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Customize Board view

Customize the settings for your Board view.

Feature availability and limits vary by plan and user role. Learn more

Customize your Board view

To customize your Board view, click Customize in the upper-right corner.

Screenshot of the Customize option on board view.

 

Customize menu options

The customize menu options include:

  • Name: Give your Workload view a specific name.
  • Icon: Set a custom icon for your view.
  • Card size: Set the size of the cards. Options include:
    • Small
    • Medium (default)
    • Large
  • Card cover: Show a cover on each task card. Options include:
    • None
    • Image (default)
    • Task description
  • Stack fields: Display each field on a separate line in each task card.
  • Show empty fields: Show empty Custom Fields.
  • Collapse empty columns: Collapse columns without tasks.
  • More options:
    • Show task properties: Display icons for task properties next to the task name, including description, attachments, checklists, and dependencies.
    • Show task locations: Show location breadcrumbs on tasks.
    • Show subtask parent names: Show parent task names directly above their subtasks' names.
    • Show column colors: Make each column the color of the group by field.
    • Show closed tasks: Show tasks in the Closed status.
    • Show closed subtasks: Show subtasks in the Closed status.
    • Show tasks from other Lists: If you're using the Tasks in Multiple Lists ClickApp, show tasks added to this List from another location.
    • Show subtasks from other Lists: If you're using the Subtasks in Multiple Lists ClickApp, show subtasks added to this List from another location.
    • Default to Me Mode: Display the tasks assigned to the person looking at the Board view.
    • Duplicate view: Create a duplicate of this view.
    • Reset view to defaults: Restore view to default settings.
    • Default view settings: Customize this view's default settings.
  • Fields: Customize the Custom Fields that appear on the Board view cards including status, tags, task type, and more.
  • Filter: Apply task filters.
  • Group: Choose how to group your Board view. Groups are represented as columns.
  • Sort: Show cards in each column in a specific order.
  • Subtasks: Show/Hide subtasks.
  • Templates: Apply, create, or update a template.
  • Autosave for me: Automatically save any view changes you make. The changes will be visible to everyone with access to the view.
  • Pin: Pin the view.
  • Private view: Make a view private.
  • Protect view: Prevent view settings and preferences from being changed.
  • Set as default view: Make this a default view for all Workspace members.
  • Copy link to view: Copy the URL to the view.
  • Add to favorites: Add the view to your favorites.
  • Sharing & Permissions: Manage access to your view.