Though Board view’s drag-and-drop interface makes it a go-to option for agile teams, any team can find it convenient.

What you'll need

• This feature is available on every ClickUp plan.
• Everyone, including guests, can create Board views.
  • Guests must have Can edit or Full permissions to add views.
• It's recommended that you turn on the Work in Progress Limits ClickApp when using Board view. 

Add a Board view

You can create a Board view at any level of your Workspace. Choose whether you want to focus on a single List, an entire Folder, or even all Spaces across your Workspace using the Everything view.

Everything view is a way for you to view all of your tasks in one Board, even if they have different columns.

You can add a Board view in two ways:

From + View

To add a view using + View:

1. Click + View in the Views bar to open the Views modal.
   • Optional: You can check the Private view box if you don't want anyone else to access this view or the Pin view box if you want the view to always display in your Views Bar.
2. Select Board.
3. Once the view has been created you can give the view a name and customize it using the Customize menu on the right. 
4. Choose how you would like to group the task cards using the Group button in the upper-left corner.
   • Status
   • Assignees
   • Priority
   • Tags
   • Due date
   • Task type
   • Custom Field

Use a /Slash Command

You can use a /Slash Command from the following locations to add an editable Board view.

• Task view
• Docs
• Chat view comments and replies
• Text block Dashboard cards
• Notepad

To add a Board view using Slash commands:

1. From the location you want to add the view, type /bview.
2. Use the modal to add your tasks.

Use /Slash Commands to add Board views for sprint workflows like tracking milestones for epics.

Customize your Board

Once you've added your Board view, there are many different options for organizing the information that you'd like to see. 

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

You have several options when customizing your Board view.

When you make changes to a view, a popup will appear in the lower-right with the option to Save the view. Click Autosave view if you would like all new changes to save automatically.

Available actions

• Drag-and-Drop: Easily drag and drop a task or multiple tasks at once into any status and move the task up or down to change the priority of the task.
• Shift + Click to select multiple tasks at once.
• Add Assignee, due dates, tags, or any Custom Fields to your cards to change without leaving the view.
• Quick-Create Tasks: Click the + in the upper right corner of any column to add a task in Board view. The new task will adopt the status of the Board in which it was created.
• Custom Views: Once you create a Board view, customize it by clicking the ellipsis ... next to it and making changes.
• Board view supports RapidViews DB. Including views caching and instant updates.