Creating posts is available to team members with access to the workspace.
Create a post
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Add a title and description
Give the post a short, specific title, then describe the request in the body — what’s needed and why. The description supports rich formatting; see Write and format the description below.
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Set the properties (optional)
In the panel on the right, set the status, category, precedence, owner, and estimate for the post. You can change any of these later.
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Click Create post
Select Create post in the top right. The post is published to your board and opens so you can add comments or keep editing.
Write and format the description
The description is a rich-text editor, so you have three ways to style your text.Type in Markdown
Use Markdown shortcuts as you type and they convert instantly:
You can also paste Markdown from another document and it keeps its formatting.
Use the ”/” menu
Type/ on a new line to open the formatting menu, then pick a block — Heading 1–3, Bulleted list, Numbered list, Quote, Code block, or Divider.
Select text for inline styling
Select any text to bring up the styling toolbar, then apply Bold, Italic, Strikethrough, Inline code, or a Link.
Post on behalf of someone else
When you’re logging feedback a customer gave you, you can credit the post to them instead of yourself. The post then shows on your board under their name and counts toward their activity, and they get notified about replies and status changes just as if they’d posted it themselves. In the Author section of the properties panel, click the author and choose who the post is from:- Post as yourself is the default: the post is credited to you.
- An existing user or team member: search by name and select them.
- A new user: type their email address and select Add. Sleekplan creates an end-user account for that email and assigns the post to it, so you don’t need to invite or import them first.
Posting on behalf of someone else is a paid feature, available on the Starter plan and above. Posting as yourself is always free.
The author can only be set while you’re creating the post. Once it’s published, the author is fixed.
Attach images and files
Use the paperclip Attach files button below the description to add screenshots, mockups, or documents to a new post. The size limits and allowed file types come from your workspace settings. By default only images are accepted.
Attachments are added as the post’s first comment, not embedded in the description itself. This keeps the original request text clean while still linking the files to the post. Attachments can only be added while creating the post.
Set the post properties
The properties panel on the right controls how the post is categorized and prioritized. You can set these while creating the post or change them any time afterward.
Next steps
Vote on behalf of a user
Add a customer’s upvote to a post that already exists on your board.
Organize your roadmap
Group posts by status or timeline and move them across columns as they progress.
Review incoming feedback
Approve, merge, and triage posts your users submit.