Board View
The Board View is a Kanban-style interface designed for visual workflow management. It organizes your Projects and Tasks into columns, making it easy to see the status of work at a glance and move items through your production pipeline with drag-and-drop.
Interface Layout
The Board displays items as cards arranged in vertical columns:
- Columns: Each column represents a grouping value (status, assignee, or custom field).
- Cards: Each card represents a Project or Task with key metadata visible.
- Column Headers: Show the group name and item count.
- Collapsible Columns: Click the column header to collapse/expand columns you don’t need to see.
Drag & Drop Workflow
The Board’s primary interaction model is drag-and-drop:
- Move Between Columns: Drag a card from one column to another to update its status, assignee, or custom field value.
- Reorder Within Columns: Drag cards up or down within a column to prioritize work.
- Visual Feedback: Cards show a drop indicator when you hover over valid drop targets.
[!TIP] Moving a card to a different status column automatically updates the item’s status. This is the fastest way to move work through your pipeline.
Grouping Options
Use the Group By dropdown in the toolbar to organize columns by:
By Status
The default view. Each column represents a workflow status (e.g., “To Do”, “In Progress”, “In Review”, “Approved”). This mirrors a traditional Kanban board and is ideal for tracking production progress.
By Assignee
Columns represent team members. Use this view to see individual workloads and identify who might be over-leveraged. An “Unassigned” column collects items without an owner.
By Custom Field
If your Space uses Custom Fields with dropdown options, you can group by those fields. For example, group by “Priority” to see High/Medium/Low columns, or by “Client” to organize work by account.
Filtering & Focus
Me Mode
Toggle Me Mode in the toolbar to filter the board to only show items assigned to you. This is perfect for focusing on your personal workload during daily standups.
Show/Hide Closed
Use the Show Closed toggle to include or exclude items with closed statuses (like “Approved” or “Archived”). Hide closed items to focus on active work.
Show Empty Groups
Toggle Show Empty Groups to display columns even when they have no items. This helps maintain a consistent layout and makes it clear when certain statuses or assignees have no pending work.
Advanced Filters
Click the Filter button to create complex filter rules:
- Filter by status, assignee, or due date.
- Combine multiple conditions (e.g., “Status is In Review AND Assignee is Me”).
Card Display
Each card shows key information about the item:
Configurable Fields
Click the Fields button in the toolbar to choose which metadata appears on cards:
- Status: Color-coded status badge.
- Assignees: Avatar(s) of assigned team members.
- Due Date: The item’s deadline.
- Custom Fields: Any Space-level custom fields you’ve defined.
View Modes
- Expanded: Shows all configured fields on every card.
- Compact: Minimizes card height for a denser overview.
Creating Items
Click the + button at the bottom of any column to create a new item with that column’s value pre-filled:
- In a “To Do” status column → New item starts with “To Do” status.
- In an assignee column → New item is automatically assigned to that person.
- In a custom field column → New item has that field value set.
Column Management
Collapsing Columns
Click on a column header to collapse it into a thin vertical strip. This is useful for hiding columns you don’t need (like “Archived”) while keeping them accessible. The collapsed column shows the item count so you know what’s hidden.
No Status Column
Items without a status appear in a special “No Status” column, which is collapsed by default. Expand it to triage unorganized items.
[!NOTE] The Board View is fully integrated with other views. Changes you make here (status updates, assignments) are immediately reflected in the Timeline, List, and other views.