Versioning

Versioning lets you capture snapshots of a board, move them through a review lifecycle, and jump between them as needed. It's how you track "what the board looked like for the October review" separately from "what we're actively editing today."

The Version Toolbar Button

The versioning control sits in the top editor toolbar. It shows:

• The name of the active version

• A stage badge (color-coded)

• A dropdown arrow that opens the version list

Stages

Every version has a stage. Badge colors follow the stage lifecycle:

Stage	Meaning
Draft	Work in progress; default stage for a new version
Review	Submitted for review; changes should be minimized
Approved	Sign-off received
Rejected	Review rejected; typically precedes a new Draft
Archived	Kept for reference but no longer actively used

Stages flow in the order: Draft → Review → Approved or Rejected → Archived. You change stage from the actions menu on any version row.

The Version List

Click the version button to open the version list popover. Each row shows:

• Version name

• Last-edited timestamp

• Last-updated-by user

• Fork source (if the version was forked from another)

• A row of action buttons

Actions

Action	What It Does
Add / Create	Creates a new version (tooltip: "Create new version"). New versions start in Draft.
Restore / Open	Click a version row to switch the editor to that version.
Change stage	Move the version between Draft, Review, Approved, Rejected, Archived.
Pin / Unpin	Pins a version to the top of the list for easy access.
Open in new tab	Opens the version in a fresh editor tab so you can compare side-by-side.
Duplicate	Makes a copy of the version.
Delete	Removes the version. You cannot delete the active version.

Permissions

Each action is gated by a board-level policy:

• Create version — users with BoardCreateVersion

• Pin version — BoardPinVersion

• Change stage — BoardUpdate

• Duplicate version — BoardDuplicateVersion

• Delete version — BoardDeleteVersion

• Open in new tab — BoardOpenVersionInNewTab

If you don't have the corresponding permission, the action is hidden or disabled.

Presenter Mode

In presenter mode (and read-only shared views), the version create, pin, stage-change, and more-menu actions are hidden. You can still switch between existing versions.

Limits & Gotchas

• Version names are immutable. Once created, you can't rename a version — duplicate it with a new name if you need to change it.

• You can't delete the active version. Switch to another version first.

• Stage transitions are constrained to the lifecycle order — you can't jump straight from Draft to Archived, for example.

• Fork lineage is visible — if you duplicated from another version, the source is shown in the list for traceability.

Related

• Commit — committing changes to a version's data

• Sharing — sharing specific versions with reviewers