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Using Board View

Table 27. Availability - Legacy plans


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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