✔️ Available (with limits)
on all subscriptions
See "Before you start" below for
feature limits
What | Use Board view to
create a column-based
visualization of a project's tasks
(also known as cards)
representing points of progress
through the project's key
stages. |
Why |
|
Who |
|
When |
|
What | Use Board view to
create a column-based
visualization of a project's tasks
(also known as cards)
representing points of progress
through the project's key
stages. |
Why |
|
Who |
|
When |
|
Before
you
start
- Free Forever subscriptions are limited
to 3 Board view columns with 10
cards populated in each column on each
project.
Create a
column
- Click Jump
to in Teamwork's
left navigation menu.
- Search for and select a project.
- Select
the Board tab
in the project's navigation
menu. The Board tab
might be hidden under the More... section.
- Click Add column in the top right.
- Enter a column name. Our advice:
create one column for each step in the
workflow tasks go through. As always,
keep names short and
descriptive.
- Select a column color using the arrow on the column heading’s right.
- Click Save.
- Repeat steps 4 to 7 for each
subsequent column you need.
The columns are added to the
project’s
Board
view. You can edit, update, and add new
columns
as
your project grows.
Column
options
- Click Jump to in Teamwork's left navigation menu.
- Search for and select a project.
- Select
the Board tab
in the project's navigation
menu.
- Scroll to the relevant column.
- Click the ... (ellipsis) on the column name's right.
- Choose an option:
Edit Edit the column's name and/or color. Filter Search for individual cards by card name. Add multiple tasks Bulk add tasks to the column from the backlog. Add automation Create a board column automation.Archive completed cards Hide completed cards from the column. Archiving only affects cards in board view — it does not affect tasks in List or Table view. Quickly sort cards Sort columns by a particular task property.Column settings - Set up board view triggers or automations.
- Choose a default task list to add new cards to.📝 When set, the modify task list trigger overrides the default task list.
- Sort column by a
particular
task/card
property.
- Filter the card
details show in
the
column:
- Minimal:
Assignee.
- Default:
Assignee,
dates,
priority and
attachments.
- Custom: Choose
which details
you want
to see via the
checkboxes.
Collapse Minimize the column vertically. This helps maximize screen space by collapsing the column(s) you're not actively working on. Delete column Delete the board column. Any tasks on the column are returned to the tasks backlog panel.Edit Edit the column's name and/or color. Filter Search for individual cards by card name. Add multiple tasks Bulk add tasks to the column from the backlog. Add automation Create a board column automation.Archive completed cards Hide completed cards from the column. Archiving only affects cards in board view — it does not affect tasks in List or Table view. Quickly sort cards Sort columns by a particular task property.Column settings - Set up board view triggers or automations.
- Choose a default task list to add new cards to.📝 When set, the modify task list trigger overrides the default task list.
- Sort column by a
particular
task/card
property.
- Filter the card
details show in
the
column:
- Minimal:
Assignee.
- Default:
Assignee,
dates,
priority and
attachments.
- Custom: Choose
which details
you want
to see via the
checkboxes.
Collapse Minimize the column vertically. This helps maximize screen space by collapsing the column(s) you're not actively working on. Delete column Delete the board column. Any tasks on the column are returned to the tasks backlog panel. - Set up board view triggers or automations.
💡 Hover over the
number at the top of a board
column to view total, active, completed card
numbers and total estimated time for all of
the column’s cards.
Manage Board view
options
- Click Jump
to in Teamwork's
left navigation menu.
- Search for and select a project.
- Switch to the project's Board tab.
- Click the ... (ellipsis) in Board view's top right.
- Choose an option:
Share filter Share your current filter view with a colleague via a link or email. This option is only visible when active filters are applied. View archived cards Display previously archived cards (aka tasks). Manage columns Apply sort and filter settings to one or multiple columns:- Column
sort: Choose
a default sort
order for tasks in
columns.
- Filter: Choose
which task details
you want displayed
on task cards in
the columns.
Minimize card details Display only the task name on cards in columns.Keyboard Shortcuts View available Board view keyboard shortcuts.Share filter Share your current filter view with a colleague via a link or email. This option is only visible when active filters are applied. View archived cards Display previously archived cards (aka tasks). Manage columns Apply sort and filter settings to one or multiple columns:- Column
sort: Choose
a default sort
order for tasks in
columns.
- Filter: Choose
which task details
you want displayed
on task cards in
the columns.
Minimize card details Display only the task name on cards in columns.Keyboard Shortcuts View available Board view keyboard shortcuts. - Column
sort: Choose
a default sort
order for tasks in
columns.
💡 Open
Board view in full screen using the
toggle ()
in the view's top
right.
View column details in
list and table view
If a task is currently on a board column,
the column’s details are displayed on the
task in List and Table view.
From either view, click the column name
to:
- Remove that
task from its associated
column
- Change the task's associated board column.
Set default Board columns
Set default board columns to be created
on each new project.
🔑
Site admins (in the owner company) can set and manage default
board columns.
- Click your profile icon in
Teamwork.com's main navigation
menu.
- Select Settings.
- Switch to the Templates tab.
- Scroll to Default Board
Columns.
- Click Set-up.
- Click Add Column in the pop-up
window.
- Enter a column name and choose a color. The column name could be a workflow phase, for example: To-do, Review, or In progress.
- Click Add Column.
- Repeat steps 6 to 8 for each default
column you need to create.
- Click Finished.
The default board columns automatically
populate on any new project created on the
site. They are not retrospectively added
to projects created before the defaults
were set.
💡 Reorder columns.
Hover to the left of a column’s name and
click and hold the drag and drop icon and
move the column to the appropriate
place.
Best
practices
- Use clear column names:
Label each column on your board
clearly (descriptively and
concisely). Make sure that team
members understand the purpose and
stage represented by each
column.
- Hold progress meetings:
Discuss task progress through the
board column, address any
obstacles, and make any necessary
adjustments to the workflow or
task prioritization.
Elevate
- Automation: Save time by
creating automations to
manage steps in your workflow. You don't
need to update key details as tasks
progress. Teamwork.com can do that for
you.
1.
Also
available on legacy subscriptions:
Pro,
Premium, Enterprise.