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Create and share a Board view

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

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

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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 the Views Bar

To add a view from the Views Bar:

  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.

Use a /Slash Command

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

  • Task comments
  • 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 view

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.

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.

Publicly share a Board view with anyone

Publicly share a view with someone outside your Workspace.

Share a private Board view

Private view sharing with people in your Workspace is fully available during early access. Future limits may apply.

There are two ways to share your private view, by sharing it with others in your Workspace or with a link.