Add a Board view

Board view’s powerful drag-and-drop interface makes it a go-to option for agile teams. However, every user can benefit from the convenience it offers!

Screenshot of Board view.

What you'll need

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 + Add in the Views bar to open the Views modal.

  2. 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.
  3. Select Board.

  4. Once the view has been created you can give the view a name and customize it using the Customize menu on the right. 

  5. Choose how you would like to group the task cards in the Group button.

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. 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.

You have several options when customizing your Board view.

Settings option Description
List options

Set the List options: 

  • Empty statuses: Show all statuses even if no tasks are currently using them.
  • Wrap text: Automatically wrap and expand the content of your tasks to reveal everything.
  • Task locations: Show location breadcrumbs on tasks.
  • Subtask parent names: Show parent task names directly above their subtasks' names.
  • Closed tasks: Show tasks in the Closed status.
  • Closed subtasks: Show subtasks in the Closed status.
  • Tasks in Multiple Lists: If you're using the Tasks in Multiple Lists ClickApp, show tasks added to this List from another location.
  • Subtasks in Multiple Lists: If you're using the Subtasks in Multiple Lists ClickApp, show subtasks added to this List from another location.
More settings

View additional List settings:

  • Add to favorites
  • Autosave view
  • Pin view
  • Protect view
  • Private view
  • Default for everyone 
  • Default to Me Mode
  • Reset view defaults
Fields Customize the List's Custom Fields. 
Filter Enable or disable List filters
Group Enable or disable task grouping
Subtasks Choose how subtasks are displayed in the List. 
Templates Create and edit the List template or find a template using the Template Center. 
Copy link Copy the link to the List. 
Export Export the List. 
Sharing & Permissions Customize the List sharing and permissions settings. 

Available actions

  • Drag-and-Drop: A key aspect of Board view is the ability to quickly move tasks through workflows and adjust their priorities. Easily drag and drop a task into any status (including collapsed statuses) and move the task up or down to change the priority of the task.

    Drag-and-drop is disabled when tasks are sorted by status in Board view.

  • Change Assignees: There's no need to open a task to remove an assignee in Board view. Simply click on the avatars under the task to create, add, or remove assignees.

  • Quick-Create Tasks: Click the + in the upper right corner of any column to add a task in Board view. The new task will adapt the status of the Board in which it was created.

  • Adjust Due Dates: Again, no need to open a task to make changes. Just click the calendar symbol next to your task's avatar symbol to quickly update.

  • Add Tags: Organize tasks on a whole new dimension right from the Board. Simply hover over your task and click the tag symbol to edit or create a tag.

  • Custom Views: Once you create a Board view, customize it by clicking on the ellipsis next to it and making changes.

  • Click on the ellipsis ... at the top of any column to choose an action:

    • Rename status [When grouping by status].

    • Edit the statuses for the List, Folder, or Space you're viewing [When grouping by status].

    • Create a new task in the column.

    • Archive all tasks in the status/column.

    • Collapse the column to get it out of your view. 

Was this article helpful?