban method provides an efficient and simple way to manage your tasks and projects. It allows users to fully visualize the status of your processes through a board with dynamic columns that make all tasks and processes steps clear. Everyone can see what needs to be done, who does what and what has already been done.

The global software industry was already moving at a breakneck pace back then. Planning was problematic because of the speed with which the market was changing.

The Kanban Method is a process to gradually improve whatever you do – whether it is software development, IT/ Ops, Staffing, HR department, Marketing, Sales, Procurement etc. In reality, almost any business function can benefit from applying the principles of the Kanban Methodology.

A kanban board is an agile project management tool designed to help visualize work, limiting work-in-progress, and maximizing effectiveness (or flow). Kanban Boards use cards, columns, and continuous improvement to help technology and service teams stick to the necessary amount of work and get it completed!

A Quick Look at About Kanban Board Basics

Kanban has the following three basic elements: board, list, and card.

Kanban board

A board that encapsulating a project or workflow; a traditional project management tool calls this a "project" or "workspace"

Kanban List

A list includes a collection of associated cards—typically those in the same stage of a process—in a titled column on a kanban board; a traditional project management tool calls this a "to-do list" or "task list".

Kanban card

Cards related to your board and list, such as a task to be done or a product to be made, and lives in a list on a board; a traditional project management tool calls this a "to-do" or "task".

What Is Kanban Board? How Does Kanban Board Work? – The Simple Concept

There are three columns in a classic Kanban board model:

To Do

The column "To Do" contains all your cards that are next up. Typically, a ready column is placed at the beginning of the board.

Doing

Column(s) Doing (or ' In Progress ') contains all cards that you are currently working on. You can have multiple Doing columns for each phase of your workflow, as shown above.

Done

Done column(s) includes all the cards you've worked on. Depending on the workflow definition, you can have one or more Done columns to collect cards that have completed a specific part of the workflow. You will also typically have a final Done column that could be highlighted uniquely, to indicate that all work on the cards in that column has been completed

A simple example, In a board, your development team tracks launch progress by moving cards from list to list—To Do, Doing and Done.

Economy of Restyaboard

Restyaboard is an open-source alternative to Trello, but with smart additional features like offline sync, diff/revisions, nested comments, multiple view layouts, chat, and more. And since it is self-hosted, data, privacy, and IP security can be guaranteed.

Restyaboard can also be extended with productive plugins.

Wondering if Restyaboard is suitable for your project? Refer the Apps pricing

The correct way to use and master Restyaboard

Getting into Restyaboard

Restyaboard Board Creation

In Restyaboard, you can create a board with different templates. After creating the board, you can change the Board Visibility and you can also add members to the board. You can also add the Star to the board if you have the permission. You can also see the closed boards, starred boards and My Boards if you have the permission.

Restyaboard Organization Creation

In Restyaboard, you can create an organization by following the below instructions:

  • For creating an organization, go to your Restyaboard login page and sign in with user credentials.
  • After login, click the boards option in the footer and click the "Add Board or Organization" option in the boards dropdown menu.
  • Select the "New Organization" option for adding a new organization.
  • Add a new organization by filling the form with organization name and description and submit the form.
  • After submitting the form, it will create an organization and redirects you to the created organization page.

Restyaboard Card Creation

In Restyaboard, you can create a card by following the below instructions:

  • After login, goto any board page.
  • You can create the card in any lists of the board page.
  • You can also create the card with the Template option if the Card Template plugin is enabled.
  • You can also create the card without entering the board with Instant add card plugin, using instant add card, you can add an attachment, add member and add start date if you have permissions.

Restyaboard List Actions

In Restyaboard, you can add colour to the list, move or copy cards from the current list to other lists by following the below instructions:

  • After login, goto any board page.
  • Please click the Settings icon in the list header for opening the list actions and you can perform the list actions if you have permission
  • In list actions, there are options available for adding colour to list, moving cards from the current list to other lists and copy cards from the current list to other lists, etc.,

Restyaboard Board Customization

In Restyaboard, you can change the background with colours, patterns and Images and You can add the music to the board by following the below instructions:

  • After login, goto any board page.
  • Please click Settings Icon in the Board Header for opening the Board actions and you can customize the board using the list of options.
  • You can change the background with colours, patterns and Images and You can add the music to the board.

Restyaboard Card Options

In Restyaboard, you can copy the card, move the card, archive the card by following the below instructions:

  • After login, goto any board page.
  • Click any one of the cards in the list by clicking.
  • After opening the card, you can add the members, add labels, add start date, add colour and add custom fields if you have the permission.
  • You can also copy the card (or) move the card (or) archive the card if you have the permission.

Restyaboard in Checklist Based Workflow

Mostly all projects have some tasks and we are going to show how to use Restyaboard in Checklist Based Workflow for managing your tasks by following the below instructions.

  • After login, goto any board page.
  • Add the tasks.
  • You can add the Checklists with a list of sub works for the tasks which have to be queued or pipelined.
  • You can check the list of sub works for the tasks which are going on and you can set the due date for those tasks and the remaining sub works will be shown in front of the card.
  • You can check all the sub works entered in the form of checklist items once they are finished.

Restyaboard in Label Based Workflow

Mostly all projects have some tasks and we are going to show how to use Restyaboard in Label Based Workflow for managing your tasks by following the below instructions.

  • After login, goto any board page.
  • Add the tasks.
  • You can add the label New for the tasks which have to be queued or pipelined.
  • You can change the label from New to Inprogress for the tasks which are going to be started and you can set the due date for those tasks.
  • You can change the label from Inprogress to Completed for the finished tasks.

Restyaboard in List Based Workflow

Mostly all projects have some tasks and we are going to show how to use Restyaboard in List Based Workflow for managing your tasks by following the below instructions.

  • After login, goto any board page.
  • Add the lists named TODO, DOING, DONE.
  • You can add the tasks in the list TODO which have to be queued or pipelined.
  • You can move the tasks from list TODO to list DOING if you are going to start the tasks and you can set the due date for those tasks.
  • You can move the tasks from list DOING to list DONE if the tasks are finished.

Restyaboard Workflow Template Creation

Mostly all projects have some tasks and we are going to show how you can manage your projects by creating a workflow template by following the below instructions.

  • Goto your Restyaboard installation root directory. e.g., directory:/usr/share/nginx/html/restyaboard/
  • Create a board template JSON file manually, you can refer to the below example.
  • Copy that JSON file and paste it into the workflow_templates folder which is available in client/js/workflow_templates directory
  • Give file permission to that JSON file e.g.,chmod -R 0777 client/js/workflow_templates/{TEMPLATE_FILE}

Finest Restyaboard examples

If you’re wondering which companies use Restyaboard, look no further — here are some of the companies which use Restyaboard.

eMailPlatform is a SaaS for marketing automation with an intuitive drag'n'drop editor for designing newsletters. Combined with plug'n'play integrations for easy setup of ... Read more Erik Madsen, Chief Product Officer - eMailPlatform
We had initially looked at using Restyaboard to help us with tasks and projects for the IT team. We also have teams within the business whom started to use the system with ... Read more Kia Motors Australia Pty Ltd
We are very happy with Restya. Restya simplifies our project management so very much, its use is intuitive and aesthetic. That's just as important to us. Thanks also for the very great support. Zitronengrau Design
RMT have recently gone live with Restyaboard (0.6.3) including three plugins "Elasticsearch", "Gantt View" and "Hide Card Additional Information". From an IT perspective... Read more Greg Mlodawski (CTO – Risk Management Technologies)

Forget Trello! Restyaboard has been a lifesaver. Fantastic software and beyond-stellar support. Check it out, your org will thank you: https://restya.com

— Jacques Laroche (@jlar0che) Mar 28, 2018

Tellement content d'avoir trouvé Restyaboard, je pourrai enfin remplacer les tâches Outlook au boulot. En plus avec une UI pareille, c'est génial, la collaboration avec plusieurs personnes c'est la cerise sur le gâteau !

— Luca (@Zegorax) Aug 20, 2018

Just started using Restyaboard and I have to say it has transformed how I work. https://restya.com/board

— Tim Oxendale (@TimsSolutions) Mar 28, 2017

State of Restyaboard for 2020 + future possibilities

Five years have passed since the release of the first version of the Restyaboard Software. In the internet world, it’s a whole era in which a product can rise in popularity and then slowly fade away.

But it didn’t happen to Restyaboard. It is now a truly awesome software, actively developed by a team of dedicated creators and supported by a great community.

The long history of Restyaboard Software gives a set of advantages:

  • Adding Additional Features - We have added all the features of Trello as an open-source Trello alternative and we have also added additional features which are very helpful to the users and we have also added the features requested by the users.
  • Integrations Through Other Platforms - We have created a list of integrations for many Platforms so that the user can perform the actions on the other platforms based on the Restyaboard actions
  • Importing the Boards from Other Softwares - We have also added the features which enable the users to import their boards from other software to Restyaboard.

Restyaboard - what will the future bring?

It is hard to predict the future in the long run when it comes to project management software. But the future looks bright for Restyaboard. Apart from this year’s updates, the Restyaboard core team has a long-distance plan: they are heading towards the so-called Restya Core — Restyaboard is planned to release the Restya Core in the year 2020.

The Restyaboard community is important as well — people will continuously create new apps or request new features and support the product itself. Most of the new frameworks can’t count on this kind of support from its users.

Let’s also not forget the huge amount of apps already in Restyaboard. They will be developed and maintained as well, which will create ongoing demand for new solutions, updates and Restyaboard specialists on the market.

Overall, Restyaboard is still going strong, and the demand for Restyaboard software for project management is here to stay. It’s one of the most popular software for project management.

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