Projects

What are Projects?

Projects are containers that group related boards and markdown pages together. They provide a workspace for organizing work around a theme, product, or initiative.

Creating a Project

1. Navigate to Projects from the top navigation
2. Click New Project
3. Fill in:
4. Title (required)
5. Description (optional)
6. Color - A color used for visual identification
7. Click Create

Adding Boards to a Project

Boards in a project appear in the project sidebar alongside pages. You can add a new board or one you've already been working on, from whichever screen you're on.

Create a new board in a project

• In the project sidebar, click + Add → New Board, or
• When creating a board from the Boards page, choose the project in the Project field

Add a board you already have

From inside the project — in the project sidebar, click + Add → Existing Board…. Search your boards, tick one or more, and click Add. In the list:

• Boards that are already in another project show Move from Project name — adding them moves them here
• Boards you can edit but don't own are greyed out (Owned by … — ask them to add it); only a board's owner can put it in a project

From the board itself — open the board, click Share, and use the Project section at the top:

• Not in a project → Add to project…, then pick a project
• + New project from this board creates a project with this board as its first item
• If the board is already in a project, use Move… or Remove

From the Boards page — hover a board card you own and click + Project.

Standalone boards you own also show a small Organize into a project? hint in the bottom-left corner of the board; click it to open the Share dialog, or × to dismiss it for good.

Newly added boards go to the top of the project sidebar, and the sidebar updates straight away — no page reload. Every add, move and remove shows a notification with an Undo button.

Who gets access

Adding a board to a project gives every project member access to it, and moving a board out of a project removes access for that project's members. Before anything changes, Yando shows exactly who will gain and who will lose access, for example:

3 people will get access — Bob (editor), Carol (viewer), Dave (viewer)

If nobody's access changes, the board is added straight away.

People you'd shared the board with directly keep their access either way. If they aren't in the project, you're offered a checkbox to invite them to the project too (unchecked by default, with their current board role suggested).

Removing a board from a project

Only the board's owner or the project's owner can remove a board from a project. Removing it never deletes the board — it becomes a standalone board again.

Markdown Pages

Projects can contain markdown pages for notes, documentation, or planning:

Creating a Page

1. Open the project
2. Click Add Page in the sidebar
3. Enter a title and start writing in the markdown editor

Editing Pages

The page editor uses EasyMDE (a markdown editor) with:

• Toolbar for formatting (bold, italic, headings, lists, links, code)
• Live preview mode (click the eye icon)
• Auto-save every 2 seconds
• Manual save with Ctrl+S

Reader View

Click Read to switch from the editor to a rendered reader view. Click Edit to return.

Importing Markdown Files

You can import .md files as project pages:

1. Click Import Pages on the project detail page
2. Drag and drop or select one or more .md files
3. Each file becomes a separate page
4. Title is extracted from the first heading (or filename if no heading)

Sidebar Ordering

The project sidebar shows all boards and pages. To reorder:

1. Drag and drop items in the sidebar to change their order
2. The order is saved automatically

Only project owners and editors can reorder items.

Sharing & Member Management

Inviting Members via Share Link

Project owners can invite members by generating a share link:

1. Open the project management page
2. In the Members section, choose a permission level: View Only or Can Edit
3. Click Generate Link
4. Copy the link and share it with your collaborators

When someone opens the link (they must be logged in), they are automatically added to the project.

Managing Active Links

• Active share links are listed below the generate button, showing permission level and usage count
• Click Copy to copy a link to your clipboard
• Click Revoke to deactivate a link — anyone who hasn't used it yet will see an error page

Member Roles

• Editors can create boards, add/edit pages, and reorder the sidebar
• Viewers can see boards and pages but not modify them

Project owners can change a member's role or remove them from the member list.

How Permissions Work Together

Project members automatically get access to all boards within the project — in the browser, through the API, and through AI assistants connected via the MCP server:

If someone has access to a board through both a direct board share and the project, the higher role wins — a viewer on the board who is an editor in the project can edit, and vice versa.

Share links only upgrade, never downgrade. If an existing editor clicks a viewer invite link, their role stays as editor. If a viewer clicks an editor link, they are upgraded to editor.

Member Limits

Free accounts can have up to 3 members per project. Upgrade to Pro for up to 20.