Creating a Board View

• Under any list click on the + View button
• Name the view
• Select Board
• Select grouping field (mandatory)
• The list should have a static list or a status field to group the columns by.
• Click Create, and you have your new Board view.

View options

Board Customization

Density

Normal

The recommended viewing density with:

• Field labels.
• Field values on the same line as the labels, with longer values omitted to keep the view clean.

Full

• Field labels.
• Field values in a separate line under the label, given more space for easier readability.

Minimal

• No field labels
• Just field values

Fields (Columns)

Creating a new Field

• Under Board Customization
• Click on the Fields drop down menu
• Click + New Field
• And then continue to customize your field

Show/Hide Fields

• Under Board
• Click on the Fields drop down menu
• Use the toggle next to each field to show/hide

Order Fields

• Under Board Customization
• Click on the Fields drop down menu
• Before each field you will see a drag indicator.
• Click and hold it then move the field to the order you’d like to see it at.
• Repeat for all fields until you’re satisfied with their order.

Show Completed Tasks

• In task lists you have the option to show/hide completed tasks
• Completed tasks are determined by whether they’re in a closed status or not.
• The option is disabled by default

Collapse empty columns

• You can toggle this option to auto collapse columns when they become empty
• This help keep the board cleaner

Grouping/Columns

You can group records based on a static list or status

• Click on grouping
• Select the grouping field from the available grouping fields in that list
• Each column can be folded or opened separately

Create Columns

You can easily add more columns by simply:

• Scroll to the last column
• Click “+ add group”
• Type in a name
• Give it a color, and you’re good to go.

Delete Column

• Hover over the column you want to delete
• Click the 3 dots menu
• Select delete column

What happens to the card in the column?

• If the field is mandatory the cards will go to the first column on the board
• If the field is optional the cards will go ungrouped column

Rename Columns

• Hover over the column you want to delete
• Click the 3 dots menu
• Update the name to your liking

Change Column color

• Hover over the column you want to delete
• Click the 3 dots menu
• Select one of the available colors

Rearrange columns

• Simply grab the column you’d like to rearrange by the handler
• Drag it and drop it in its new location

Tasks lists options

Show Subtasks

• You can toggle this option to show subtasks on the same level as their parent tasks
• The option is toggled off by default
• Tasks with subtasks can be easily spotted by checking the the subtask indicator

Assignee Filter

• You can easily filter tasks per assign by clicking on the assignee’s picture
• You can select more than one assignee at the same time and this will display the tasks for all selected assignees.

Due Date filter

• You can select one of the quick filters for an easier alignment with your team
• All tasks (Selected by default)
• Due Today
• Due This week
• Overdue

Create a record in column

• Next to the column label you see a + sign
• Click it to create a record
• The record will appear at the top of the column