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Using Board View

Table 27. Availability - Legacy plans


All accounts created after June 29th, 2022 have New Board view enabled by default. If your account was created after that date click here to learn about New Board view.

Overview

All users on all account types can use Board view.

Board view allows you to view all the tasks in a project, folder, or space in a simple layout, which reflects their status. Within Board view you can:

  • Sort and filter tasks.

  • Change task status.

  • Change the default workflow.

  • Delete tasks.

How Board view works

Tasks appear as cards in Board view. You can:

  • View tasks from descendant subfolders and subprojects. Click the three-dot menu button 1 in the Board view's upper-right corner and select Tasks from subfolders 2.

  • Collapse or expand a column. Hover over the column title and click the collapse icon 3. Click the title of a collapsed column to expand it.

Using_Board_1.png

Cards in Board view

Each card is displayed under that tasks status and displays:

  • Task name. 1

  • Folders/projects the task is in. 2

  • Assignee(s). 3

  • How many subtasks it has (if any). 4

  • Due date. 5

  • The number of days it has spent in its current status (optional) 6. Click the three-dot menu button 9 in the upper-right corner and select Duration in status.

  • Custom fields (optional) 7. You can select which custom fields show up on a task card. Click the three-dot menu button 9 in the upper-right corner and select the fields you want to display.

  • Attached images (optional) 8. You'll see the image most recently attached to a task. To hide cover images, click the three-dot menu button 9 in the upper-right corner and select Cover images.

Using_Board_2.png
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