Skip to main content

Board view

Manage the statuses of the tasks in the form of columns in the board view.

Written by Lucas Bauche
Updated over 3 weeks ago

In a project, you’ll find the Board view right next to Tasks. Each task status is a column, and each task shows up as a card inside a column.

You can drag and drop cards between different statuses and also customize the order of cards within a column.


Key benefits and use cases

  • Status at a glance thanks to columns for each task status

  • Move tasks between statuses by dragging cards from one column to another

  • Reorder tasks inside a status to reflect priority or workflow

  • Group the board by task lists or users for a clearer overview

  • Present the board cleanly with presentation mode (great for dashboards)


Move tasks between statuses

  1. Open a project and go to Board view (next to Tasks)

  2. Drag a task card from one status column to another

    or drag and drop tasks within a column to reorder them

Note: This does not affect the order of tasks in the task list.


Add or change columns (task statuses)

Columns in the board are your task statuses. You can create new columns (i.e., new task statuses) directly in the board and customize existing ones.

  1. Go to the column on the far right to create a new status column

  2. Click it and enter a name for the new column

  3. Use the color dropdown to select the status type

  4. To edit an existing status, click the column actions to change the status name, color, or icon.

Note: For the To Do status, you can choose between the grey outlined checkbox and a blue status with an icon. The checkbox is the default layout in your task list. If you choose a blue icon, the To Do status is displayed consistently with the blue icon throughout all views.

You can read more about task statuses here.


Change the order of columns (statuses)

Drag and drop columns to reorder them. Columns use the same order as the status circles in the pop-up you see when you hover your mouse cursor over the task checkbox.

You can also customize task statuses and reorder them in a project’s Settings tab.


Work with the closed tasks column

In project Board view, there is a fixed column for closed tasks.

You can display either recently closed or all closed tasks.

Important: This column can’t be hidden. One checkmark (either Show all or Show recently closed) always remains.


Create new tasks in Board view

  • To add a task in a specific status, click + Add Task at the top of that column

  • Or click the blue + Add- button at the top left

Tasks created with the blue + Add- button appear in the column that matches the task status.

Edit task details from a card

  • Hover over a card to see available actions

  • Click the task name to open task details


Group by lists or users

For a better overview, you can group the entire board by task lists or users.

  1. Click the Group by button next to the Done shown button

  2. Choose whether to group by lists or users

When grouped by lists, you can also assign tasks to other users or move tasks between lists using drag and drop.


Use presentation mode

  1. Click the screen icon in the upper right corner

  2. The board switches to presentation mode (reading mode) and hides extra elements


FAQs

Where can I find Board view?

In a project, Board view is located right next to Tasks.

How do I add a new column (status) in Board view?

Use the column on the far right, click it, name the column, and use the color dropdown to select the status type.

Does reordering tasks on the board change the order in the task list?

No. Reordering tasks within a board column does not affect the order of tasks in the task list.

Can I hide the closed tasks column?

No. The closed tasks column is fixed and cannot be hidden. You can display either Show all or Show recently closed tasks.

What does presentation mode do?

Presentation mode sets the board into a reading mode and hides extra elements to give a clear overview (for example, on a TV dashboard). You can enable it via the screen icon in the upper right corner.

Did this answer your question?