Quick answer: Board view shows a project's tasks as cards in stages that represent your workflow. Select the project's Board tab, click Add stage to create stages, then add tasks and move them between stages. Active tasks not in a stage sit in the pinned Backlog. Free Forever plans are limited to 3 stages with 10 cards each.
What
Use Board view to create a stage-based visualization of a project's tasks (also known as cards) representing points of progress through the project's key stages.
Why
  • Illustrate the steps work goes through, building a clear path of progression for all project contributors to understand.
  • Identify bottlenecks and delays in your workflow quickly.
  • Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
Who
  • Site admins can create and edit all projects' boards and stages.
  • Project admins can create and edit stages on projects they’re an admin on.
  • Standard users, client users and collaborators with the project permission:
    • View tasks & milestones (allows users to access task-based project views including Board view).
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create tasks directly in stages, edit tasks they create or tasks assigned to anyone, and move tasks they create or are assigned to anyone between stages).
    • Edit all tasks (allows users to edit other users' tasks and move them between stages). 
When
  • Daily review: Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • Project and team meetings: Open Board view during team meetings and go through project progress, discussing any potential delays and making updates if necessary.
What
Use Board view to create a stage-based visualization of a project's tasks (also known as cards) representing points of progress through the project's key stages.
Why
  • Illustrate the steps work goes through, building a clear path of progression for all project contributors to understand.
  • Identify bottlenecks and delays in your workflow quickly.
  • Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
Who
  • Site admins can create and edit all projects' boards and stages.
  • Project admins can create and edit stages on projects they’re an admin on.
  • Standard users, client users and collaborators with the project permission:
    • View tasks & milestones (allows users to access task-based project views including Board view).
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create tasks directly in stages, edit tasks they create or tasks assigned to anyone, and move tasks they create or are assigned to anyone between stages).
    • Edit all tasks (allows users to edit other users' tasks and move them between stages). 
When
  • Daily review: Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • Project and team meetings: Open Board view during team meetings and go through project progress, discussing any potential delays and making updates if necessary.

What should I know before using Board view?

  • Free Forever subscriptions are limited to 3 Board view stages with 10 cards populated in each stage on each project.
  • Tasks are automatically hidden once marked complete — use filters to show completed tasks in Board view.
  • These steps show how to create stages if you do not have a Workflow set up and applied to your project.

How do I create Board view stages in Teamwork.com?

Build out a project's Board view to match the phases your team's work progresses through.

  1. Click Jump to in Teamwork's left navigation menu. 
  2. Search for and select a project. Image Placeholder
  3. Select the Board tab in the project's navigation menu.
  4. Click Add stage on the existing stages' right. Starting from scratch? Click Add stages.
  5. Enter a stage name and press Enter. Our advice: create one stage for each step tasks go through in your workflow. As always, keep names short and descriptive.
  6. Click the color circle on the stage name's left and select a stage color from the picker.
  7. Repeat steps 4 to 6 for each additional stage you want to create.

The stages are added to the project’s Board view. You can edit, update, and add new stages as your project grows.

💡 Task Backlog
The Backlog stage is pinned on the board's left and is populated with the project's active tasks currently not assigned to a stage.


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What stage options are available?

  1. Click the three dots (ellipsis) on a stage name's right.
  2. Choose an option:
    1. Create automation: Create a board stage automation to auto-update tasks when they're added to the stage.
    2. Delete stage: Delete the board stage. Any tasks on the stage are returned to the tasks backlog. 

💡 Task counts
The count on a stage name's right reflects the total number of tasks currently visible in the column (based on active filters).
💡 Reorder stages
Click and hold a stage, then drag and drop it to a new position in the workflow.

How do I create tasks in Board view?

Once a project’s Board view has active stages, you can create new tasks directly in the stages.

  1. Scroll to the stage you want to add a task to.
  2. Click + Add a task.
     
    Image Placeholder
     
  3. Enter the task name. 
  4. Click Select task list and choose one of the project's active task list to add the task to.
  5. Select the user icon (Image Placeholder) and choose the task's assignee(s).
  6. Click any of the property icons to apply any relevant additional task details:
    1. Start and end dates
    2. Tags
    3. Estimated time
    4. Priority
  7. Press Return on your keyboard or click away from the task to save it.

The task is added to the selected stage. The task is visible in each task view (List, Table) with the assigned stage indicated.

How do I move tasks through stages?

  • Backlog: Drag a task from the backlog to any of the board's other stages. The backlog holds the project's active tasks currently not assigned to a stage.
  • Change stage: Click and drag a task from one stage to another.
  • Remove from stage: Click and drag a task to the Backlog.
  • Complete a task: Click the checkmark to complete a task and automatically hide it from the stage. Use filters to display completed tasks.

How do I sort, search, and filter tasks in Board view?

How do I sort tasks?

Click Sort by in the view's top right to choose how tasks are sorted within the Board's stages. Choose from predefined sort options such as due date or priority level.

The default sort is None — this allows you to drag and drop tasks within a stage to manually reorder them.

How do I search for tasks?

Use the search field in the view's top right to locate tasks based on task or task list name.

How do I filter tasks?

  1. Click the Filter button () in the view's top right.
  2. Click a filter option (ex. dates or assignees).
  3. Select the corresponding filter criteria you want to apply.
  4. Repeat steps 2 and 3 for each additional filter you want.
    5. 📝 Set the Task status filter to completed tasks and choose a completion period or set it to all tasks to display completed tasks in the stages.
 
The stages update automatically to only show tasks matching the filter criteria you select.

💡 Save filters with your frequently used criteria for easy application in the future.

What are the best practices for Board view?

  • Use clear stage names: Label each stage on your board clearly (descriptively and concisely). Make sure that team members understand the purpose and stage represented by each stage.
  • Hold progress meetings: Discuss task progress through the board stage, address any obstacles, and make any necessary adjustments to the workflow or task prioritization.

Frequently asked questions

Are completed tasks shown in Board view?

No. Tasks are hidden once marked complete. Use filters to show completed tasks.

Are there limits on the Free Forever plan?

Yes. Free Forever subscriptions are limited to 3 Board view stages with 10 cards in each stage per project.

What is the Backlog stage?

It's pinned on the board's left and holds the project's active tasks that aren't assigned to a stage.

Can a stage update tasks automatically?

Yes. Choose Create automation from the stage options to auto-update tasks added to that stage.