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New Board View in Wrike

Table 192. Availability - Legacy plans


Overview

All accounts created after June 29th, 2022 have new board view enabled by default. If your account was created before click here to learn about classic board view.

All users on all account types can use the New Board view. The New Board view shows a folder, project, or space’s tasks organized in columns by status.

Use the New Board view to:

  • See which tasks you need to work on

  • Track task status

  • See how much time each task has been in its current status

  • Change task status by dragging and dropping tasks from one column to another

  • Create new tasks

Using New Board view

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

  • Sort and filter tasks

  • Change task status

  • Change the workflow of the view

  • View custom fields in relation to tasks

You can choose to view tasks from descendant subfolders and subprojects. Click the three-dot menu button in the New Board view's upper-right corner and select Tasks from subfolders.

Cards in New Board view

Cards_in_New_Board_View.png

Each card is displayed under the relevant status and displays:

  • Task name 1

  • Folders/projects the task is in 2

  • Assignee(s)

  • Subtasks (which can be clicked and expanded) 3

  • Due date 4

  • Custom fields (optional). You can select which custom fields show up on a task card. Click Fields 5 in the header bar and select the fields you want to display.

  • General fields (optional) click Fields 5 in the header bar to turn these options on or off:

    • Cover image: displays a thumbnail of the first attachment to the task

    • Days in status: indicates for how many days a task has been in its current status up to 4 days, displaying a small rectangle for each day. If a task has been in a status for over 4 days, hovering over these rectangles will display a hint stating when the status was last changed

Custom Fields in New Board view

In New Board view you can select which fields to view on task cards, and edit custom fields directly from the view. To edit existing custom fields from New Board view:

Custom_Fields_in_New_Board_View.png
  1. Click on Fields in the view header 1.

  2. Hover over a custom field and click on the three-dot menu option which appears 2.

  3. Select Change field settings 3.

  4. A pop-up appears from which you can edit the field name, type, ownership, and scope of application (to tasks, folders, and projects, or only certain item types).

  5. Click Save.

What's next?

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